Jason O'Connell - Expat financial adviser in Australia

Jason O'Connell

About Jason O'Connell

One of the most qualified and trusted expat financial advisers in Australia, specialising in life and retirement planning.

For almost two decades, in all manner of economic climates, Jason’s helped expatriate communities plan and accomplish cross-border retirement, leading teams, departments and companies full of highly skilled UK and Irish pension transfer specialists.

Hundreds of British and Irish families owe their everyday contentment and financial security to his knowledge and service.

Qualified

Australia
UK & Ireland
2
1
4
7
6
5

Experienced

Imperius Wealth

Director and Financial Planner

FEIFA
FEIFA

Co-founder and Executive Board Member

If you’re looking for a trusted expat financial adviser in Australia, you can now speak to Jason directly about how to maximise the benefits of your pension, investments and financial planning situation.

What’s it like to work with Jason?

Australia Future
You’ll no longer be a slave to your finances

Jason has witnessed the often-heavy shackles that finances can place on future plans, and believes nobody should be a slave to their money – particularly their pension. Jason will help you to identify opportunities for efficiency and overcome the obstacles that have been holding you back.

He treats your future happiness like his own

There’s nothing more deeply individual than happiness. Jason wants his clients to look back at their retirement and feel fulfilled, like there was nothing they missed out on. He wants them to accomplish everything they set out to achieve and gain the confidence to do things they never knew they were capable of. It’s only by dreaming big – and planning well –  that people can create this happiness, without being burdened or restricted by their finances.

Finances
More than clients
You’ll get the confidence to make it happen

Jason gives his clients the confidence to dream big – and the knowledge and reassurance to achieve them. 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. Jason wants to understand your future intentions and do what it takes to help you achieve them. 

You’re more than just a client

When you start to work with Jason, you’ll quickly realise you’re not just a client. Jason is your ally, working with you to support you on a very personal and critical journey. He’ll be there at every step of the way, not only as your financial planner, but your advisor, mentor and source of support.

Confidence to make it happen
Retirement
You’ll know exactly what you want from your retirement

Most people lack a tangible retirement plan and are somewhat unclear about their intentions for their later years. Unclear intentions lead to uncertain outcomes, but by working with Jason, you’ll demystify the complexities and create a clear vision of the road ahead. It starts with you aiming for the sky and focusing on how your retirement can make you happy, with confidence and clarity. Once you’ve identified what a fulfilling retirement looks like for you, only then can you plan accordingly and use your wealth to help you achieve these plans.

“I did look around at a few companies but they weren’t all suitably qualified to look at transferring my UK pension from both the UK and Australian sides of the transaction. I’m happy I went with you – it’s been managed very well. I’ve been able to have regular contact with one person who really understood my situation”

Steven S.

Mill Park, VIC.

“Moving five separate pension funds from the UK to Australia is a complex and bureaucratic process. Jason guided me through this with knowledge, energy, and balance. I have been very confident of his approach, which has been well-informed and comprehensive.”

Brett S.

Sydney, NSW.

“It was apparent from the beginning that you’re an expert, and I knew early on that I was comfortable dealing with you. Before talking to you I never realised what was involved in moving a pension from one country to another, and what my options were. You helped me understand what was involved, and that moving my UK pension to Australia was the way to go. Now that we know what our financial position really is, we’ve even been able to buy a new home”

Karl B.

Brisbane, QLD.

About Jason O'Connell

One of the most qualified and trusted expat financial advisers in Australia, specialising in life and retirement planning.

For almost two decades, in all manner of economic climates, Jason’s helped expatriate communities plan and accomplish cross-border retirement, leading teams, departments and companies full of highly skilled UK and Irish pension transfer specialists.

Hundreds of British and Irish families owe their everyday contentment and financial security to his knowledge and service.

Qualified
Australia
UK & Ireland
2
1
4
7
6
5
Experienced
Imperius Wealth

Director and Financial Planner

FEIFA

Co-founder and Executive Board Member

Holborn Assets

Former Vice President

If you’re looking for a trusted expat financial adviser in Australia, you can now speak to Jason directly about how to maximise the benefits of your pension, investments and financial planning situation.

What’s it like to work with Jason?

You’ll no longer be a slave to your finances

Jason has witnessed the often-heavy shackles that finances can place on future plans, and believes nobody should be a slave to their money – particularly their pension. Jason will help you to identify opportunities for efficiency and overcome the obstacles that have been holding you back.

He treats your future happiness like his own

There’s nothing more deeply individual than happiness. Jason wants his clients to look back at their retirement and feel fulfilled, like there was nothing they missed out on. He wants them to accomplish everything they set out to achieve and gain the confidence to do things they never knew they were capable of. It’s only by dreaming big – and planning well –  that people can create this happiness, without being burdened or restricted by their finances.

You’ll get the confidence to make it happen

Jason gives his clients the confidence to dream big – and the knowledge and reassurance to achieve them. 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. Jason wants to understand your future intentions and do what it takes to help you achieve them. 

You’re more than just a client

When you start to work with Jason, you’ll quickly realise you’re not just a client. Jason is your ally, working with you to support you on a very personal and critical journey. He’ll be there at every step of the way, not only as your financial planner, but your advisor, mentor and source of support.

You’ll know exactly what you want from your retirement

Most people lack a tangible retirement plan and are somewhat unclear about their intentions for their later years. Unclear intentions lead to uncertain outcomes, but by working with Jason, you’ll demystify the complexities and create a clear vision of the road ahead. It starts with you aiming for the sky and focusing on how your retirement can make you happy, with confidence and clarity. Once you’ve identified what a fulfilling retirement looks like for you, only then can you plan accordingly and use your wealth to help you achieve these plans.