Areté Wealth Strategists Australia
60 South 6th St, Suite 2800
Minneapolis, MN 55414
Training: The Seven Stages of Money Maturity Training Graduate more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
Cross border financial planning and investment management for Aussie expatriates in the US, Americans living in Australia, and expats departing the US.
About My Practice
Areté Wealth Strategists Australia serves the needs of Australian business owners and executives located in the US and Australia
About Ashley Murphy
- Former Adjunct Prof at Golden Gate University & University of California Berkeley Extension - Instructor in Risk Management - Member of fee-only Financial Planning organizations (AICPA, NAPFA and XY Planning Network) - 5 x 5 star Yelp reviews over several years - Toolkit of knowledge, tools and resources to assist Aussie expats - Act in a fiduciary capacity 100% of the time - Emphasis on financial planning and budgeting - Significant investment in education (& on-going) - Freedom from corporate conflicts of interests - Leading edge technology stack ? location independence - Robust information security
Aussie Expat Business owner or executive 40-60 years old Physically active Progressive Delegator (time-poor)
Complex financial life Minimum $500K AUM
Fiduciary / Fee-only Financial planning: Hourly or monthly retainer (minimum 12 months) Investment management: Assets under management
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