Jason O’Connell – Financial Life Planner is a leading financial planning business based in Australia, specialising in providing expert advice and tailored services to British and Irish expatriates. With a focus on retirement planning, Jason O’Connell offers a fresh perspective on financial planning, aiming to help clients achieve their dreams and live a fulfilling life post-retirement. With over 17 years of experience, Jason has helped hundreds of expatriates navigate complex financial issues such as pension transfers, investments, tax planning, and more.
Jason O’Connell’s approach to financial planning is centered around understanding each client’s unique goals and aspirations for retirement. By collaborating with Jason, clients receive personalized guidance and support throughout their financial journey, ensuring they have the means to achieve their desired lifestyle in retirement. With a people-first philosophy, Jason aims to empower his clients to dream big, plan effectively, and ultimately experience wealth and happiness in their later years.
As an authorized representative of Shartru Wealth, Jason O’Connell brings a wealth of knowledge and expertise to the table, helping clients overcome financial obstacles and optimize their pension, investments, and overall financial situation. With a track record of success and numerous testimonials praising his professionalism and effectiveness, Jason O’Connell – Financial Life Planner is a trusted partner for expatriates seeking comprehensive and reliable financial guidance in Australia.