2. Contents
3 | Company Profile
4 | Complete Financial Security & Financial Planning
5 | Our Complete Service Options
6 | Wealth Management Service
7 | Our Approach To Social Responsibility
8 | Our Global Reach
3. We are
committed
to long-term
partnerships.
Welcome to Austen Morris Associates
At Austen Morris Associates we know how
the right financial decisions can make all
the difference to your security, quality of
life and the realisation of your dreams.
We also understand the importance of
working closely with you over the long-
term to understand your unique needs and
help to meet any challenges along the way.
Since 1994, we have been committed to
the core values of trust, professionalism
and partnership to the benefit of our
International Clients around the world,
resulting in the successful relationships
that are the foundation of Austen Morris
Associates today.
As Independent Financial Consultants,
we provide unbiased advice and give
you access to the world’s top investment
management groups.
Our Consultants offer a wealth of experience
in providing the full spectrum of financial
advice. Our commitment to ensuring your
peace of mind reinforces our focus on trust
and partnership.
By focusing on your specific needs and
situation, we tailor plans to reach your
financial goals while maximizing the
benefits of international investing.
Austen Morris Associates is now a truly
international company with fully owned
registered offices in China, South Africa,
Hong Kong, and the Philippines.
To begin your journey towards total
financial security you are invited to
meet with one of our Consultants to
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Mr.GregMorris|FoundingSeniorPartnerAustenMorrisAssociates.
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understand our financial planning
approach and why our clients become
loyal and long-term partners.
We are committed to partnership and
understand we would be as invested in
your future, as you would be in ours.
4. 3
Austen Morris Associates was founded by
two British financial advisors to meet an
increasing need in the financial services
industry. The goal was simple: to provide
expatriates with the complete spectrum
of wealth management and financial
planning options and supply independent
advice with an emphasis on continual
guidance and support.
Headquartered in China and South Africa,
we now operate throughout Asia and Africa
to meet the demand for our specialised
services and strong knowledge of financial
opportunities for our global investors.
Our ability to seek out innovations
and opportunities globally and quickly
implement them has made Austen Morris
Associates the most reputable financial
services company in China, and a leader
throughout the world.
With over a hundred staff members
supporting the Asia Pacific region and a
growing team in South Africa, we cater
to thousands of clients on six continents
around the world.
We will always
continue to
build upon our
history of market
leadership with
integrity and
innovation.
Company Profile|
5. 4
Visit one of our licensed city center offices
and you will be warmly welcomed and
introduced to your dedicated Consultant.
During this first meeting your Consultant
will help identify where you are today and
where you want to be over the months
and years ahead. Once your objectives are
clear, planning for financial security and
success begins.
After the first consultation, your Consultant
will provide sound advice, which will
provide the best approach for your unique
requirements, utilising the entire resources
of Austen Morris Associates and our team of
dedicated researchers. Once completed, the
report will be delivered to you in preparation
for your second consultation.
The main objective for the second consultation
is to answer any questions you or your
partner may have regarding the recommended
plan and we will then begin the journey to
your financial security together.
You will have now taken the most
important step towards achieving financial
security and independence. If for any
reason additional information is required
or your circumstances change, we will
arrange to meet again until your new
needs are satisfied.
With your personal Consultant we will
constantly monitor the progress towards the
achievement of your goals and inform you
of any new financial opportunities. You will
have access to the details of your investment
and a quarterly review through the Wealth
Management Service.
Unlike many other institutions, the Wealth
Management Service provides a unique
ongoing service provided to all our clients,
large or small, with additional options
available for the more active investor.
We will always
strive to reward
the trust you
have placed in
us by returning
the best results
to you.
Whatever your hopes are for the future,
fulfilling them will require solid financial
planning and the products and investments
to turn your financial planning goals
into reality. When implementing your
financial planning strategies you may
want to take full advantage of the benefits
of International Investments, including
tax-deferred investments that can help
you take advantage of the asset building
potential of the financial markets.
