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hrefhttps://ndcdyn.interactivebrokers.com/sso/Login target_blank classclient-portal-link-block w-inline-block>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61ef512d5ae46ac37601d9e6_1280px-Interactive_Brokers_Logo_(2014).svg.webp loadinglazy width307 sizes(max-width: 479px) 100vw, 307px alt srcsethttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61ef512d5ae46ac37601d9e6_1280px-Interactive_Brokers_Logo_(2014).svg-p-500.webp 500w, https://cdn.prod.website-files.com/619bb618fccf700d147588a0/61ef512d5ae46ac37601d9e6_1280px-Interactive_Brokers_Logo_(2014).svg.webp 1280w classimage-44/>/a>/div>/div>/div>/div>div classsection>div>h1 classheading>Global Wealth Management for American and Australian Expats/h1>div classtext-block-6>We bring strategy, structure, clarity, confidence and compliancebr/>to our clients’ global financial lives and keep it that way./div>div classdiv-block-2>a href/get-started classbutton w-button>Get Started/a>/div>/div>/div>div classsection-3>div classw-container>div classtext-block-8>As Featured In:/div>div classw-layout-grid grid-2>div idw-node-bd701d83-6c91-2659-e4f9-f7d9b45746fa-18dc655c>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61a91c8c8eb915ed34da767f_2560px-WSJ_Logo.svg.webp loadinglazy sizes(max-width: 767px) 100vw, (max-width: 991px) 727.9765625px, 940px srcsethttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61a91c8c8eb915ed34da767f_2560px-WSJ_Logo.svg-p-500.webp 500w, https://cdn.prod.website-files.com/619bb618fccf700d147588a0/61a91c8c8eb915ed34da767f_2560px-WSJ_Logo.svg-p-800.png 800w, https://cdn.prod.website-files.com/619bb618fccf700d147588a0/61a91c8c8eb915ed34da767f_2560px-WSJ_Logo.svg-p-1080.webp 1080w, https://cdn.prod.website-files.com/619bb618fccf700d147588a0/61a91c8c8eb915ed34da767f_2560px-WSJ_Logo.svg.webp 2560w altWall Street Journal Logo/>/div>div>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61a91cea7181adadb5bfa9a0_financial-advisors_owler_20190925_202928_original.webp loadinglazy alt/>/div>div idw-node-_210f76f3-5338-9a45-c598-988777da7ba9-18dc655c>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61a91c899362bbab0268321c_Think-Advisor-Logo-Color.png loadinglazy sizes(max-width: 767px) 100vw, (max-width: 991px) 727.953125px, 939.953125px srcsethttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61a91c899362bbab0268321c_Think-Advisor-Logo-Color-p-500.png 500w, https://cdn.prod.website-files.com/619bb618fccf700d147588a0/61a91c899362bbab0268321c_Think-Advisor-Logo-Color.png 1650w alt/>/div>/div>/div>/div>div classsection-2>div classcontainer-20 w-container>div data-delay5000 data-animationslide classslider w-slider data-autoplaytrue data-easingease data-hide-arrowsfalse data-disable-swipefalse data-autoplay-limit0 data-nav-spacing3 data-duration500 data-infinitetrue>div classmask w-slider-mask>div classw-slide>div classdiv-block-4>div>div classtext-block-7>Registered/div>h2 classheading-2>We are CERTIFIED FINANCIAL PLANNER PROFESSIONALs™ (CFP®) span classtext-span-16>and/span> Global Financial Planning Fellowbr/>/h2>/div>/div>/div>div classw-slide>div classdiv-block-4>div>div classtext-block-7>Fee-Only/div>h2 classheading-2>We are paid directly by our clients. We strong classbold-text>never/strong> receive a commission from anyone ever.br/>/h2>/div>/div>/div>div classw-slide>div classdiv-block-4>div>div classtext-block-7>Fiduciary/div>h2 classheading-2>We operate inbr/>‍strong classbold-text-2>your best interestbr/>‍/strong>100% of the time.br/>/h2>/div>/div>/div>/div>div classleft-arrow w-slider-arrow-left>div classw-icon-slider-left>/div>/div>div classright-arrow w-slider-arrow-right>div classw-icon-slider-right>/div>/div>div classslide-nav w-slider-nav w-round>/div>/div>/div>/div>div classsection-4>div classcontainer-4 w-container>h2 classheading-2-copy-copy>Our clients' needs are unique.br/>We tailor our advice to their situation. br/>/h2>div classtext-block-9>Please choose which of the following cross-border client case studies describes you better./div>a href/get-started classbutton-hp-2 w-button>Get Started/a>/div>div classdiv-block-23>div classw-layout-grid grid-3-copy>a data-w-idb3856cae-ed27-c2b7-af69-f0b55c4de147 