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.

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

21/08/2026

A recent client scenario showed how the right financial strategy can make a significant difference at tax time.

By looking closely at the client’s circumstances and available options, we helped put them in a position to receive a $19k tax refund. 💰

It’s a reminder that good financial planning isn’t just about investments. Sometimes, the right strategy can make a meaningful difference to your bottom line.

💬 Could you be missing opportunities in your own financial plan? Book a call with Purpose Planning to discuss your options.

PurposePlanning

20/08/2026

Selling your home can create a significant opportunity to strengthen your retirement position.

The key is knowing what options are available and how they work together.

💬 Recently downsized or thinking about selling? Book a call with Purpose Planning to discuss your options.

PurposePlanning

19/08/2026

Feeling in the dark about retirement planning? You’re not alone.

Superannuation, investments, insurance and retirement decisions can feel overwhelming, especially when you’re not sure where to start.

You don’t have to work it all out yourself.

💬 Ready to shed some light on your financial future? Book a call with Purpose Planning and let’s have a chat.

18/08/2026

When couples have different levels of taxable income, where super contributions are made can make a significant difference.

In this client scenario, the potential tax saving could be 24% on one contribution compared with just 3% on the other.

That’s the value of good financial advice: understanding the full picture and identifying the strategy that puts the client in a stronger position.

💬 Are your super contributions structured in the most effective way? Book a call with Purpose Planning to find out.

17/08/2026

Keeping your money sitting still might feel safe, but if inflation is reducing its purchasing power, you could be losing ground without realising it.

💬 Is your money keeping up with inflation? 📈

PurposePlanning

14/08/2026

Retirement planning isn’t only about how much money you have. It’s about understanding how you want to spend your time, who you want around you, what keeps you active and what gives your life purpose.

At Purpose Planning, we take the time to understand the person behind the numbers so your financial plan supports the retirement you actually want to live.

💬 What does a fulfilling retirement look like for you?

13/08/2026

Jack Omally has officially brought the flash to the Central Coast. 😎😂

With the new glasses on, you definitely won’t miss the Purpose Planning team as we’re out and about meeting clients across the coast.

🚙 Home visits, cafés, golf courses or wherever our clients are, we’re happy to come to you.

💬 Central Coast locals, have you spotted the flashy financial planner yet? 😎

13/08/2026

Inspired by James Wrigley and his commitment to posting consistently, Lionel and Victor Idoko are taking on their own challenge: two posts a day. 💪

The goal is simple: show up, share ideas and stay consistent.

💬 Think the boys can keep it going? Give them some encouragement in the comments! 👏

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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