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.

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.

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

Quantitative Portfolio & Fund Analytics