Lionel O'Mally

Purpose Planning

Platinum

7 Yrs Experience

Baulkham Hills, NSW 2153

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As a Financial Planner & SMSF Specialist Advisor with Purpose Planning. I provide a range of services across all sectors of financial planning, giving holistic Financial Advice. My purpose is to help consumers navigate through their stages of life and guiding my clients to make more informed financial decisions to Plan, Protect and Prosper with their Wealth.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Tax Strategies

Our minimum initial Advice fees start at $2,500 + GST per account.

5.00 August 2024

Lionel and is team have always been great to work with. With his sound knowledge of the financial markets, he is always happy to answer any of our questions. On this occasion, Lionel provided us with guidance regarding our superannuation, taxation, estate planning and retirement planning. We have recently put our plans in place and now looking forward to our near future retirement. We shall also continue to review our situation at regular intervals with Lionel and adjust as needed. It is comforting to know that we have someone reliable like Lionel there should we need any assistance, his door is always open. From the both of us, thank you again Lionel, we very much appreciate your on-going guidance and financial advice.

5.00 August 2024

I was recommended from a past work colleague to get in touch with Lionel and the Purpose Planning team to help guide me into planning for retirement. From the very first meeting Lionel made me feel very comfortable and the advice that he has given me has been amazing. Lionel's knowledge and professionalism are second to none. I certainly feel I have made the right decision to have Lionel, and his team helping with my financial planning. Recommended to all who are seeking a highly professional financial adviser. Thanks Lionel and team.

5.00 July 2024

I was completely impressed with Lionel's professionalism and understanding of his product. Lionel was so understanding of my needs and he provides genuine advice that exceeds my expectations every time. I have no hesitation in recommending Lionel and Purpose Planning.

5.00 February 2024

Lionel's technical knowledge of Superannuation Products & Income Protection Insurance was fantastic. Lionel moved our Superannuation from average performing funds charging high fees to better Superannuation funds which he suggested and they have performed amazingly in a short period of time. Lionel has a great way with people, has expert knowledge and is a pleasure to deal with. We would highly recommend him as a Financial Adviser.

5.00 October 2023

Having just started our journey in regards to financial planning and getting advice, we were basic in our knowledge. Lionel was extremely educational sharing his knowledge and time generously.

We appreciate that he is approachable and reliable. He has been a pleasure to deal with and would highly recommend his team and services.