Purpose Planning

Purpose Planning Financial Services Want to find out more? drop us an email at: [email protected]

Purpose Planning is a financial services business helping everyone possible make more informed financial decisions and guiding them along the way through our holistic Plan – Protect – Prosper advice process. Our Purpose is to help consumers navigate through their stages of life, understanding their financial situation, reviewing all options and recommending a strategy for the best possible outcome to help them strive for success.

28/05/2026

📣We’re heading back out to Bourke next week, 1st and 2nd of June to help locals with superannuation, retirement planning, business strategy, and accounting support.

Lionel will be joined by Vince Clemente, a chartered accountant and finance professional at to assist business owners across the Bourke and Central West region.

If you’ve been thinking about getting more organised financially, reviewing your super, planning for retirement, or finding an accountant and advisory team that can help you stay ahead — this is a great opportunity to have a conversation.

➡️We still have a few spots available.

Reach out to:

Lionel O’Mally
📩[email protected]
📞0400 362 473
🗓️https://calendly.com/lionel-purposeplanning/15min

Vince Clemente
📩[email protected]
📞0422224314

21/05/2026

ASIC research highlighted the 5 major concerns Australians have when it comes to retirement planning and financial confidence.

From worrying about whether their money will last, to questioning if they’re on the right track, many Australians approaching retirement are feeling uncertain about the future.

Are these questions on your mind too?

In the latest episode of the , Lionel and Matty unpack these concerns, discuss the conversations they’re having with clients, and share what people should really be focusing on as they approach retirement.

🎧 Watch the latest episode to hear the full discussion.

20/05/2026

Big welcome to Jack O’Mally joining the Purpose Planning team 👏

Jack officially begins his Professional Year on July 1 as an Associate Adviser, bringing a fresh perspective, strong work ethic, and genuine passion for helping people.

From landscaping to financial planning — it’s a big career shift, but one built on relationships, hard work, and helping people build a better future.

Exciting times ahead for the team. Welcome aboard, Jack
🤝

Financial advice should leave you feeling clearer, more confident, and supported — not overwhelmed.We’re grateful for cl...
19/05/2026

Financial advice should leave you feeling clearer, more confident, and supported — not overwhelmed.

We’re grateful for clients who value honest conversations, practical guidance, and having someone they can trust as they prepare for the future.

That peace of mind is exactly what good planning is about.

15/05/2026

We’re heading out to Bourke before EOFY to meet with clients and talk all things super, retirement planning, pensions, and financial strategy.

If you’re in the Bourke or Central West area and would like to book a meeting, now’s a great time to get organised before June 30.

Book a quick call through our website at purposeplanning.com.au or email Lionel directly at [email protected].

See you all soon 🤠

ASIC research highlights a growing retirement confidence gap among pre-retirees aged 50–66. 👵🏻👴🏻Many Australians are app...
15/05/2026

ASIC research highlights a growing retirement confidence gap among pre-retirees aged 50–66. 👵🏻👴🏻

Many Australians are approaching retirement feeling uncertain about their financial future, with concerns around running out of money, being behind, and not fully understanding their retirement position.

The good news? Confidence often starts with clarity. 💯

If you’d like a better understanding of where you stand and what your next steps could look like, reach out to Purpose Planning for a conversation.

Feedback like this is why we do what we do.Retirement planning can feel overwhelming without the right guidance, which i...
13/05/2026

Feedback like this is why we do what we do.

Retirement planning can feel overwhelming without the right guidance, which is why having someone who listens, explains clearly, and helps create a tailored strategy can make all the difference.

👉If you’re thinking about retirement and want clarity around your next steps, it may be time to start the conversation.
purposeplanning.com.au

PlanWithPurpose

12/05/2026

You may feel like you’re preparing for retirement, but true readiness comes from having a clear and structured strategy in place.

Many people start saving or thinking about retirement without fully knowing if their plan will support the lifestyle they want in the future. That’s where clarity makes the difference.

Confidence in your future isn’t just about having a plan — it’s about knowing where you’re headed, understanding your goals, and having a roadmap to help you get there.

So the real question is: does your retirement plan give you confidence in the life you want to live ahead?

07/05/2026

Retirement isn’t about slowing down — it’s about having the freedom to choose what comes next.

The open road looks different for everyone… the key is having a plan that lets you enjoy the journey with confidence.

ASIC data shows Australians aged 50–66 are spread across three distinct retirement stages. Each stage comes with differe...
07/05/2026

ASIC data shows Australians aged 50–66 are spread across three distinct retirement stages.

Each stage comes with different timelines, risks, and financial decisions.

The key is knowing your position — and making sure your strategy aligns with it.

📅 Speak with us at Purpose Planning to review where you stand.

PlanWithPurpose

Address

11 Solent Circuit Baulkham Hills
Sydney, NSW
2153

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 4pm

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