Ashley Murphy (AIF®, CFP®)

Planning Specialties

We work with two target demographics;

1. Business owners - we work with forward thinking business owners looking for financial advice at the intersection of personal and business finance. We provide business owners with;

   1. Provide strategic business growth counsel

   2. Provide advice on compensation strategies

   3. Retirement plan analysis and implementation

   4. Employee benefit analysis

   5. Risk management

   6. Business buy/sell planning

   7. Key employee retention strategies

   8. Exit planning

2. Australian/American expatriates: We work with Australian/American expatriates who have relocated to the United States to;
   1. Organize your global financial life; global balance sheet: automate statement collection, consolidate duplicate accounts, create an online financial portal to view all accounts in a single dashboard
   2. Determine your reporting obligations
   3. Help you define a budget and provide a method for its ongoing management
   4. Forecast your long term cash flow situation
   5. Assist in obtaining the best available foreign exchange rate conversion
   6. Provide an integrated global retirement savings strategy (drawing overseas pension funds, superannuation etc)
   7. Develop a comprehensive risk management strategy, and lastly
   8. Select an Australian based financial planning partner to assist with Australian specific advice and investments