stylebackground-color:rgb(29,54,94);-webkit-transform:translate3d(0, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0);-moz-transform:translate3d(0, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0);-ms-transform:translate3d(0, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0);transform:translate3d(0, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0) href/case-study/1 classkate-1 w-inline-block>div styledisplay:none;opacity:0 classtext-block-11>Read More/div>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61a922d3eb7371234b54cc95_sen%CC%83ora%20copy.webp loadinglazy styledisplay:block;opacity:1 alt classimage/>h2 styledisplay:block;opacity:1 classheading-2-copy>Kate Higginsbr/>/h2>div styledisplay:block;opacity:1 classtext-block-9>strong>em classitalic-text>American Business Owner Livingbr/>in Australia/em>/strong>/div>/a>a data-w-idb3856cae-ed27-c2b7-af69-f0b55c4de154 stylebackground-color:rgb(29,54,94);-webkit-transform:translate3d(0, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0);-moz-transform:translate3d(0, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0);-ms-transform:translate3d(0, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0);transform:translate3d(0, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0) href/case-study/2 classjason-and-sarah-1 w-inline-block>div styledisplay:none;opacity:0 classtext-block-11>Read More/div>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61a922d315ee213615cf657f_family%20copy.webp loadinglazy styledisplay:block;opacity:1 alt classimage/>h2 styledisplay:block;opacity:1 classheading-2-copy>Jason and Sarah Rigbybr/>/h2>div styledisplay:block;opacity:1 classtext-block-9>strong>em classitalic-text>High Net Worth Software Engineer American Couple Living in Australia/em>/strong>/div>/a>a data-w-idb3856cae-ed27-c2b7-af69-f0b55c4de15f stylebackground-color:rgb(29,54,94);-webkit-transform:translate3d(0, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0);-moz-transform:translate3d(0, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0);-ms-transform:translate3d(0, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0);transform:translate3d(0, 0, 0) scale3d(1, 1, 1) rotateX(0) rotateY(0) rotateZ(0) skew(0, 0) href/case-study/3 classeric-and-aimee-3 w-inline-block>div styledisplay:none;opacity:0 classtext-block-11>Read More/div>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61a922d375d0d322bc628de6_couple%20copy.webp loadinglazy styledisplay:block;opacity:1 alt classimage/>h2 styledisplay:block;opacity:1 classheading-2-copy>Eric and Aimee Casselbr/>/h2>div styledisplay:block;opacity:1 classtext-block-9>strong>em classitalic-text>American Executive & Family, Permanently Relocated to Australia/em>/strong>/div>/a>/div>div classw-layout-grid grid-3-mbile>a href/case-study/1 classkate-1 w-inline-block>div classtext-block-11>Read More/div>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61a922d3eb7371234b54cc95_sen%CC%83ora%20copy.webp loadinglazy alt classimage/>h2 classheading-2-copy>Kate Higginsbr/>/h2>div classtext-block-9>strong>em classitalic-text>Australian business owner livingbr/>in the US/em>/strong>/div>/a>a href/case-study/2 classjason-and-sarah-1 w-inline-block>div classtext-block-11>Read More/div>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61a922d315ee213615cf657f_family%20copy.webp loadinglazy alt classimage/>h2 classheading-2-copy>Jason and Sarah Rigbybr/>/h2>div classtext-block-9>strong>em classitalic-text>High Net Worth Software Engineer Aussie Couple Living in the US/em>/strong>/div>/a>a href/case-study/3 classeric-and-aimee-3 w-inline-block>div classtext-block-11>Read More/div>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61a922d375d0d322bc628de6_couple%20copy.webp loadinglazy alt classimage/>h2 classheading-2-copy>Eric and Aimee Casselbr/>/h2>div classtext-block-9>strong>em classitalic-text>Australian Executive & Family, Permanently Relocated to the US/em>/strong>/div>/a>/div>/div>div classcontainer-3 w-container>p classparagraph-2>The above case studies are hypothetical and do not involve an actual Areté Wealth Strategists client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if Areté Wealth Strategists is engaged to provide investment advisory services./p>/div>/div>div classsection-5>div classdiv-block-24>div classdiv-block-11>div classw-layout-grid grid-4>div