Austen Morris Associates’ philosophy for client servicing is simple: to provide a tailored, easy-to-understand service to match your exact needs.
Our service includes:
Regular online recommendations, which can be easily accepted, allowing you to capitalise on time-sensitive investment opportunities
Enhanced features that work to improve your investment returns while saving you time and effort
In-house Investment Team who actively manage your portfolio
Service is at the heart of everything we do. We strive to innovate through embracing new technologies and methodologies to improve our service standards continually.
We use the latest technology to deliver the best solutions in the most effective way possible while never losing sight of the human side of client servicing.
Austen Morris Associates has developed a client servicing system, which is effortless and straightforward to use. Quite simply, this system allows you to receive better information, save time and achieve higher growth.
Daily investment valuations
Online access to investment information 24 hours a day
Direct access to fund fact sheets
All assets organised on one system
Regular portfolio reviews
Customised online portfolio recommendations
A snapshot summary of the growth of assets under management
Automated system for delivering and accepting portfolio recommendations
Increased communication with your Consultant
Easy to use client interface
AMA Client Testimonials
“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.”
Warren Drue - Partner- WEBBER WENTZEL
“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.”
Ivan Stefanovic - Commercial Director - Scania
“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.”