Verified Company
My wife and I worked with Daniel and the team at NewEra to put together our financial plan. We have found them to be a trustworthy and professional Financial Advisor. Always willing to answer any queries we had throughout the process. Would highly recommend.
Reply from New Era Financial Planning
2026.03.10
Thanks Shane, it's been great working with you!
I'm very happy with the guidance provided by New Era Financial Planning. Having worked full time for most of my life, the thought of retirement with ongoing financial security was daunting. From my first meeting with Daniel I had a greater understanding and confidence that I am able to plan to retire in the near future with a positive financial plan to support me.
My partner and I were very new to the world of financial planning and we had been trying to break into the property market. Daniel quickly made us feel at ease and he took his time to really understand our financial circumstances.
Daniel is able to take complicated financial concepts and make them accessible. We felt understood and established a trustworthy working relationship with Daniel and his team and they were super flexible to work with (invaluable when you're working full time with young children!)
Now that we have bought our first home, we're keen to build on the advice Daniel has given us and we're looking forward to working with him in the future.
Reply from New Era Financial Planning
2025.03.10
Thanks Naomi, I'm looking forward to what the future has in store for you too!
Daniel is a terrific financial planner and a very personal & friendly individual, whilst still being professional. Daniel is easy to talk with,and keeps a close eye on the investments. We've been dealing with him for approximately 10+ yrs. Our family highly recommends him.
Reply from New Era Financial Planning
2025.10.02
Thanks Alan!
Before I started working with Daniel were going backwards financially.now we have an investment in place for the future,another one for our daughters and are much more confident financially. He breaks things down to be simple to understand and we catch up regularly to check in and plan what’s next .
My wife and I have had the privilege of Daniel's financial services assisting us over some decades. We have found him to be both professional and approachable in all his dealings with us. It's been a great relief to have had our finacial future placed on a secure footing as we moved into retirement. We would have no hesitation in recomending Daniel to anyone needing to map out a financially secure future
Reply from New Era Financial Planning
2025.03.17
Thanks John, I appreciate the kind words!
Having had Daniel Thompson's assistance with financial planning over many years I can highly recommend his services through his business New Era Financial Planning. Daniel's experience and knowledge has allowed him to provide advice and benefit us across multiple generations of our family. He supports our young adult children in starting their careers and assists them to make well grounded and informed financial decision (an essential time to start we believe), he supported myself during my working career and now recent retirement and also my elderly parents. We highly recommend Daniel for his professional, intuitive approach with access to broad resources as well as carefully considered solutions that are underpinned by his proactive responses to our needs.
Reply from New Era Financial Planning
2025.03.10
Thanks Lousie :)
Highly reccomend from being a adviser we now class a personal freind.No task is too hard and is very proffesional at what he does .
My wife and i highly reccomend this bussiness and are great at what they do for
All financial matters
Steve and Manny
Reply from New Era Financial Planning
2025.03.10
Thanks Steve & Manny :)
After being referred to Daniel Thompson by a family member, I began the process of investing in my future. Daniel has been wonderful throughout the whole process, which has been very gradual and gentle. I feel confident that Daniel will assist in making my goals come to fruition, which includes early retirement and financial freedom. Can't wait to see what the future holds!
Reply from New Era Financial Planning
2025.01.23
Thanks Bree! I'm excited about what your future holds!