idw-node-_80aa7796-8ff3-8050-9e96-e669c2ab6552-18dc655c classdiv-block-8>a href#link-block data-w-id80758779-b5ad-78c3-2ac4-9a858d902503 classus-living-in-aus link-block-22 w-inline-block>div classtext-block-12>American living in Australia/div>/a>/div>div classdiv-block-9>a href#link-block data-w-iddf7bb41b-de79-95db-a107-9a5659f9f757 classaus-living-in-the-us w-inline-block>div classtext-block-12>Australian living in the US/div>/a>/div>div classdiv-block-10>a href#link-block data-w-idc2e30d55-4d11-5c1d-5fde-b774ab4edd06 classaus-returning-to-aus link-block-21 link-block-23 link-block-24 link-block-25 link-block-26 link-block-27 link-block-28 link-block-29 link-block-30 link-block-31 link-block-32 link-block-33 w-inline-block>div classtext-block-12>Australian returning to Australia/div>/a>/div>/div>div idlink-block>/div>div idUS-in-AUS classus-living-in-aus-div>div idGrid classw-layout-grid grid-5>div>div classdiv-block-15>div classdiv-block-16>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61aa4c7992ea3a264e68ad1f_check-mark.webp loadinglazy width26 alt classimage-2/>div classtext-block-13>US INVESTMENT MANAGEMENT/div>/div>div classtext-block-14>We provide low-cost, compliant investment management services in both the United States and Australia for American Expatriates. We can assist in opening after-tax investment accounts or a range of other account types./div>/div>/div>div>div classdiv-block-15>div classdiv-block-16>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61aa4c7992ea3a264e68ad1f_check-mark.webp loadinglazy width26 alt classimage-2/>div classtext-block-13>US RETIREMENT ACCOUNTS (401(K)'s / IRA's/div>/div>div classtext-block-14>We review the three pension transfer options and provide a recommendation on what will work best in the client's situation./div>/div>/div>div>div classdiv-block-15>div classdiv-block-16>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61aa4c7992ea3a264e68ad1f_check-mark.webp loadinglazy width26 alt classimage-2/>div classtext-block-13>SUPERANNUATION RECONTRIBUTION STRATEGIES/div>/div>div classtext-block-14>We advise our clients on tax effective strategies for getting money back into Australia Superannuation./div>/div>/div>div>div classdiv-block-15>div classdiv-block-16>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61aa4c7992ea3a264e68ad1f_check-mark.webp loadinglazy width26 alt classimage-2/>div classtext-block-13>SOCIAL SECURITY/div>/div>div classtext-block-14>We advise our clients on social security claiming strategies to help them get the most from their benefits./div>/div>/div>div>div classdiv-block-15>div classdiv-block-16>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61aa4c7992ea3a264e68ad1f_check-mark.webp loadinglazy width26 alt classimage-2/>div classtext-block-13>INHERITANCESbr/>/div>/div>div classtext-block-14>We can assist in opening after-tax investment accounts or inherited IRA accounts and advice on required distribution time frames./div>/div>/div>div>div classdiv-block-15>div classdiv-block-16>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61aa4c7992ea3a264e68ad1f_check-mark.webp loadinglazy width26 alt classimage-2/>div classtext-block-13>ESTATE PLANNINGbr/>/div>/div>div classtext-block-14>We provide guidance in coordinating estate plans across multi-jurisdictions./div>/div>/div>div>div classdiv-block-15>div classdiv-block-16>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61aa4c7992ea3a264e68ad1f_check-mark.webp loadinglazy width26 alt classimage-2/>div classtext-block-13>FOREIGN EXCHANGEbr/>/div>/div>div classtext-block-14>We have access to amongst the lowest Forex spreads available. We implement conversion plans to help get the best rates over longer term periods./div>/div>/div>/div>/div>div idAUS-in-US classaus-living-in-the-us-div>div classw-layout-grid grid-6>div>div classdiv-block-15>div classdiv-block-16>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61aa4c7992ea3a264e68ad1f_check-mark.webp loadinglazy width26 alt classimage-2/>div classtext-block-13>GLOBAL INVESTMENT ACCOUNT MANAGEMENT (PFIC Compliant)/div>/div>div classtext-block-14>We provide Passive Foreign Investment (PFIC) compliant investment management services in both the United States and Australia./div>/div>/div>div>div classdiv-block-15>div classdiv-block-16>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61aa4c7992ea3a264e68ad1f_check-mark.webp