In a world where the cost of living keeps climbing, getting ahead financially can feel like an uphill battle. With fuel prices soaring, groceries costing more every week, and the dream of home ownership drifting further out of reach, it’s no wonder so many of us feel stuck. Add in surprise expenses, rising utility bills, and the pressure on our savings, and the challenge becomes all too real.
That’s where a tailored financial plan can make all the difference. New Era Financial Planning are experts at providing financial advice for young families, and are here to help make it happen.
By creating strategies built around your unique needs, financial planning helps you take control, find stability, and create a path toward your goals—even in the face of these rising costs. Ready to take that step?
Financial Advice for Young Families
Enter New Era Financial Planning – a service dedicated to guiding young families toward financial security and, ultimately, financial freedom. Whether you’re just starting out, working to get ahead, or simply seeking a bit of direction, New Era Financial Planning offers a straightforward, affordable, and tailored approach to managing your finances.
What sets New Era Financial Planning apart?
It’s not your standard financial service. With flexible, video consultations, a convenient subscription-based service, and a personalised Financial Blueprint that’s easy to follow and put into action, New Era is designed to fit seamlessly into your life.
If you are feeling pressured about money and would like a bit of help, take a look at what New Era Financial Planning can do for you and enter to WIN your share in $500 EFTPOS GIFT VOUCHERS use anywhere you’d like.
Your Ultimate Financial Partner
Managing money is a skill, and let’s face it—not all of us have it nailed down. Some are whizzes at saving and investing, while others (myself included) seem to go through money faster than it comes in.
If it feels like you’re treading water financially, you’re not alone. Little things can add up fast—weekly expenses like subscriptions, tuckshop orders, or those tempting “Pay-in-Four” options (my personal weakness!). Plus, there’s the constant juggling act of rates, school fees, and utility bills. A $20 charge here, a $50 bill there—it’s easy to lose track.
But here’s the good news: reaching your financial goals doesn’t mean selling off your stuff, giving up the things you love, or overhauling your lifestyle. What you do need, though, is a solid plan. And that’s where New Era Financial Planning steps in.
Turn Your GOALS into a STRATEGY then into ACTION
Their approach is grounded in a proven money philosophy that combines time-tested research with fresh, modern thinking. It’s all built around a straightforward three-step process: Goals → Strategy → Action.
Yes, it’s simple—but that clarity is precisely what makes it both effective and easy to manage.
New Era Financial Planning works with families at all stages of life.
Here’s an example of how they can work with you no matter what stage of life you’re at!
FIRST HOME BUYERS:
They call it the Great Australian Dream. With the right plan and expert guidance, that dream doesn’t have to stay out of reach—it can become your reality.
James, Melbourne
James had been trying to break into the property market for a while. With their advice and support, they ensured his property purchase went smoothly. He’s now in his own home and couldn’t be happier.
“So much clarity. Money mostly seems like a sensitive topic and other companies pushed me back as ‘too young’ to take on as a client… The peace of mind from a plan unique to my lifestyle is honestly a gamechanger.”
HOME UPGRADERS:
As life changes, so do your needs for a home. With a bit of guidance, you can confidently take the next step toward finding the perfect place to support your journey.
Jess & Aaron, Melbourne
Jess & Aaron had been tracking along reasonably well and were ready to invest for their future. They set their financial foundations, a safety net and they helped them build their investments and get on the path to financial freedom.
“Working with Dan has been great. It’s nice they’ve taken time to create that level of trust, which we really wanted when it came to our money… The flexibility to meet up at any time is invaluable.”
OPTIMISERS:
Your finances shouldn’t work in silos. By bringing together your super, tax, savings, and investments, you can build a well-rounded game plan for growing your wealth. Let’s make sure every part of your financial life is moving you closer to your goals!
Ash, Melbourne
Ash wasn’t sure of the right way to start & build his portfolio. With our help, Ash purchased an investment property in 12 months, fast-tracking his goal of financial independence.
“So much clarity, now I have someone who mentors my investing decisions.”
EMPTY NESTERS:
Financial freedom & lifestyle choices for empty nesters. They’re here to help you make the most of your opportunities and make sense of all the options.
Louise & Alan, NSW
Louise was worried about her financial security when finishing work. With the correct planning and strategy over the last half a decade or so, Louise and Alan retired early. They now spend their time travelling & visiting family.
“Daniel listens carefully to your needs and goals, then carefully assesses and advises you on an appropriately tailored all-around package to provide financial protection and the means to achieve financial security.”
Free Goals Session
It all begins with a free video consultation—the Goals Session—where New Era’s team of experts dives into your financial picture and what you’re aiming to achieve.
After the Goals Session, you can take the next step with the Financial Blueprint Program, a transformative approach to take control of your finances and set you up for long-term success.
The Financial Blueprint to Achieve Results
The Financial Blueprint program is tailor-made for young families ready to gain control over their money and start moving toward financial freedom.
This award-winning program gives you total clarity over your finances, making it easier to look forward, get ahead, and stay on top—all without giving up the lifestyle you love.
Through a detailed cash flow analysis and advanced financial modelling, New Era evaluates various paths to pinpoint the best one for you. Whether your goals include buying a home, enjoying annual holidays, or even saving for a caravan, this plan provides the clarity and confidence you need to make financial decisions that keep you on track toward a secure future.
Subscription-Based Financial Planning
New Era Financial Planning offers a subscription-based service, providing ongoing support entirely online. With video call appointments at times that suit you, not only can they connect with you all around Australia, there’s no need to arrange a babysitter, drive to an office, or juggle your schedule.
Many families have already found peace of mind with New Era’s guidance. So if you’re looking to get your finances on track before the holiday season — or to start fresh in the new year — give them a call.
The team is professional, approachable, and dedicated to helping young families build a brighter financial future.
Take Control of Your Money
Money isn’t everything, but it’s a big part of life—and when it feels out of control, it can create a lot of stress. Sometimes, a simple assessment and goal-setting session is all it takes to relieve that pressure and get you back on track. Enquire about New Era’s free Goals Session and Financial Blueprint program to see if it’s the right fit for your family.
Be sure to also put your name down to win one of two $500 EFTPOS Gift Cards to use anywhere you’d like. Keep scrolling to enter.
Financial Planning FAQs
Do I need a financial planner?
Some services, like doctors, dentists, and teachers, are essential. Financial planning may not be mandatory, but it can make a huge difference for anyone needing support with managing finances and planning for the future.
Why is it important to do a Financial Blueprint?
A Financial Blueprint is key to achieving financial clarity. Instead of navigating the future with guesswork, this personalised strategy maps out precise steps aligned with your unique goals, giving you a clear path forward.
How does New Era Financial Planning work?
- Schedule a FREE Discovery Call
- Organise a FREE Goals Session
- Receive your Financial Blueprint and gain absolute clarity over your finances
- Enjoy ongoing subscription-based financial support
What is subscription-based financial planning?
Subscription-based financial planning makes it easy to access continuous support without large upfront fees. Instead, payments are divided into manageable subscriptions, so you can stay on track without financial strain.
Where can I find out more?
Head to New Era Financial Planning and connect with their fantastic team—they’re ready to help you get started!
We have 2 x $250 EFTPOS Gift Cards to give away thanks to New Era Financial Planning.
We have 2 x $250 gift cards to give away to 2 lucky winners! To enter, simply complete the entry form below, and you could be our lucky winner!
GOOD LUCK!
This is a sponsored post for New Era Financial Planning.
