Ashley Murphy, CFP® AIF®

Principal / Founder
Areté Wealth Strategists Australia
60 South 6th St, Suite 2800
Minneapolis, MN 55414
United States
Phone: 6125840682
Training: The Seven Stages of Money Maturity Training Graduate more info

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

Ideal Clients
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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