loadinglazy width26 alt classimage-2/>div classtext-block-13>US RETIREMENT ACCOUNTS (401(K)'s / IRA's/div>/div>div classtext-block-14>We review the three pension transfer options and provide a recommendation on what will work best in the client's situation./div>/div>/div>div>div classdiv-block-15>div classdiv-block-16>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61aa4c7992ea3a264e68ad1f_check-mark.webp loadinglazy width26 alt classimage-2/>div classtext-block-13>SUPERANNUATION RECONTRIBUTION STRATEGIES/div>/div>div classtext-block-14>We advise our clients on tax effective strategies for getting money back into Australia Superannuation./div>/div>/div>div>div classdiv-block-15>div classdiv-block-16>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61aa4c7992ea3a264e68ad1f_check-mark.webp loadinglazy width26 alt classimage-2/>div classtext-block-13>AUSTRALIAN INHERITANCES/div>/div>div classtext-block-14>We advise clients on how to handle inherited funds. We can assist in opening after-tax brokerage accounts, inherited IRA accounts and advise on required distribution time frames./div>/div>/div>div>div classdiv-block-15>div classdiv-block-16>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61aa4c7992ea3a264e68ad1f_check-mark.webp loadinglazy width26 alt classimage-2/>div classtext-block-13>GLOBAL MOBILITY PLANNINGbr/>/div>/div>div classtext-block-14>We’ve developed a comprehensive 'Departing US' checklist that we customize and review for each engagement. We also implement strategies to maximize global flexibility./div>/div>/div>div>div classdiv-block-15>div classdiv-block-16>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61aa4c7992ea3a264e68ad1f_check-mark.webp loadinglazy width26 alt classimage-2/>div classtext-block-13>AUSTRALIAN INVESTMENT PROPERTYbr/>/div>/div>div classtext-block-14>There are a host of tax implications in owning investment real estate as a non-resident. We provide our clients with guidance on their options./div>/div>/div>div>div classdiv-block-15>div classdiv-block-16>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61aa4c7992ea3a264e68ad1f_check-mark.webp loadinglazy width26 alt classimage-2/>div classtext-block-13>EXIT TAX PLANNING  (HEART Act)br/>/div>/div>div classtext-block-14>High net worth / High income Aussie expats living in the US are often concerned with their exposure to a US Exit tax. We help clients determine their exposure and plan accordingly./div>/div>/div>div>div classdiv-block-15>div classdiv-block-16>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61aa4c7992ea3a264e68ad1f_check-mark.webp loadinglazy width26 alt classimage-2/>div classtext-block-13>TAX REPORTING OBLIGATIONSbr/>/div>/div>div classtext-block-14>We work with a global network of cross-border CPA’s to bring tax reporting compliance concerning FATCA / FBAR / Form 8938 and filing dual residency tax returns./div>/div>/div>div>div classdiv-block-15>div classdiv-block-16>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61aa4c7992ea3a264e68ad1f_check-mark.webp loadinglazy width26 alt classimage-2/>div classtext-block-13>FOREIGN EXCHANGEbr/>/div>/div>div classtext-block-14>We have access to amongst the lowest Forex spreads available. We implement conversion plans to help get the best rates over longer term periods./div>/div>/div>div>div classdiv-block-15>div classdiv-block-16>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61aa4c7992ea3a264e68ad1f_check-mark.webp loadinglazy width26 alt classimage-2/>div classtext-block-13>AUSTRALIAN ESTATE PLANNINGbr/>/div>/div>div classtext-block-14>We provide clients advice on how to setup a compliant global estate plan./div>/div>/div>div>div classdiv-block-15>div classdiv-block-16>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61aa4c7992ea3a264e68ad1f_check-mark.webp loadinglazy width26 alt classimage-2/>div classtext-block-13>RETIREMENT PLANNINGbr/>/div>/div>div classtext-block-14>We assist our clients to implement globally coordinated retirement income plans in an attempt to minimize downside risk and maximize the retirement lifestyle./div>/div>/div>div>div classdiv-block-15>div classdiv-block-16>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61aa4c7992ea3a264e68ad1f_check-mark.webp loadinglazy width26 alt