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An Irish expatriate and Australian resident, Jason O’Connell is the leading life and retirement financial planner for British and Irish and expatriates living in Australia.
Jason gives his clients the confidence to dream big – and make those dreams materialise. He provides a new perspective on retirement, a fresh way of thinking and an out-of-the-box approach to financial planning that is proven to work. He wants to understand your future intentions and do what it takes to help you make them happen.
By working with Jason, you get expert advice and a highly tailored service on all manner of expatriates financial issues, including pension transfers, QROPS, investments and portfolio management, tax and much more.
Over 300 expatriates have trusted Jason as their go-to financial partner on all thing’s wealth – and happiness – all over the world and now down under.
If you had no money worries, what would you do? This is where it starts. Jason works with you to discover your retirement life goals and future dreams – and then sets a clear plan in place to give you the means to achieve them. Any other way of doing it, is backwards. Collaborating with Jason, you’ll discover that retirement is when you stop living at work – and start to work at living.
Nobody can afford to get retirement wrong. As an expatriate, your finances are more complex than most. Jason will detail the cross-border retirement challenges and the solutions open to you. He’s also regulated to advise on investments, inheritance, savings, life assurance and critical illness cover – any combination could work to save (and make) you money.
Jason knows what’s going through your head, because it went through his too – and still does. Every day for the past 17 years, Jason has helped people swap doubt and worry for wealth and happiness, giving expats the confidence to retire comfortably. With Jason, you’re not going to get a yearly statement. You’re going to get a contact, a source of assurance and confidence.
As an expat in Australia, you’ll know that there’s no off-the-shelf retirement package. Jason’s people-first approach to your retirement goals and his drive to innovate and push boundaries will help you ensure that the things that matter most to you in life, both now and in the future, will actually happen.
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FINANCIAL SERVICES GUIDE | PRIVACY POLICY
JASON O’CONNELL 2022 | ALL RIGHTS RESERVED
Jason O’Connell is an authorised representative (“AR”) of Shartru Wealth Management Pty Ltd ABN 46 158 536 871, AFSL no. 422409.
This website contains general advice only. You need to consider with your financial planner (or adviser), your objectives, financial situation and your particular needs prior to making an investment decision. Shartru Wealth and its authorised representatives do not accept liability for any errors or omissions of information supplied on this website.
