About Us
At NewDay Advisory, we believe you deserve to feel confident and in control of your financial future, no matter where you’re starting from. We started this journey because we care about helping everyday Australians, just like you, take the stress and confusion out of money by providing the right financial advice.
Our Story
My own story began when I took a leap and saw a financial planner. At the time, we were just starting our family and that experience changed everything. It gave us clarity, confidence, and a sense of direction. It also inspired me to help others feel the same way.
Back then, we knew we could be doing more with the money we worked so hard for, but we didn’t know where to begin. We had ideas but felt overwhelmed trying to figure out what was right for us, both now and for the future.
Fast forward a few years, our boys are grown, and we’re so grateful we got that advice early on. It helped us make informed decisions and still enjoy the life we wanted along the way.
We know managing money can feel like a lot, especially when life gets busy or throws you a curveball. That’s why we’re here: to make things simpler, clearer, and more supportive. Our advice is easy to understand, always honest, and focused on what matters most to you and your loved ones.
Our purpose is simple: to walk alongside you and help build a brighter future, together. Whether you’re just starting out, raising a family, running a business, or planning for retirement, we’re here with trusted advice, friendly support, and service that’s truly there for you, every step of the way.
Helping people is what I love most. No matter your situation, I’m here to listen, guide, and support you. For me, financial advice isn’t just about numbers, it’s about giving you peace of mind, so you can focus on what really matters.
Our way.
We’re here with life-focused, trusted advice.
We get it, you want to live the life you want now and into the future but don’t know what the plan should look like. Words like wealth and investments sound great, but how does that translate to you enjoying your life? We bridge that gap building a plan that gives you peace of mind.
We care about you.
No cookie-cutter solutions here. We take the time to understand your life, your goals, and what matters most to you—then we build a plan that fits, together.
We’re committed to amazing service.
Service is our jam. It’s personal, it’s prompt, and it’s there when you need it most. Whether it’s a small question that’s been bugging you or a big life moment that needs clear direction, we’re here with real options—even when it feels like there aren’t any.
Our Process
We’ve designed our process to be simple, supportive, and all about you. Here’s what it looks like:
Step 1: Let’s Get to Know You
We start with a relaxed chat to understand what matters most to you, your goals, your lifestyle, and any worries you might have. No pressure, just a genuine conversation.
- We explore what you’d like life to look like now and in the future.
- We gather the key info, like income, assets, debts, insurance, and super.
- We talk through what advice might be helpful and what the process will look like.
- You’ll get a clear idea of what to expect, including scope, timing, and costs.
Step 2: Building the Right Strategy
Once we understand your world, we get to work designing a plan that fits your life. It’s tailored, practical, and focused on helping you feel confident about your future.
- We take a close look at your current financial picture.
- We explore smart ways to grow, protect, and manage your money, like tax tips, super, insurance, and investments.
- We make sure your plan reflects your values (like family goals or ethical investing).
- We show you different options, so you can choose what feels right.
Step 3: Sharing the Plan
We’ll walk you through your personalised advice in a clear and easy-to-follow way. You’ll know exactly what we’re recommending and why, so you feel informed and in control.
- We walk you through your personalised plan in plain English, no jargon.
- We explain the pros, cons, and what each option means for you.
- You’re encouraged to ask questions and share your thoughts.
- We provide helpful tools and info so you feel confident in your choices.
Step 4: Putting the Plan into Action
When you’re ready, we’ll help you put everything in place. We take care of the details so you can focus on living your life, knowing your finances are on track.
- We help set everything up, like super, insurance, investments, or debt changes.
- We work with any other professionals you need (like your accountant or solicitor).
- You’ll get regular updates, so you always know what’s happening.
Step 5: Ongoing Support & Check-ins
Life changes and your plan should too. We’ll stay in touch, check in regularly, and be here whenever you need us. Think of us as your financial partner for the long haul.
- We check in regularly (usually once a year, or more if needed).
- We track your progress and adjust your plan as life changes.
- We keep you updated on any important changes, like new laws or opportunities.
- You’ll always feel supported, with check-ins, helpful info and guidance along the way.
