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RESOURCES
Information and knowledge is key to getting ahead in life. Here at Purpose Planning, we aim to be educators first and advisers second so all our clients know what they are doing.
We help clients from all different socioeconomic backgrounds and want them to learn about their personal finances and get ahead in life.
Below we have provided documents that we provide to clients in our first meeting to help you understand your personal finances.
FINANCIAL EDUCATION
Financial Education
Financial Education - Little Book of Wealth Concepts
This is a book our principal financial planner - Lionel O'Mally created to help his clients understand all the areas of there personal finances. In it there are little pieces of information to help you understand concepts of advice and its a tool to help educate our clients on finances if they are not familiar with there finances.
FINANCIAL SERVICE GUIDE
Financial Services Guide
MYGOV
Mygov Super Fund Information
VANGUARD
Vanguard Index Cart
Advice Practitioner Certificate
Financial Advice Association Australia - Advice Practitioner
Our Principal Financial Planner - Lionel O'Mally is part of the financial planning industry group and has been recognised as a certified Advice Practitioner. This mean he has satisfied the education, experience and ethics requirements for admittance to the association. This gives our clients confidence you are dealing with a real 'Advice Practitioner'.
Value of Financial Planning
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