How it works | Jason O'Connell | Life and retirement financial planning

Jason O'Connell

How it works

1. You’ll get to know each other

Before Jason can help, he needs to understand your unique financial story. He’ll need to learn all about you, your lifestyle and your future goals. While Jason has a lot to say on many topics, he’s a great believer in practicing the saying of Greek philosopher Epictetus, ‘We have two ears and one mouth so that we can listen twice as much as we speak”. In order to establish what really matters to you so he can help you to make it all happen, he’ll ask the questions that help you unlock big dreams and aspirations – dreams that you might think are currently impossible, and aspirations that you may never put your finger on before.

In this assessment phase, Jason will ensure you both have a firm grasp on your priorities, current income, savings, expenses and debts and what needs to be done be to ensure you make the important things in life happen.

2. Together, you’ll create a vision for your future

Perhaps the most important part. Jason helps you to clearly list and prioritise your future dreams and aspirations. You’ll know where your retirement will take you. What you want to achieve. What a fulfilling and purposeful life in retirement means to you. Then, working closely with you, he’ll model a wealth map to execute, including short and long-term tangible plans and financial goals, that you can approach with confidence and clarity.

3. He’ll overcome the obstacles

Life throws all kinds of challenges at us every day, roads to navigate, problems and puzzles to solve. But the good thing about a problem, is that there’s usually a solution. As an expatriate and Australian resident himself, Jason understands the complexities of moving a family to the far side of the world, and the hurdles and surprises you might encounter during the process. Along with being highly qualified and experienced, this puts Jason in a unique position to help expatriates navigate challenges, identify opportunities, and make efficiencies along their own journey.

4. He’ll identify the best solution

Jason believes in pushing the envelope. His vast experience and intricate knowledge of the unique expatriate retirement landscape means Jason delivers inventive financial plans, individually tailored to your circumstances. Jason’s plan for you will promote efficiency and deliver the best retirement for you. You’ll know that no stone has been left unturned in finding the right solutions to the individual challenges you face.

5. He’ll be with you through it all

The best laid plans are those that are flexible, adaptable and able to deliver through life’s ever-changing dynamics. Creating your plan is just the start. After this, Jason will help you monitor its successes, constantly looking ahead to mitigate the potential shortcomings of any unexpected events. How well your plan is adapted and executed over time, will have just as much impact on the outcome as the initial planning itself. This ongoing support and guidance is what gives every client Jason works with a deep sense of reassurance that they can continue to achieve the retirement that makes the things that are important to you happen.

You’ll get to know each other

Before Jason can help, he needs to understand your unique financial story. He’ll need to learn all about you, your lifestyle and your future goals. While Jason has a lot to say on many topics, he’s a great believer in practicing the saying of Greek philosopher Epictetus, ‘We have two ears and one mouth so that we can listen twice as much as we speak”. In order to establish what really matters to you so he can help you to make it all happen, he’ll ask the questions that help you unlock big dreams and aspirations – dreams that you might think are currently impossible, and aspirations that you may never put your finger on before.

In this assessment phase, Jason will ensure you both have a firm grasp on your priorities, current income, savings, expenses and debts and what needs to be done be to ensure you make the important things in life happen.

Together, you’ll create a vision for your future

Perhaps the most important part. Jason helps you to clearly list and prioritise your future dreams and aspirations. You’ll know where your retirement will take you. What you want to achieve. What a fulfilling and purposeful life in retirement means to you. Then, working closely with you, he’ll model a wealth map to execute, including short and long-term tangible plans and financial goals, that you can approach with confidence and clarity.

He’ll overcome the obstacles

Life throws all kinds of challenges at us every day, roads to navigate, problems and puzzles to solve. But the good thing about a problem, is that there’s usually a solution. As an expatriate and Australian resident himself, Jason understands the complexities of moving a family to the far side of the world, and the hurdles and surprises you might encounter during the process. Along with being highly qualified and experienced, this puts Jason in a unique position to help expatriates navigate challenges, identify opportunities, and make efficiencies along their own journey.

He’ll identify the best solution

Jason believes in pushing the envelope. His vast experience and intricate knowledge of the unique expatriate retirement landscape means Jason delivers inventive financial plans, individually tailored to your circumstances. Jason’s plan for you will promote efficiency and deliver the best retirement for you. You’ll know that no stone has been left unturned in finding the right solutions to the individual challenges you face.

He’ll be with you through it all

The best laid plans are those that are flexible, adaptable and able to deliver through life’s ever-changing dynamics. Creating your plan is just the start. After this, Jason will help you monitor its successes, constantly looking ahead to mitigate the potential shortcomings of any unexpected events. How well your plan is adapted and executed over time, will have just as much impact on the outcome as the initial planning itself. This ongoing support and guidance is what gives every client Jason works with a deep sense of reassurance that they can continue to achieve the retirement that makes the things that are important to you happen.

Is it time to start your journey?

Unfortunately, not every expatriate aspiring to retire in Australia can work directly with Jason, as he provides a very bespoke service that invests a lot of time in planning his client’s future happiness.

If you’re serious about getting the most out of your retirement in Australia and want to find out more about working with Jason, reach out to him today.

Contact Jason O'Connell

Is it time to start your journey?

Unfortunately, not every expatriate aspiring to retire in Australia can work directly with Jason, as he provides a very bespoke service that invests a lot of time in planning his client’s future happiness.

If you’re serious about getting the most out of your retirement in Australia and want to find out more about working with Jason, reach out to him today.