Rachel Ortega Celebrates 10 Year Work Anniversary

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Rachel Ortega Celebrates 10 Year Work Anniversary

Rachel Ortega Celebrates 10 Year Work Anniversary 300 300 AMA Team

From our long-standing clientele to our loyal and driven staff members, Austen Morris Associates prides itself on the relationships and bonds we form with the people around us.
Today we wish to acknowledge our PHI Specialist, Rachel Ortega, who celebrates 10 years at Austen Morris. For a decade, Rachel has exemplified a level of devotion and compassion that we as a company strive to achieve each day.
Congratulations, Rachel. We hope to share many more achievements with you in the years to come.

Money Matters 26th June 2018

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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.”

Dr Leslie Alan Carlo
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