Complete Financial Security| Financial Planning|
6. Wealth Portfolio Options
We provide a professional and customised
portfolio management service designed to
protect and advance our clients’ wealth.
Our experts will actively provide ongoing
help and advice as they maximise the
return on your assets.
Portfolio Review
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.
International Banking
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.
Education Fee Planning
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.
Insurance
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
your financial security.
Investments
We have a range of sophisticated products
including mutual funds, hedge funds,
property and foreign exchange.
Our financial experts will ensure you
choose the right investment for your
specific needs.
Mortgages
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.
Retirement Planning
For first time investors as well as high net
worth individuals it is important to plan
and invest for 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.
Trust and Estate Planning
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.
Our Complete Service Options
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We will grow
together by
always protecting
and developing
your portfolio.
7. Austen Morris Associates’ philosophy for
client servicing is simple: to provide a
tailored, easy-to-understand service to match
your exact needs.
Our service includes:
Regular online recommendations, which can
be easily accepted, allowing you to capitalize
on time sensitive investment opportunities
Enhanced features that work to improve
your investment returns, while saving
you time and effort
In-house Investment Team actively
managing your portfolio
12 month free trial of all services
Austen Morris
Associates
is committed
to long term,
rewarding
partnerships.
We are
as invested in
your future as
you are in ours.
Service is at the heart of everything
we do. We strive to innovate through
embracing new technologies and
mythologies to constantly improve our
service standards.
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 factsheets
All assets organized on one system
Regular portfolio reviews
Customized online portfolio recommendations
Snapshot summary of growth of assets
under management
Automated system for delivering and
accepting portfolio recommendations
Increased communication with your Consultant
Easy to use client interface
Wealth Management Service
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8. Through Austen Morris Associates’
charitable contributions, the Company
is committed to investing in the
communities where our clients, staff and
Consultants live.
Through our Corporate Social
Responsibility program we embrace
responsibility for the company’s
actions and encourage a positive
impact through its activities on the
environment, consumers, employees
and communities.
We will always
contribute to
the well-being
of the larger
community.
We will always
keep our
committment to
being agents of
positive change.
In addition through our annual charity
event, Chi Fan for Charity, Austen Morris
Associates supports many community
events, charities and non-profit partners
every year.
With many of our staff members living
overseas and embracing their local
communities, it is our goal to support
their involvement in schools, clubs,
chambers, sports, organizations and
community service projects.
Our Approach to Social Responsibility
7
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This approach has also influenced
our company internally, we support
a variety of sponsorships including
fundraising, educational initiatives and
conducting seminars. We participate
in corporate challenges and encourage
joining local sports leagues to promote
health and fitness.
9. 8
In the countries we call home, our purpose will always remain the same:
Austen Morris Associates is committed to rewarding partnerships.
After you have read the Education Fee Planning guide, please contact us
through our Live Chat, at one of our Office Addresses below or email us
one of the addresses below.
| Our Global Reach
Enquiries:
enquiries@austenmorris.com
Client Services:
clientservices@austenmorris.com
Careers:
careers@austenmorris.com
Marketing:
marketing@austenmorris.com
China Office
19th Floor, Guangfa Bank Tower
555 Xujiahui Lu, (near Luban Rd)
Shanghai, 200023, China
Tel | + 86 (21) 6390 1233
Fax | +86 (21) 6390 1235
South Africa Office
1st Floor Stemcor House,
The Braes, 193 Bryanston Drive,
Bryanston, Sandton,
Johannesburg SA, 2191
Tel | +27 (0) 11 514 0745
GPS | 26.046908, 28.020460
Philippines Office
20th Floor, Picadilly Star Building
4th Avenue corner 27th Street
Bonifacio Global City, Taguig
Manila, Philippines 1634
Tel | +632 222 418 59
Cape Town Office
Suite 323, 3rd Floor,
The Business Centre
No 1 Bridgeway Road,
Bridgeways Precinct
Century City, 7441
Tel | +27 (0) 21 830 5734
GPS | -33.893622, 18.504508
AMA website:
WeChat
official account:
