Little Book of Retirement Concepts
About the Authors
Lionel O'Mally, Financial Planner & Director of Purpose Planning:
Lionel, is a dedicated financial planner with over eight years of experience in retirement planning. Based in Norwest, New South Wales. Lionel helps his clients all across Australia achieve their financial goals through guidance in personalised advice. As co-author of the Little Book of Retirement Concepts and co-host of the Retirement Concepts Podcast. Lionel brings a wealth of practical knowledge and experience in superannuation, pensions, Centrelink and risk management strategies.
Website: www.purposeplanning.com.au
Peter Graham from Redefining Retirement:
Peter Graham, founder of Redefining Retirement, is a lifestyle and retirement coach who helps people approach retirement with confidence and clarity. He offers strategies that go beyond financial security, focusing on lifestyle planning to ensure retirees have a fulfilling post-work life. His philosophy is about redefining what retirement means by living it with purpose at the tender age of 80. In his past life he was a financial advisor for 50 years and understand the importance and preparation and planning, which he helps people understand in his various presentation and sessions.
Website: www.redefiningretirement.com.au
BENEFITS OF BOOK
View all financial information
View all your financial information within one app and update balances daily
Make budgeting easy
Bank datafeed allow you to identify whats coming in and going out and we can help create a budget easily from this
Electronic signature
From a click of your finger you can now sign documents electronicslly and they will be stored in your doc vault
Store documents
Store all documents in your document vault securely and safely.
Manage your property
Get live valuations from CoreLogic and make it easy to manage the finances for the property
Access on all devices
Login from any device and access your information securely.
Stay in control
Keep up-to-date with all your finances in one app and know where your money is going
collaborate with professionals
Introduce professionals you work with or we can introduce the trusted professionals we work with to collaborate and help you with your finances
Buy a copy
Interested in buying a copy of your own book. We would love to send you out a copy that is in hard format copy only for $40.50 including postage to anywhere in Australia.
Click on the link below which will prompt you to add your details to our system. Pnce added you will receive a text message with a payment link to submit the payment to our system.
When the payment is r