classimage-2/>div classtext-block-13>INSURANCE ADVICEbr/>/div>/div>div classtext-block-14>We work with a network of providers to ensure our clients have the proper coverage given their situation./div>/div>/div>/div>/div>div idAUS-Returning-to-AUS classaus-returning-to-aus-div>div classw-layout-grid grid-7>div>div classdiv-block-15>div classdiv-block-16>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61aa4c7992ea3a264e68ad1f_check-mark.webp loadinglazy width26 alt classimage-2/>div classtext-block-13>GLOBAL INVESTMENT ACCOUNT MANAGEMENT (PFIC Compliant)/div>/div>div classtext-block-14>We provide Passive Foreign Investment (PFIC) compliant investment management services in both the United States and Australia./div>/div>/div>div>div classdiv-block-15>div classdiv-block-16>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61aa4c7992ea3a264e68ad1f_check-mark.webp loadinglazy width26 alt classimage-2/>div classtext-block-13>US RETIREMENT ACCOUNTS (401(K)'s / IRA's/div>/div>div classtext-block-14>We review a client's pension transfer options and provide a recommendation on what will work best given your situation./div>/div>/div>div>div classdiv-block-15>div classdiv-block-16>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61aa4c7992ea3a264e68ad1f_check-mark.webp loadinglazy width26 alt classimage-2/>div classtext-block-13>SUPERANNUATION RECONTRIBUTION STRATEGIES/div>/div>div classtext-block-14>We advise our clients on tax effective strategies for getting money back into Australian Superannuation/div>/div>/div>div>div classdiv-block-15>div classdiv-block-16>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61aa4c7992ea3a264e68ad1f_check-mark.webp loadinglazy width26 alt classimage-2/>div classtext-block-13>EXIT TAX PLANNING  (HEART Act)/div>/div>div classtext-block-14>High net worth / High income Aussie expats living in the US are often concerned with their exposure to a US Exit tax. We help clients determine their exposure and plan accordingly./div>/div>/div>div>div classdiv-block-15>div classdiv-block-16>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61aa4c7992ea3a264e68ad1f_check-mark.webp loadinglazy width26 alt classimage-2/>div classtext-block-13>TAX REPORTING OBLIGATIONSbr/>/div>/div>div classtext-block-14>We work with a global network of cross-border CPA’s to bring tax reporting compliance concerning FATCA / FBAR / Form 8938 and filing dual residency tax returns./div>/div>/div>div>div classdiv-block-15>div classdiv-block-16>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61aa4c7992ea3a264e68ad1f_check-mark.webp loadinglazy width26 alt classimage-2/>div classtext-block-13>FOREIGN EXCHANGEbr/>/div>/div>div classtext-block-14>We have access to amongst the lowest Forex spreads available. We implement conversion plans to help get the best rates over longer term periods./div>/div>/div>div>div classdiv-block-15>div classdiv-block-16>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61aa4c7992ea3a264e68ad1f_check-mark.webp loadinglazy width26 alt classimage-2/>div classtext-block-13>AUSTRALIAN ESTATE PLANNINGbr/>/div>/div>div classtext-block-14>We provide clients advice on how to setup a compliant global estate plan./div>/div>/div>div>div classdiv-block-15>div classdiv-block-16>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61aa4c7992ea3a264e68ad1f_check-mark.webp loadinglazy width26 alt classimage-2/>div classtext-block-13>RETIREMENT PLANNINGbr/>/div>/div>div classtext-block-14>We assist our clients to implement globally coordinated retirement income plans in an attempt to minimize downside risk and maximize the retirement lifestyle./div>/div>/div>div>div classdiv-block-15>div classdiv-block-16>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61aa4c7992ea3a264e68ad1f_check-mark.webp loadinglazy width26 alt classimage-2/>div classtext-block-13>INSURANCE ADVICEbr/>/div>/div>div classtext-block-14>We work with a network of providers to ensure our clients have the proper coverage given their situation./div>/div>/div>/div>/div>/div>div classdiv-block-25>a href/get-started classbutton-hp-3 w-button>Get Started/a>/div>/div>/div>div classtestimonials>div classcontainer-20 w-container>div data-delay4000 data-animationslide classslider-2 w-slider data-autoplayfalse data-easingease data-hide-arrowsfalse data-disable-swipefalse data-autoplay-limit0 data-nav-spacing3 data-duration500 data-infinitetrue>div classw-slider-mask>div classw-slide>div classdiv-block-165>div>div classtext-block-7>Client Name or Profession/div>p classparagraph-68>“Kellen has been great in recent months, assisting in FX exchanges and options for moving money internationally.”