Jason O'Connell - Financial Life Planner

Jason was referred by a friend I worked with in the UK with a view to transferring my UK pensions to Australia. I have been very happy with Jason's service and support, he is very knowledgeable about the process and even with the timing of the transfer being tight he provided excellent support over this period of stress! Thank you Jason and team!!!

I had a few queries relating to the transfer of a UK pension to Australia as the information I could find online was not clear and conflicting. Jason's team was very helpful in clarifying my questions so I could understand the options and make informed decisions. They were also helpful in raising another aspect for me to consider which I am very appreciative of. Highly recommend the team.

Jason and team have been excellent - and very patient! - helping me navigate the complexities of onshoring my UK pension. It has been a complex journey with many steps and Jason has advised and explained each and every one. And importantly the team have done all the heavy lifting. Hugely appreciated.

Being a UK expat living in Australia Jason helped me with pension and financial planning across both countries. I was overwhelmed by tax and regulation plus all of the constant changes and uncertainty of investment markets. Jason is highly regulated, authentic, professional and up front with fees and recommendations. I never felt pressured, just informed and supported which is refreshing in the world of finance. I would not hesitate to recommend Jason and team for pension support for UK ex pats in Australia. Plus local financial advice.

I was in a very difficult situation with the divorce settlement coming from the UK to Aust. I had given away all of my power. I searched Google for help and found Jason O'Connell and he has been a life saver. Not only with his extensive expertise of financial and political knowledge, he has a zany sense of humour and an uncanny empathy. Jason has turned an undaunting and overwhelming situation of my finances, into a manageable process for me, where I not only make money, but have control of the financial side of my life. I still have doubts and uncertainties, but Jason is always there for me. Calmly and with patience, he guides me through. My plan is that he will be there for the rest of my life. Thankyou Jason.

Anyone with a UK pension who is either moving to Australia or is already here should get in touch with Jason O'Connell for tax advice . He can advise on the transfer of a Uk Pension to a QROPS in Australia and the timeline involved. Jason and his team will review the various options open to you, and also provide support and guide you through all of the necessary documentation required. I have recently completed such a transfer, resulting in substantial tax savings here in Australia. Highly recommended and you will see why it is highly advantageous to engage Jason to organise your UK pension transfer.

Approaching 55 years old I did a heap of research around transferring a UK private pension to Australia and approached Jason for much needed assistance. From first contact Jason's responce was very timely and arranged a consultation within a couple of days. Friendly and very knowledgable Jason took time to fully understand my personal situation in order to determine where he could provide value. Despite ultimately advising that it wouldn't be economical to utilise his services at this stage, given my unique circumstances, Jason took the time to share tips that set me on an appropriate path, for which I'm extremely grateful. His passion for the industry was immediately obvious and refreshingly he's clearly focussed on client satisfaction too. I wouldn't hesitate to recommend Jason or contact him again in future.