**Ready for the Retirement you've always dreamed of?**

Start here with purchasing a guide to help you understand the possibilities in retirement to prepare you for the golden years!

Benefits of using our book

Retirement can be a complex stage of life—without the right information or awareness of the pitfalls, it can quickly become a daunting and stressful time. And that’s not what you worked 40 or 50 years for.

Understand the financial aspect

Gain clarity on your financial future with easy to understand pages of complex areas.

The power of planning ahead

Effective planning brings confidence, peace of mind, and ensure you're ready for whatever retirement brings.

Understand the lifestyle issues

Retirement is more that finances - explore the lifestyles choices that shape a fulfilled, balanced retirement for you.

Improving your knowledge

Whether you’re just starting to think about retirement or are well on your way, this guide offers valuable insights and practical advice you can apply to your own life. Moreover, you’ll find a notes section where you can jot down your thoughts and important questions as you prepare for this significant life transition

Copies Sold

Customers Helped

Reviews

Copies Sold

Customers Helped

Reviews

Get To Know Our 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, Retirement Coach 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

TESTIMONIALS

What others are saying

"Found the book very easy to read"

"
We have found the book easy to read and it covers nearly all the relevant aspects of retirement planning. We see the book as a great snapshot of what we have achieved with you and your excellent advice in the planning process. We thoroughly recommend this book to couples and singles who are in their mid working lives and who will need to start planning for retirement in the following 10 years. One comment, but don’t take this as a criticism, we would suggest an additional chapter similar to Chapter 38. It could be titled “Leveraging your Financial Planners Expertise”. A lot of people who have never dealt with a FP don’t know what they do and don’t understand what value they can offer, eg advising and setting up transition to retirement pension accounts for instance and consolidating an individual’s /couples‘ super into one platform.

Overall, an excellent booklet and one that would have been great to access when we first embarked on our journey with you.."

- Steve (70) & Gabrielle (72), NSW

"It is a wonderful concise summary"

“Patty and I are looking to retire in the next four years. Ideally around the middle of 2028. We started doing to the usual Google searches for information around how much money we will need to sustain a certain lifestyle and other key aspect of retirement that we should be aware of such as health, travel, and having a purpose. We were thrilled to get a copy of the Little book of Retirement concepts which we both read from cover to cover. It is a wonderful concise summary of all possible aspect from pre-retirement planning through to estate and Will preparation. The format of the book is great as it allows for notes and questions and provokes the reader to consider aspects logically and methodically. Unlike information obtained via Google, it’s comforting to know the information has been compiled but two trusted and credible Financial Advisers. I encourage everyone – no matter how old, to get a copy of the Little book of Retirement concepts and ensure their retirement is a controlled and planned stage of their life”.

- Ross (58) & Patty (56) NSW

"It's been a game changer"

"We’ve never been very good with money stuff, and the idea of planning for retirement was pretty overwhelming for us. We didn’t know where to start or what we should be thinking about. That’s when we found the Little Book of Retirement Concepts

and it’s been a game changer. It explains everything in a way that’s easy to understand, even for people like us who don’t know much about super or investments.

The book has made us feel more confident about our future and taken away a lot of the stress we had about retirement. We’ve started making small changes, and it’s great to know we’re on the right track. We couldn’t recommend this book more for anyone who’s feeling lost with their retirement planning!."

- Peter (66) & Karen (62) NSW