/p>p classparagraph-68-copy>This testimonial was given by a current client. This client is on our Summit service package./p>/div>/div>/div>div classw-slide>div classdiv-block-165>div>div classtext-block-7>Client Name or Profession/div>p classparagraph-68>“It's nice to have the confidence that Ashley and Kellen will resolve any issue that comes up in a prompt and pleasant manner.”/p>p classparagraph-68-copy>This testimonial was given by a current client. This client is on our Summit service package./p>/div>/div>/div>div classw-slide>div classdiv-block-165>div>div classtext-block-7>Client Name or Profession/div>p classparagraph-68>“Kellen's work to create the spreadsheet displaying how we'd be paying off our margin loan over the 30 year period is so helpful and clear. We really appreciate the work that went into this as part of pulling our mortgage application together.”/p>p classparagraph-68-copy>This testimonial was given by a current client. This client is on our Summit service package./p>/div>/div>/div>div classw-slide>div classdiv-block-165>div>div classtext-block-7>Client Name or Profession/div>p classparagraph-68>“I get more than enough information on performance, considering I also get reports from funds. It is nice to see the summary they put together.”/p>p classparagraph-68-copy>This testimonial was given by a current client. This client is on our Summit service package./p>/div>/div>/div>div classw-slide>div classdiv-block-165>div>div classtext-block-7>Client Name or Profession/div>p classparagraph-68>“Thank you to you both for your responsiveness and good communication over the last year. I especially appreciated the call and chat about the interest rate change. It was good to be able to unpack it and take the time to talk through the potential implications. We are really happy with the service.”/p>p classparagraph-68-copy>This testimonial was given by a current client. This client is on our Summit service package./p>/div>/div>/div>div classw-slide>div classdiv-block-165>div>div classtext-block-7>Client Name or Profession/div>p classparagraph-68>“In addition to the financial assistance, the team has introduced me to my current CPA and has offered to make other introductions.”/p>p classparagraph-68-copy>This testimonial was given by a current client. This client is on our Summit service package./p>/div>/div>/div>div classw-slide>div classdiv-block-165-copy>div>div classtext-block-7>Client Name or Profession/div>p classparagraph-68>“Since we switched to Arete from UBS, Andrew and I often reflect on how fortunate we are to now be with Arete. We have especially valued the opportunity to review our plans to buy a house with Ashley, and are so pleased with (the) suggestion to take out (a) margin loan as we hadn't been aware of this as an option. When we've reached out, you've both been very responsive and transparent, thank you.”/p>p classparagraph-68-copy>This testimonial was given by a current client. This client is on our Summit service package./p>/div>/div>/div>div classw-slide>div classdiv-block-165>div>div classtext-block-7>Client Name or Profession/div>p classparagraph-68>“I'm also enjoying the resources which are shared by Ashley, and value the insights you've had re the US market, inflation, housing in Australia etc.”/p>p classparagraph-68-copy>This testimonial was given by a current client. This client is on our Summit service package./p>/div>/div>/div>div classw-slide>div classdiv-block-165>div>div classtext-block-7>Client Name or Profession/div>p classparagraph-68>“I love the "wrap around" service, if I have a problem you guys help me sort it.”/p>p classparagraph-68-copy>This testimonial was given by a current client. This client is on our Summit service package./p>/div>/div>/div>div classw-slide>div classdiv-block-165>div>div classtext-block-7>Client Name or Profession/div>p classparagraph-68>“I'm very satisfied because Ashely and Kellen take the worry out of investing and help me calmly approach the issues.”