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Little Book of Retirement Concepts

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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

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BENEFITS OF BOOK

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View all financial information

View all your financial information within one app and update balances daily

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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

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Electronic signature

From a click of your finger you can now sign documents electronicslly and they will be stored in your doc vault

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Store documents 

Store all documents in your document vault securely and safely.

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Manage your property

Get live valuations from CoreLogic and make it easy to manage the finances for the property

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Access on all devices

Login from any device and access your information securely. 

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Stay in control

Keep up-to-date with all your finances in one app and know where your money is going

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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

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Start managing your wealth in one simple app.

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