Financial planning | Jason O'Connell | Expat financial planning

Jason O'Connell

Financial planning

Financial planning and advice for expatriates in Australia

It doesn’t matter where you are in your life, as an expat, you’ll only benefit from putting a solid financial foundation under you and your family in the form of “your plan”.

If you’re British or Irish and living in Australia, then you’ll be contending with minimal state support, whilst being 10,000 miles away from many of your friends and family. There may be close to 2 million British and Irish in Australia, but your situation is unique and requires a unique solution.

Financial planning and expat problems

An expat financial plan ensures you’ll always have the financial support you need – for every day, and at every stage of your life. That means having enough money in the right place and right time, not just to survive, but thrive.

Your money may be spread across your country of birth, your country of residence or even counties elsewhere in multiple offshore investments, so pulling it all together in a strategic plan is not a feat to be taken lightly. The logistics alone are difficult to manage, but there’s the added complication of differing tax legislation and various other rules in the countries relevant to you.

Jason's approach to expat financial planning

Expat financial planning tends to be intricate and specialist, but it’s important to remember that it pertains to you. Your life priorities. Your needs. Your life.

This may all be about getting the dream retirement, ensuring your grandkids are able to go to any university they want, living in a house that makes you smile every day, or simply having the time while you’re still able, to give back by getting involved in projects or good causes that you’re passionate about. 

Jason starts by helping you figure out your life priorities.

You’ll have structured conversations that dig deep and dare you to dream. Jason will make sure your goals are the right mix of aspirational and realistic – then he’ll set about making them happen.

He’ll explain your options, maybe the sacrifices you could make today for an enriched and fulfilled life a little later. You’ll see the next steps, including understanding the risks, deciding on which priorities are non-negotiable and those that may be a little less so. 

You’ll get a portfolio of income streams such as super, UK/Irish state pension, rental income, other passive income streams, and learn how to arrange them in the most tax-effective structures to deliver the optimal outcome for you and your family, now, in retirement, and long after you’re gone. 

Depending on your circumstances, the plan will also address debts and liabilities, whilst taking care of all the cross-border transfer issues you’ll face as an explorer wanting to realise your dream of a better lifestyle in Australia.

Not an expat?

Of course, Jason doesn’t just work with the British and Irish communities in Australia, he also helps some of the many thousands of Australians who’ve returned home after a period of working in the UK or Ireland, building up pensions and other assets.

Any investment information provided on this website is general advice only and does not take into account the investors’ objectives, financial situation or needs. Before acting on this general advice, investors should therefore consider the appropriateness of the advice having regard to their objectives, financial situation or needs.

Financial planning and advice for expatriates in Australia

It doesn’t matter where you are in your life, as an expat, you’ll only benefit from putting a solid financial foundation under you and your family in the form of “your plan”.

If you’re British or Irish and living in Australia, then you’ll be contending with minimal state support, whilst being 10,000 miles away from many of your friends and family. There may be close to 2 million British and Irish in Australia, but your situation is unique and requires a unique solution.

Financial planning and expat problems

An expat financial plan ensures you’ll always have the financial support you need – for every day, and at every stage of your life. That means having enough money in the right place and right time, not just to survive, but thrive.

Your money may be spread across your country of birth, your country of residence or even counties elsewhere in multiple offshore investments, so pulling it all together in a strategic plan is not a feat to be taken lightly. The logistics alone are difficult to manage, but there’s the added complication of differing tax legislation and various other rules in the countries relevant to you.

Jason's approach to expat financial planning

Expat financial planning tends to be intricate and specialist, but it’s important to remember that it pertains to you. Your life priorities. Your needs. Your life.

This may all be about getting the dream retirement, ensuring your grandkids are able to go to any university they want, living in a house that makes you smile every day, or simply having the time while you’re still able, to give back by getting involved in projects or good causes that you’re passionate about. 

Jason starts by helping you figure out your life priorities.

You’ll have structured conversations that dig deep and dare you to dream. Jason will make sure your goals are the right mix of aspirational and realistic – then he’ll set about making them happen.

He’ll explain your options, maybe the sacrifices you could make today for an enriched and fulfilled life a little later. You’ll see the next steps, including understanding the risks, deciding on which priorities are non-negotiable and those that may be a little less so. 

You’ll get a portfolio of income streams such as super, UK/Irish state pension, rental income, other passive income streams, and learn how to arrange them in the most tax-effective structures to deliver the optimal outcome for you and your family, now, in retirement, and long after you’re gone. 

Depending on your circumstances, the plan will also address debts and liabilities, whilst taking care of all the cross-border transfer issues you’ll face as an explorer wanting to realise your dream of a better lifestyle in Australia.

Not an expat?

Of course, Jason doesn’t just work with the British and Irish communities in Australia, he also helps some of the many thousands of Australians who’ve returned home after a period of working in the UK or Ireland, building up pensions and other assets.

Information on this website is general advice and does not take into account your objectives, financial situation or needs. You should consider whether the advice is suitable for you and your personal circumstances.

Financial planing that supports your life goals

To find out more about how Jason can help you discover a financial planning approach that supports your dreams and life aspirations, get in touch.

Financial planing that supports your life goals

To find out more about how Jason can help you discover a financial planning approach that supports your dreams and life aspirations, get in touch.