/p>p classparagraph-68-copy>This testimonial was given by a current client. This client is on our Summit service package./p>/div>/div>/div>div classw-slide>div classdiv-block-165>div>div classtext-block-7>Client Name or Profession/div>p classparagraph-68>“You are there when we need you and I can tell your knowledge and expertise is top notch.”/p>p classparagraph-68-copy>This testimonial was given by a current client. This client is on our Summit service package./p>/div>/div>/div>/div>div classw-slider-arrow-left>div classw-icon-slider-left>/div>/div>div classw-slider-arrow-right>div classw-icon-slider-right>/div>/div>div classw-slider-nav w-round>/div>/div>/div>/div>div classsection-6>div classcontainer-19 w-container>div classtext-block-12-copy>Technology That Allows You To Keep Track of Your Finances - br/>Wherever You Are/div>div classcolumns w-row>div classcolumn w-col w-col-6>p classparagraph>Our clients live a globally mobile existence, and therefore it is crucial for us to be able to supply our clients with with access to technological solutions that are location independent and secure. This includes programs like eMoney Advisor for financial planning, FileThis for gathering financial documents, Dropbox for sharing documents, and Zoom for meetings.br/>br/>We provide our full tech suite to comprehensive financial planning and Wealth Fusion clients/p>a href/get-started classbutton-hp-4 w-button>Get Started/a>/div>div classcolumn-2 w-col w-col-6>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61c23bf50ed3ce1cb5d9d97e_Screen%20Shot%202018-05-23%20at%202.02.41%20PM.webp loadinglazy width474 sizes(max-width: 767px) 96vw, (max-width: 991px) 354px, 460px alt srcsethttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/61c23bf50ed3ce1cb5d9d97e_Screen%20Shot%202018-05-23%20at%202.02.41%20PM-p-500.webp 500w, https://cdn.prod.website-files.com/619bb618fccf700d147588a0/61c23bf50ed3ce1cb5d9d97e_Screen%20Shot%202018-05-23%20at%202.02.41%20PM-p-800.webp 800w, https://cdn.prod.website-files.com/619bb618fccf700d147588a0/61c23bf50ed3ce1cb5d9d97e_Screen%20Shot%202018-05-23%20at%202.02.41%20PM-p-1080.webp 1080w, https://cdn.prod.website-files.com/619bb618fccf700d147588a0/61c23bf50ed3ce1cb5d9d97e_Screen%20Shot%202018-05-23%20at%202.02.41%20PM.webp 1134w/>/div>/div>/div>/div>div idCTA classsection-7>div classw-container>div classtext-block-19>Join our Newsletter for Financial News and insightsbr/>/div>div classform-block-2 w-form>form idwf-form-Email-Newsletter namewf-form-Email-Newsletter data-nameEmail Newsletter methodget classform data-wf-page-id61a91275c0c19d2a18dc655c data-wf-element-id48c507f2-3c74-3e8d-7274-ee009f7fb55b data-turnstile-sitekey0x4AAAAAAAQTptj2So4dx43e>div classdiv-block-35>div classdiv-block-36>label forFirst-Name classfield-label>First Name/label>input classw-input maxlength256 nameFirst-Name data-nameFirst Name placeholder typetext idFirst-Name required/>/div>div classdiv-block-37>label forEmail classfield-label>Email Address/label>input classw-input maxlength256 nameemail data-nameEmail placeholder typeemail idEmail required/>/div>div classform-embed w-embed>input    typecheckbox    namecustom-field    styledisplay:none    tabindex-1    autocompleteoff  />/div>/div>div classdiv-block-38>input typesubmit data-waitPlease wait... classcta-button w-button valueJoin Our Newsletter/>/div>/form>div classsuccess-message-7 w-form-done>div classjoin-our-newsletter-2>Thank you! Your submission has been received!/div>/div>div classw-form-fail>div>Oops! Something went wrong while submitting the form./div>/div>/div>/div>/div>div classsection-8>div classw-container>div classdiv-block-40>div classfooter-links-list>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/6201ee93c37a820118745983_BLUE%20619bb8b5911ac3394e0027b1_Arete%20AU%20logo%20REV%20(2).webp loadinglazy width209 alt/>p classparagraph-20>strong>Areté Wealth Strategists/strong>/p>p classparagraph-19>Minneapolis, MNbr/>Brisbane, AUSbr/>/p>a href# classlink-footer-copy>info@arete-wa.com/a>div fs-consent-easinglinear fs-consent-elementfixed-preferences fs-consent-animationslide-up fs-consent-duration300 classfs-consent_open-prefs>div fs-consent-elementopen-preferences classfs-consent_open-prefs_wrapper>div classfs-consent_open-prefs_icon w-embed>svg