Austen Morris Associates South Africa

General information

Our Corporate Brochure:

A Word From Our Founder
Welcome to Austen Morris Associates. Our international operations were founded in 1994 on the principles of trust, professionalism and partnership. We have built our business by implementing these principles to benefit expatriates around the world. As independent financial consultants, Austen Morris
Associates provides unbiased advice and access to the world’s top investment management groups.

Our advisors offer a wealth of experience, from offshore investment structures for your long term financial security, portfolio management, and wealth protection, to private equity and venture capital funds, providing the full spectrum of financial advice. Commitment to client confidentiality
guarantees security and peace of mind while utilizing tax efficient centres around the world.

What does this mean for you? By focusing on your needs as an individual, we tailor plans to reach your specific financial goals and maximize the benefits of living and working overseas.

Austen Morris Associates is a fully licensed Wholly Foreign Owned Enterprise (WFOE) maintaining full legal recognition in all areas of the world we operate in.

We are privileged to offer you a more detailed guide to our services. You are invited to explore our products and service options, our financial planning approach, and learn how potential clients become loyal and long term clients. We also invite you to tour our interactive website at www.austenmorris.
com to discover the beginning of your journey towards total financial security.

Sincerely yours,
Mr. Greg Morris, Founding Senior Partner
Austen Morris Associates

Our Company History
The foundation of Austen Morris Associates dates back to the early 1990’s in the United Kingdom. Two financial advisors began a partnership to fulfill an increasing need in the financial services industry. Their goal was simple: provide independent advice with an emphasis on continual guidance and support.

This professional service expanded internationally in 1994 to provide expatriates with a complete spectrum of financial planning options. Now headquartered in Shanghai, our offices operate throughout Asia to meet the demand for our specialised services and strong knowledge of financial opportunities for those living abroad.

Our ability to seek out opportunities and implement them in all parts of the world has led Austen Morris Associates to become the largest financial services company in China, and a leader in Asia. With hundreds of staff members based in offices throughout the Asia Pacific region, we cater to thousands of
clients on six continents around the world. Our goals for the future are to provide solutions for the expatriate community through innovative and continuous financial growth.

Complete Financial Security
Visit any of our licensed city centre offices and you will be warmly welcomed by our friendly, courteous staff for your first consultation. During this first meeting your skilled Advisor will help you identify where you are today and where
you want to be over the months and years ahead in a relaxed environment, away from the day to day distractions of a busy expatriate lifestyle. Once your goals and objectives are clear, the work of planning to ensure they are achieved can begin.

Immediately after your first consultation, your Advisor will begin researching the best approach given your unique situation and specific requirements. Whatever your needs, you can rest assured that your Advisor has access to the entire resources of Austen Morris Associates allowing him or her to prepare a recommendation tailored to meet your personal circumstances. Once completed the report will be couriered to you in preparation for your second consultation.

The main objective when you meet your Advisor for the second time will be to answer all the questions you have about the recommended course of action. Assuming you are entirely happy it meets your needs, we will complete the initial paperwork and you will have taken the most important step towards achieving the financial security and independence we all desire. If for any reason additional information is required or your circumstances have changed in some way since the first meeting, we will arrange to meet again until your needs have been met.

As with any journey, the path to financial security contains the usual twists and turns which need to be considered as the journey progresses. With the help of your personal Advisor and the client services team at Austen Morris Associates
we will monitor the progress you are making towards the achievement of your goals. Unlike many other institutions; this unique ongoing service is provided to all our clients, large or small, with the additional options available for the more
active investor.

Why Investors Choose Us
We became one of the largest financial planning and wealth management companies in Asia by supporting people in achieving their financial goals. We view your goals as the most important factor and unique purpose for investing. You may be investing for many different reasons, not least wealth creation
and future financial security.

