New Era Financial Planning

New Era Financial Planning is a financial advisory practice based in Wollongong. Daniel Thompson is the founder and senior financial adviser. He holds a Master of Applied Finance and a Bachelor of Economics and Commerce. He is also the National Chair of the FAAA Gen Next Committee. The practice serves first home buyers, home upgraders, optimisers, and empty nesters. It provides a Financial Blueprint service and offers financial advice through a membership model with ongoing support.

Guidance across the full span of a financial life is the theme running through feedback for New Era Financial Planning in Wollongong. Several buyers describe the reassurance that followed their first meeting with Daniel Thompson, noting that concerns about retiring with ongoing security gave way to a workable plan for the near future. An observation shared by more than one reviewer is the way complicated concepts are explained in plain terms, with time taken to grasp each household's situation instead of applying a generic template.

The practice is pictured supporting clients at different stages, from young adults beginning careers through to couples working towards early retirement and entering the property market. Trustworthiness and professionalism sit alongside an approachable, personal manner, and long-standing clients speak of him as a friend as much as an adviser. Families note that advice has benefited multiple generations, and that queries are answered readily as matters progress. Flexible scheduling and attentive monitoring of investments are also highlighted, with clients expressing confidence that their objectives will be met.