Investment Platform

Our international Financial Services Investment Platform provides a highly valuable solution to your investment needs. It offers you access to an unrivalled selection of offshore mutual funds, pension schemes, tax planning and other structured financial products. It provides 24/7 online access, wherever you happen to be, allowing you the flexibility, support and accessibility to manage your investment portfolio in a way that suits you best.

Investment Platform Features:

Full online account access allows for greater flexibility, control and peace of mind. The Fund Platform can provide a combination of traditional investment products which can also be wrapped and supported by:

The Key Benefits include:

Retirement Planning

We will continue to work to ensure you have a better retirement. First-time investors and high net worth individuals need to plan and invest for their retirement. We can provide a package that is right for you as an individual or family to ensure that when you are ready, so are your finances.

At Austen Morris Associates, our expertise in providing financial security for your retirement allows us to strategically plan and tailor a long, medium or short-term retirement plan that meets your exact needs. We take into account the fact that retirement plans, by their very nature, are often low-risk and dependable for them to provide future financial security. To this end, we carefully ensure the exposure of these plans limits potential downside risk, and we concentrate on building a firm base from which financial stability steadily grows as you approach that retirement goal.

People live longer, and as a result, governments worldwide are coming to terms with the fact that it is unlikely they will be able to provide a secure state retirement scheme in a decade or so. The chances are that if you are under 50 years old now and you do not plan to retire until age 65, your state retirement scheme will pay you a significantly lower income or even worse – it will not exist anymore.

Consider this: a man at the age of 40 now, who wants to retire at 60, will discover that his life expectancy at 60 will be another 25 years. That means that today he has fewer working years than retirement years to look forward to. He only has 20 working years left, during which he must save enough to look after himself during 25 years of retirement.
Right now, you spend your time doing one of the following activities – you are either sleeping, working or at leisure. Now, during which of those three activities do you spend most of your money? In your leisure time, of course! When you retire, you increase your leisure time by at least 8 hours a day. 

It has been said that families often spend weeks deliberating where to go on their annual holiday but spend only minutes considering what they will do for their retirement. Here at Austen Morris Associates, our experience tells us that your retirement is likely to be the longest holiday of your life – all outgoings and nothing coming in.

For example, for people to realise just how quickly retirement can creep up on them without having made solid plans for their future security and income, imagine you are 50 years old and wish to retire at 60. This leaves only 120 paydays until your retirement – only one hundred and twenty opportunities to save. If you would like to know more about Retirement Planning, please contact one of our Consultants.