Introduction of Wealth Management Services

usten Morris Associates is proud to introduce our new Wealth Management Services package. We have developed a completely new client servicing system, which is complex and detailed while effortless and straightforward to use. Quite simply, this new system allows you to receive better information, save time and achieve higher growth.
We know that to provide a continuous, customised and premier service, Austen Morris Associates must innovate. To achieve this goal we must constantly deliver new technologies and systematically survey clients and employees for ideas to evolve the most fundamental part of our company’s business model: SERVICE. All of these ideas and recommendations were incorporated into the development of the Wealth Management Service package. The new level of service is unprecedented and unparalleled in the financial services and wealth management industry.
WMSServiceOur new Wealth Management Service will give you access to an array of new features and options. Please see our Service Brochure for more information on the services available. As our dedication to give you the highest level of service continues we will be offering you this exclusive service 12 months-free of charge.
• Graphical fund performance
• Alerts, stop-loss or take-profit
• All assets on one system (investments in-house and out-house)
• Daily investment valuations
• Automated system for delivering and accepting portfolio recommendations
• Increased communication with your advisor
• Easy to use client interface
• Online access to investment information 24 hours a day
• Regular portfolio recommendations
• Customised portfolio recommendations


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