xmlnshttp://www.w3.org/2000/svg width100% height100% viewBox0 0 29 28 fillnone>rect x0.635254 fillnone>/rect>path fill-ruleevenodd clip-ruleevenodd dM20.377 4.2453C20.9009 4.2453 21.3264 4.67081 21.3264 5.19476C21.3264 5.7187 20.9009 6.14421 20.377 6.14421C19.853 6.14421 19.4275 5.7187 19.4275 5.19476C19.4291 4.67081 19.853 4.2453 20.377 4.2453ZM20.631 12.5141C21.4503 13.7367 22.4871 14.1114 23.8335 13.2842C23.8779 13.7446 23.889 14.2146 23.8652 14.6909C23.6001 19.9558 19.1179 24.0092 13.853 23.7441C8.58975 23.4774 4.53631 18.9952 4.80146 13.7319C5.06502 8.46705 9.70275 4.36914 14.966 4.63429C14.4992 6.09499 14.8946 7.39216 16.0822 7.83355C15.0057 11.2916 17.4095 13.5541 20.631 12.5141ZM9.55668 11.833C10.3458 11.833 10.984 12.4729 10.984 13.2604C10.984 14.0479 10.3442 14.6877 9.55668 14.6877C8.76758 14.6877 8.12932 14.0479 8.12932 13.2604C8.12932 12.4729 8.76917 11.833 9.55668 11.833ZM14.0531 13.6525C14.5072 13.6525 14.8755 14.0209 14.8755 14.475C14.8755 14.9291 14.5072 15.2974 14.0531 15.2974C13.599 15.2974 13.2307 14.9291 13.2307 14.475C13.2291 14.0209 13.5974 13.6525 14.0531 13.6525ZM10.4839 17.0407C11.038 17.0407 11.4873 17.4901 11.4873 18.0442C11.4873 18.5983 11.038 19.0476 10.4839 19.0476C9.92979 19.0476 9.48047 18.5983 9.48047 18.0442C9.48047 17.4885 9.92979 17.0407 10.4839 17.0407ZM12.6464 9.36252C13.0814 9.36252 13.4323 9.715 13.4323 10.1484C13.4323 10.5835 13.0798 10.9344 12.6464 10.9344C12.2113 10.9344 11.8605 10.5819 11.8605 10.1484C11.8605 9.715 12.2129 9.36252 12.6464 9.36252ZM16.9173 17.3916C17.6461 17.3916 18.2352 17.9823 18.2352 18.7094C18.2352 19.4382 17.6445 20.0272 16.9173 20.0272C16.1886 20.0272 15.5995 19.4366 15.5995 18.7094C15.5995 17.9823 16.1902 17.3916 16.9173 17.3916ZM19.6927 7.91293C20.1817 7.91293 20.5786 8.30986 20.5786 8.79888C20.5786 9.2879 20.1817 9.68483 19.6927 9.68483C19.2037 9.68483 18.8067 9.2879 18.8067 8.79888C18.8067 8.30986 19.2037 7.91293 19.6927 7.91293Z fillcurrentColor>/path>/svg>/div>div classfs-consent_open-prefs_text>Preferences/div>/div>/div>/div>div classdiv-block-42-copy>a href# classlink-footer>Home/a>a href# classlink-footer>About Us/a>a href/get-started classlink-footer>Get Started/a>a href# data-w-id3272ada9-9588-b185-8100-44c5b6bdce8c classlink-footer>Client Portal/a>a href/client-services classlink-footer>Client Services/a>a href/services-and-fees classlink-footer>Services and Fees/a>/div>div classfooter-links-list-copy>div classdiv-block-42>a href/posts classlink-footer>Posts/a>a href/videos classlink-footer>Webinars/a>a href/privacy-policy classlink-footer>Privacy Policy/a>a href/business-owner-services classlink-footer>Business Owners/a>a href/financial-planning classlink-footer>Financial Planning/a>a href/investment-management classlink-footer>Investment Management/a>/div>/div>/div>div classfooter-social>a hrefhttps://www.facebook.com/aretewealthau/ target_blank classlink-social w-inline-block>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/6202e37c3b204224743ee468_facebook-48%20(1).webp alt/>/a>a hrefhttps://twitter.com/AreteWealth target_blank classlink-social w-inline-block>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/6202e37b70efac5f5a0494a9_twitter-48%20(1).webp alt/>/a>a hrefhttps://www.linkedin.com/company/arete-wealth-australia target_blank classlink-social w-inline-block>img srchttps://cdn.prod.website-files.com/619bb618fccf700d147588a0/6202e37a3d0a31e69d43f815_linkedin-48.webp alt classimage-11/>/a>/div>div classtext-block-24>br/>Investment advisory services offered through Areté Wealth Strategists, LLC, an investment adviser registered with the U.S. Securities and Exchange Commission. Telephone number 888.544.3250.br/>     a hrefhttps://drive.google.com/file/d/1Bjj-adwD6Avg8PIV8qScR8hH-weqLu9B/view?uspsharing target_blank>Please Access Our Client Relationship Summary Here/a>/div>/div>/div>div fs-consent-styledCategoriesfalse fs-consent-elementinternal-component classfs-consent_component>div fs-consent-elementbanner classfs-consent_banner>div classfs-consent_banner_wrapper>p classfs-consent_banner_paragraph>By clicking strong fs-consent-elementinternal-banner-text>"Accept"/strong>, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. 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Domain > www.arete-wa.com

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