Lionel O'Mally

Purpose Planning

Platinum

8 Yrs Experience

Baulkham Hills, NSW 2153

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Lionel O'Mally is a specialist retirement planning adviser and financial planner with Purpose Planning, based in Norwest, Sydney, NSW, Australia. With over a decade of experience in the financial planning industry, Lionel focuses on helping pre-retirees and retirees make informed decisions to plan, protect, and prosper with their wealth.

As a co-author of the 'Little Book of Retirement Concepts'—available at http://LBRC.au—Lionel provides practical strategies and insights tailored to the unique needs of Australians approaching or enjoying retirement. His expertise spans retirement planning, self-managed superannuation funds (SMSFs), and holistic financial advice designed to create confidence and clarity for his clients.

Lionel is also a proud member of the prestigious Million Dollar Roundtable (MDRT) and serves as the New South Wales State Chair, where he organises events to help fellow advisers share experiences and foster professional growth. He regularly attends international MDRT conferences, gaining valuable insights from around the world to enhance the advice and support he provides to his clients.

Beyond his advisory services, Lionel is a respected commentator in the retirement planning space. He co-hosts 'The Supermen Podcast' and 'The Retirement Concepts Podcast', offering engaging content and expert discussions on financial planning and retirement strategies. He also contributes as a guest speaker on Outback Radio 2WEB, delivering financial insights to listeners, and runs corporate retirement planning seminars across New South Wales.

Podcasts:

The Supermen Podcast:

Available on

Spotify: https://open.spotify.com/show/5n9VpABKwDMwmV74G8sJLY) and

YouTube: https://www.youtube.com/@TheSupermenPodcast-ij8qt

The Retirement Concepts Podcast:

Available on

Spotify: https://open.spotify.com/show/3hkQwf3h6csijomEdXOZiT

YouTube: https://www.youtube.com/@LittleBookofRetirementConc-l3i

Whether you're seeking to maximise your superannuation, secure your financial future, or navigate the complexities of retirement, Lionel's goal is to help guide you every step of the way, taking your worries away about your finances and helping you make the right decisions.

Government Assistance
Superannuation
Retirement & Pension
Shares & Investments
Tax Strategies

Our minimum initial Advice fees start at $3,300 inc GST per account.

5.00 January 2025

We found Lionel understanding to our financial goals and on going support for our retirement plans.

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.