Austen Morris Associates’ Wealth and Investment services include wealth portfolio management, international investment options, retirement, education fee & trust and estate planning. Contact us today to speak to one of our experienced financial consultants.
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Reading the media nowadays can make any investor worried. Reports are everywhere that world markets are volatile and growth is slowing or in recession. Most, if not all, financial commentators are…
read moreQ: who should use life insurance? A: in short, anyone who has responsibilities should have life insurance. For example, if you are thinking of having children, or already have one…
read moreAs a full service investment company we can assist you in finding the right overall package for your insurance needs. In the event of an accident, illness or death, having insurance is necessary to ensure financial security.
read moreAs a full service investment company we can assist you in finding the right overall package for your insurance needs. In the event of an accident, illness or death, having…
read moreOur financial consultants will review your current financial situation and any existing investment portfolios. Your consultant will then customise a plan targeted towards achieving your financial goals.
read moreWe provide a professional and customised portfolio management service designed to protect and advance our client’s wealth. Our consultants will actively provide ongoing help and advice as they maximise the…
read moreOur consultants assist you through the process of structuring your affairs to avoid financial burden on family members as well as minimising any tax liabilities; including asset transfer, personal wills and insurance.
read moreBuying a home is one of the largest investments many of us make. We can help source loans and provide you with the correct plan to provide solutions and reduce the overall cost of your home purchase.
read moreWe work with dozens of international banks allowing us to provide recommendations that ensure your needs are met. Our clients enjoy all the benefits of personal banking including additional tax benefits, security, confidentiality and global convenience. Your private accounts can be accessed via email, fax, telephone and the internet.
read more“I’ve been always targeted by many financial advisors and International investment groups over the years. I have had one fund with an offshore investment group before which I canceled in 2008 and since then I was uncertain if I should do something again. I met Kirk in 2014 and he kept contact with me over the next few years. In 2017 I thought of investing and starting some fund and I have immediately contacted Kirk since he has left a very strong impression as a competent, pleasant, and very well informed advisor. Now I have a few funds with AMA and I am very happy with the service level, professionalism, and guidance from Kirk. I am very confident that I will reach my future goals.”
“Chad is a pleasure work with, throughout my dealings with him he has always maintained care for our relationship over and above my portfolio. He has ensured our communication and working timelines are met to the highest standard. I’ve found Chad to be very thorough and more than happy to take the time always to keep me updated and continue to answer all questions in a timely and professional manner. He is also very personable and courteous, with a keen attitude to deliver the best service. Chad keeps updated on current market developments and regulations, and his attention to detail and analysis of my portfolio has been most informative and insightful. In my opinion, Chad is a knowledgeable and professional advisor, and I feel comfortable entrusting my international arrangements and overall portfolio management to him. I would happily recommend Chad to others who require assistance regarding their financial planning.”
“Warwick Hamilton has, since 2014, been the financial advisor dealing with the proceeds of my UK pension, invested via QROPS in an STM Pension Transfer Plan. I am sure that I am not his biggest client but you would not think so, given the excellent support and service that he gives me. I have been continuously impressed by the way he ensures that these investments are managed to perform well, align with my risk profile; and with his ethical, informative, honest and straightforward way of handling those affairs. I have kept these investments with Warwick despite approaches to change financial advisors because he ensures that I am kept well informed and I trust him.”