Our Services

Austen Morris Associates’ Wealth and Investment services include wealth portfolio management, international investment options, retirement, education fee & trust and estate planning. Contact us today to speak to one of our experienced financial consultants.

AMA_dotcom_Stabilty_940x502_2 (1)
Reading the media nowadays can make any investor worried. Reports are everywhere that world markets are volatile and growth is slowing or in recession. Most, if not all, financial commentators are forecasting doom and gloom. It ...more
  
Q: who should use life insurance? A: in short, anyone who has responsibilities should have life insurance. For example, if you are thinking of having children, or already have one on the way, then you ...more
  
We have a team of financial experts who understand the needs of handling a child’s education costs. With careful planning we can develop a strategy to prepare your child for the future....more
  
As a full service investment company we can assist you in finding the right overall package for your insurance needs. In the event of an accident, illness or death, having insurance is necessary to ensure financial security....more
  
As a full service investment company we can assist you in finding the right overall package for your insurance needs. In the event of an accident, illness or death, having insurance is necessary to ensure ...more
  
Our financial consultants will review your current financial situation
and any existing investment portfolios. Your consultant will then
customise a plan targeted towards achieving your financial goals....more
  
We provide a professional and customised portfolio management service designed to protect and advance our client’s wealth. Our
 consultants will actively provide ongoing help and advice as they maximise the return on your assets....more
  
Our Property Division provides investors with more options to diversify their financial portfolios. This service is designed to compliment our existing investment options and products such as regular savings plans and lump sum investments...more
  
Our consultants assist you through the process of structuring your affairs to avoid financial burden on family members as well as minimising any tax liabilities; including asset transfer, personal wills and insurance....more
  
Buying a home is one of the largest investments many of us make. We can help source loans and provide you with the correct plan to provide solutions and reduce the overall cost of your home purchase....more
  
We work with dozens of international banks allowing us to provide recommendations that ensure your needs are met. Our clients enjoy all the benefits of personal banking including additional tax
benefits, security, confidentiality and global convenience. Your private accounts can be accessed via email, fax, telephone and the internet....more
  
"Our Clients know that Portfolio Management is the KEY to successful investment returns" Please fill out your details on the right or click here to get more information! If you hold a current offshore investment that is not being actively managed, Austen Morris Associates have the resources, time, skill and experience to deliver the level of service and investment growth that you deserve....more