Chad Goddard

Chad Goddard

Chad Goddard 300 300 AMA Team

Chad has been consulting for over 10 years with experience in designing product functionality with reference to various offshore and local investment structures. He also maintains detailed knowledge of retirement alternatives with reference to cost, investment restrictions, tax implications (both local and offshore) and drawdown alternatives. Chad has extensive experience working abroad while liaising with clients from all corners of the world through the use of video conferencing. Chad has demonstrated an innate ability to adapt his business model by incorporating the latest technologies into his personal business development process with unparalleled success.

It is a testament to his business acumen and client serviceability, that he has fostered many ongoing relationships completely remotely – a true rarity in the financial industry. This brings unparalleled value to Austen Morris Associates’ ability to drive the business globally through the latest innovative technology by creating a new digital age customer experience. Chad has built up a strong relationship with his clients with a keys focus on their financial needs.

 Professional achievements :

  • Currently studying through The Chartered Institute for Securities & Investment (CISI)
  • Worked abroad and gained international experience in the financial advisory industry
  • Recruit Senior Executives in the banking and legal industry
  • Managed and developed  a team of graduates in an International Financial  Advisory firm

Professional References:

“I have known Chad since spring 2017, and he has been a pleasure to work with and throughout our dealings has always maintained care for our relationship over and above my portfolio. Ensured our communication and timelines are kept 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 himself current with 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”. Andreas Koutsoukos– Executive Director

 “In our new business process, we are rigorous in terms of the advisory organizations that we wish to undertake business with. We consider AMA to be the leading advisory group in South Africa and China, driven by individuals, who have outstanding attention to detail and a real passion for delivering positive client outcomes. In an industry, which has become increasingly fragmented, the level of stability and professionalism within their senior team makes it easy for us to deal with, in an ever-changing international pensions landscape. We have always found AMA’s team to be at the forefront of adapting to these changes.”  Stewart DaviesCEO for Momentum Pensions 

“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 am delighted to write this brief letter confirming that Chad has managed my pension investments exceptionally well for the last couple of years since your firm took over my portfolio in difficult circumstances.
Following regular feedback and quarterly reviews, you have given me sound investment advice which, despite these unpredictable times, has resulted in net financial gains.
I am happy to recommend your services to others”.
Stephen P Bunker -Merlin Consulting