Purpose Planning

08/10/2026

One meeting was all it took for this couple to feel confident about enjoying more of what retirement has to offer. ✈️

With a clearer picture of their finances and what was possible, they stopped putting their holidays on hold and started booking them.

Sometimes, the value of financial planning is simply having the confidence to say, “Let’s go.”

💬 Thinking about how you could make more of your retirement? Get in touch with Purpose Planning and let’s start planning.

Know someone who’s been putting their travel plans on hold? Share this with them. ✈️

05/10/2026

We’re proud to have been recognised by Spark Financial Group as a Platinum Practice for the past 12 months. 🏆

A big thank you to Anish - Northstar Wealth Management for passing on the award. We couldn’t attend last week’s PD conference, so it was great to receive this recognition and celebrate our practice’s achievements with Spark Financial Group.

We look forward to continuing to grow and provide quality financial advice to our clients.

23/09/2026

Purpose Planning (always) on the road. 🚙

Last week, we made our way to Bathurst to catch up with clients, with a little Bunnies and Monies companion tagging along too. 🐰📚

We love being able to sit down with our clients in person, wherever they are, and have genuine conversations about their lives, goals and what matters most to them.

Purpose Planning.

RetirementPlanning

16/09/2026

Financial planning is about much more than numbers. It’s about your life, your goals and what matters most to you.

At Purpose Planning, we’re interested in the life you want to live, not just the numbers on a spreadsheet.

15/09/2026

Retirement planning is about making room for the things you want to enjoy. 🚐🇦🇺

For this couple, that meant buying a caravan and travelling around Australia together.

With the right planning, we helped make their goal possible while keeping their wider retirement strategy on track.

Seeing clients turn their plans into the retirement they’ve imagined is one of the most rewarding parts of what we do.

14/09/2026

A lump sum or inheritance can open up exciting opportunities, but knowing what to do with it can be difficult.

The key is making sure your money is working towards the future you want, rather than making a rushed decision.

💬 Received a lump sum or inheritance? It could be worth getting advice before making any big decisions.

04/09/2026

A recent client question raised an important point about accessing and re contributing to super when selling your home. 🏡

The rules can be complex, but the right advice can help you understand your options and make informed decisions.

💬 Thinking about selling your home? Let’s chat about your options.

02/09/2026

02/09/2026

We’ve wrapped up a great few days in Broken Hill. 🚙

It was fantastic to catch up with both new and existing clients, have meaningful conversations and help people feel more confident about their financial future.

One of the most rewarding parts of what we do is hearing how much clients appreciate the support and guidance we’ve provided, particularly those already approaching retirement with confidence because they have a proper financial plan in place.

Thank you to everyone we met in Broken Hill. We’ll be back next year! 👋

22/08/2026

Get to know Lionel beyond the numbers and retirement planning. 👋

Here’s a little more about the person behind Purpose Planning.

💬 What would you like to know about Lionel? Drop your questions in the comments!

FinancialAdvice