Our Wealth Management Services
Austen Morris Associates’ philosophy for client servicing is simple: to provide a tailored, easy-to-understand service to match your exact needs.
- 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
Retirement Financial & Planning
Estate Planning & Trust Structuring
Discretionary Lump Sum Investments
Portfolio management transfer & Sophisticated Investments
Tertiary Education Planning
Mutual Funds & Exchange Traded Funds
Direct International Property Investments
Individual Insurance
Health Care
Direct Share/Stock Investments
Business Assurance
Employee Benefit Schemes
Asset Rescue Transfer
Investment Bank Products