Whatever your purpose, we can help you achieve your plans for:
•Financial independence
•Early retirement
•Starting a business
•Mortgage Repayment
•Funding education
•Buying a holiday home

We consider these, and many other important decisions to help ensure your future happiness. By focusing on your needs as an individual, we tailor plans to reach your specific financial goals and maximize the benefits of living overseas.
Austen Morris Associates has developed a client servicing system, which is complex and detailed while effortless and straightforward to use. Quite simply, this system allows you to receive better information, save time and achieve higher growth. To provide a continuous, customised and premier service, Austen Morris Associates realizes the value of innovation. To achieve this we must constantly deliver new technologies and systematically survey clients and employees for ideas to evolve the most fundamental part of our company’s business model: SERVICE. We use the latest technology to deliver the best solution in the most effective and efficient way possible while never losing sight of the human side of client servicing.

• Daily investment valuations
• Online access to investment information 24 hours a day
• Graphical fund performance
• Alerts, stop-loss or take-profit
• All assets on one system
• Regular portfolio recommendations
• Customised portfolio recommendations
• System for delivering and accepting recommendations
• Increased communication with your advisor
• Easy to use client interface

Wealth Management Service - Use Only The Best
As independent financial consultants, Austen Morris Associates ensures unbiased advice while providing you with access to the world’s top investment, insurance and fund management groups. We only select investment structures from highly regulated, top tier jurisdictions. These allow us to provide you with the most secure, diverse and profitable selection of investment opportunities available.

Institutional Partners Include:
Royal London, Friends Provident International, Generali, Hansard, Grosvenor, Walton, Zurich, IDad, Premier Cru, Redev, Royal Skandia and many others.

Our Complete Service Options

Wealth Portfolio Options
We provide a professional and customized portfolio management service designed to protect and advance our client’s wealth. Our experts will actively provide ongoing help and advice as they maximize the return on your assets.
Portfolio Review Our financial advisors will review your current financial situation and any existing investment portfolios. Your advisor will then
customize a plan targeted towards achieving your financial goals.

Banking Offshore
We work with dozens of offshore 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, stock options, 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 expatriates and 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 advisors assist you through the process of structuring your affairs to avoid financial burden on family members as well as minimizing any tax liabilities; including asset transfer, personal wills and insurance.We believe financial advice should not come at a cost, but as a valuable resource, that is both accessible and profitable.

Our clients enjoy continuous support from their advisor and specialized team of consultants. We have designed a choice of
service packages to provide ongoing help, advice, and support
aimed at meeting the specific and ever-changing needs of our
clients.

Individuals require different levels of risk, product selections,
and service options. Our service levels are outlined in our Service
Brochure and share key service standards which we believe every
investor should benefit from. All of our clients enjoy continuous
financial support through personalized portfolio updates, weekly
market reviews and consistent dependable advice from their
advisors. Advice you can get anytime, anywhere in the world.

Our professional approach focuses on future planning which
goes beyond investments and savings, but also includes the
community and our environment. We plan to move our
business into the future responsibly. One method of achieving
this goal is by considering environmentally sound practices in
our offices and all aspects of our business.

Supporting the community where we live and work is also
something that we consider very important. With many of
our staff members living overseas and embracing their local
communities it is our goal to support their involvement in
schools, clubs, organizations and community service projects.
We support local and international educational efforts through
seminar sponsorships with local schools and community
leaders. We also support charities such as the Shanghai Breast
Cancer Network by holding fundraisers and charity events.
We are long-standing members of the British Chamber of
Commerce and participate in local sports leagues and other
community outreach programs.

Our Responsibility
service standardsour clients in over seventy five countries around the world...
We have a strong track record of helping our clients from various industries to achieve their investment goals.

Below is a selected list of the companies our clients work for. It includes some of the most admired organizations in the world today.

