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.

03/06/2026

Could you legally move millions into super and dramatically reduce tax at the same time?

This 3-minute video explains a real-life strategy most Australians have never heard of.

📤 Share this with, or tag someone who might need this information.

02/06/2026

What if you could legally reduce your capital gains tax bill to $0?

Here's a real client example of how the right strategy made all the difference.

02/06/2026

A few weeks on from the 2026 Federal Budget, the conversation has shifted from the announcements to what the changes actually mean for Australians.

In this Finance Talk segment with Rod Corfe on , Lionel discusses the economic outlook following the Budget, including inflation concerns, rising living costs, oil prices, and the challenges households may face in the months ahead.

Understanding the bigger picture is important — because global events, government policy, and market conditions all play a role in your financial future.

31/05/2026

If you’ve recently sold an investment property, this is one strategy you’ll want to understand before June 30.

Many Australians don't realise how unused super contribution caps may help reduce their taxable income.

🔖 Save this post and watch Part 2, where we break down a real client example and reveal the outcome.

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.

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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