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Ashley works with clients to bring strategy, structure, clarity and confidence to their global financial lives and keep it that way. ​In 2013, Ashley founded Arete Wealth Strategists, a fee-only financial planning and investment management firm for Australian/American expatriates.

Living Between Two Countries - Our US Australia Experience! (Part 6)

In this webinar, Arete Wealth Strategists Australia Founder/Principal Ashley Murphy, GFP Fellow CFP® and his wife Eliza reflected on their journey now that their family has permanently relocated from the United States to Australia.

Some of the relevant issues that were addressed include:

1. Family & Life Transitions

Reflections on our international move—what prompted the decision, the timeline, and how it impacted our family.

2. Housing & Property

Key considerations in renting vs. buying (especially in Australia), working with real estate professionals, and managing or selling property—including what to ship vs. sell.

3. Education

Navigating school systems across borders and researching educational options from abroad.

4. Financial Planning

How we budgeted for the move, handled currency exchange, banking logistics, and safeguarded valuable goods.

5. Tax & Legal Considerations

Understanding tax residency, immigration concerns, and the expected tax implications of moving between countries.

6. Healthcare

Comparing and securing health insurance in both the U.S. and Australia during our transition.

7. Business & Work

Lessons learned from managing businesses and professional responsibilities across international borders.

8. Technology & Utilities

Tips for handling telephony, internet, and essential utilities when relocating internationally.

9. Miscellaneous Insights

Additional lessons, unexpected hurdles, and helpful tips we discovered along the way.

We hope you enjoy!

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Investment advisory services offered through Arete Wealth Strategists, a Securities and Exchange Registered Investment Advisor. Telephone number 888.544.3250. Arete Wealth Australia may offer investment advisory services in the State of Minnesota, California and in other jurisdictions where registered or exempted.
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