BMW
Chrysler
Ford
General Motors
Mercedes-Benz
Michelin
Volkswagen
Bayer
Eli Lilly
Merck
Pfizer
Schering-Plough
Bosch
Caterpillar
Cummins
Eaton
Henkel
Saint-Gobain
Tenaris
Ogilvy & Mather
Omnicom
TBWA
Weber Shandwick
Accenture
Ernst & Young
Jones Lang LaSalle
KPMG International
PriceaterhouseCoopers
ABB
Aker Kvaerner
Baker Hughes
BP-ConocoPhillips
Fluor
Maersk China
Schlumberger
Schneider Electric
Shell
ABN
Barclays
BHF Bank
BNP Paribas
Citigroup
Credit Lyonnais
Deutsche Bank
Dresdner
GIC Special Investments
Goldman Sachs
HSBC
ING Group
JP Morgan AG
Lloyds TSB
Merrill Lynch
Standard Chartered
Sun Trust Banks
Taikang Life
UBS
Baker & McKenzie
Chiomenti
Morrison and Foerster
Rouse & Co. International
Shearman & Sterling LLP
Skadden and Arps
Adidas
Bacardi
Carrefour
Colgate-Palmolive
IKEA
Johnson & Johnson
McDonald’s
Nestle
Nike
Pernod Ricard
Philips Electronics
Procter & Gamble
Watsons
Alcatel
Boeing
Dell
Ericsson
Hewlett Packard
Intel
Microsoft
Nokia
SBC
Siemens
British Airways
Cathay Pacific Airways
Dragon Airlines
Equatorial Hotel
Hyatt
Marriott
Radisson
Sofitel

Austen Morris Associates is an international financial planning and wealth management company. Our international operations were founded in 1994 on the principles of trust, professionalism and partnership. We have built our business by implementing these principles to benefit expatriates around the world. As independent financial consultants, Austen Morris Associates provides unbiased advice and access to the world’s top investment management groups. Our advisors offer a wealth of experience, from offshore investment structures for your long term financial security, portfolio management, and wealth protection, to private equity and venture capital funds, providing the full spectrum of financial advice. Commitment to client confidentiality guarantees security and peace of mind while utilizing tax efficient jurisdictions around the world. What does this mean for you? By focusing on your needs as an individual, we tailor plans to reach your specific financial goals and maximize the benefits of living overseas.

Austen Morris Associates’ Asia Pacific Headquarter is a fully licensed Wholly Foreign Owned Enterprise (WFOE), located in Shanghai, China.

Head Office Asia Pacific
19th Floor, Guangdong Development Bank Tower
555 Xu Jia Hui Lu, Shanghai 200023 PR China
T: 86 21 6390 1233 | F: 86 21 6390 1235
WHOLLY FOREIGN OWNED ENTERPRISE - REGISTRATION NO. 34776
www.austenmorris.com

Company Profile

The most fundamental part of our business model is SERVICE. Our philosophy for client servicing is simple: to provide a tailored and easy to understand service to match our clients’ exact needs. This service includes:

• Online recommendations allowing you to capitalize on time sensitive investment opportunities
• Enhanced features that work to improve your investments growth while saving you time
• In-house Investment Team actively managing your portfolio by ensuring your investments are reviewed and updated
• Free entry to all services for the first 12 months

We use the latest technology to deliver the best solution in the most effective and efficient way possible while never losing sight of the human side of client servicing.

Whatever your hopes are for the future – a second or dream home, top universities for your children, world travel or early retirement – fulfilling them will require solid financial planning and the appropriate products and investments to turn your financial goals into realities. When implementing your strategies you may want to consider the benefits of being an expatriate; including tax-deferred investments that can help you take advantage of the asset-building potential of the financial markets.
We have a range of sophisticated products including mutual funds, stock options, hedge funds, structured product investments, property and foreign exchange. Our Advisors are highly qualified and experienced in helping people build a detailed portfolio that suits all of the factors that contribute to making your investment a success and reaching your financial goals.

As most people do not have the time, ability or inclination to spend hours researching the information that is readily available, most choose to turn to an Independent Financial Advisor. With the help of your personal Advisor and the client services team at Austen Morris Associates, we will monitor the progress you are making towards the achievement of your goals and aspirations. Unlike many other institutions, this unique ongoing service is provided to all our clients, large or small, with additional options available for the more active investor.

By having a free initial meeting with one of our Advisors, you have nothing to lose and you'll be taking the first step to achieving your investment goals.