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About Us

We are a Sydney-based financial services company with a small close-knit team dedicated to helping our trusted clients.


We build close relationships with our clients and understand their finances deeply. So that we can help make informed decisions for your financial future.


We provide guidance on your finances for those who don't want to not worry about their financial affairs and understand that we have there best interests always.


When it comes to your lifestage we devised a financial plan that fits that stage appropriately. In your journey through life, it pays to have a professional by your side who can help navigate through the financial obstacles that life throws at us.

Team

Our Team

Our team consists of energy and experience. We can help you navigate through your personal financial journey and build a strong relationship together and our priority is to look after your best interest at all times.

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Lionel O’Mally

Background and interest:
He originates from the back of Bourke and now resides in Sydney. He is a proud father to three children and a loving wife. In his own time he enjoys spending time with his kids and making lasting memories, fishing, playing golf, cooking and looking after his veggie garden.

 

Experience and Qualifications
He has been a Financial Adviser with various organisations and now the principal adviser and director of Purpose PLanning Norwest, NSW. We specialise in retirement planning helping our clients make more informed financial decisions both pre and during their retirement years.
He holds qualifications and professional affiliations with:

  • Bachelor of Financial Advising from the University of Western Sydney

  • Self-Managed Superannuation Fund Adviser (Personal Advice) from Mentor Education

  • Margin Lending Adviser (Personal Advice) from Mentor Education

  • Diploma of Financial Services (Financial Planning) from Mentor Education

  • SMSF Specialist Advisor member of the SMSF Association of Australia Limited.

Amanda Paul

Background and interest:
She lives locally to the office in Norwest. She loves the outdoors and wide open spaces. When she is not at work you will find her on a walking track taking in the new experiences and livi
ng her best life. 

Experience and Qualifications
With a background in financial services, she has been in the role with various companies for the last 15 + years. Lionel and Mandy have been working together for at least five years and now with Purpose Planning where she decide was best to continue her working career. 

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Vision

Our Vision

Our vision for our financial planning practice is to provide our clients with the highest level of financial advice and services, giving them the confidence to make sound decisions that will help them achieve their long-term financial goals.

We are committed to delivering a personal and tailored experience that puts our clients first and ensures they get the most out of their financial planning journey.

 

We strive to build long-term relationships with our clients so that they can trust us and feel secure knowing that their financial future is in good hands.

 

We believe that everyone should have access to financial planning and advice, and we strive to make it accessible to everyone.

Process

Our Process

We aim to keep the process simple, informative and productive so we can achieve all your goals and objectives. 

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Plan

We will understand your personal and financial situation to work out what’s important to you and your objectives.

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Protect

 We identify anything that may interrupt your future plans and put plan in place to protect those interest.

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Prosper

We help educate you on your current situation and grow your wealth so you can enjoy the future.

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Experts

Our Experts

We can only do so much with the financial planning aspects and below are the experts we work with to help you with the journey.

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Joe Ivankovic

FMC Chartered Accountants

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Vince Clemente

FMC Chartered Accountants

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Natasha Clemente

FMC Chartered Accountants

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Steve Kadry

Delton Financial – Mortgage Broker

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Cristian Fedrigo

Equipped Commercial Finance

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Tyrone Dutt

Empire Law – Estate Planning

"None of us, including me, ever do great things. But we can all do small things, with great love, and together we can do something wonderful." – Mother Teresa

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