Austen Morris Associates is an international financial planning and wealth management company that provides unbiased advice and access to investment management groups.

Austen Morris Associates

Security and Investigations

财务计划

Educational Savings

Austen Morris Associates | 6,236 followers on LinkedIn. Invested Together, Always | Click to follow Austen Morris Associates. 
Austen Morris Associates is a trusted and transparent financial services company committed to long-term partnerships. We have over 7,500 global clients, whom we’ve been proudly consulting for over 30 years.

Associate at Austen Morris Associates

David Jackson

Managing Director at Austen Morris Associates Europe GmbH

Alan Copley

William Coppin is a Senior Partner at Austen Morris Associates Shanghai

William Coppin

Managing Director at GO2SANYA

Marvin Manalac

In this series, we’ll explore the essential building blocks of financial fitness. Listen to our Chief Investment Officer (AMA International) Stewart Dando, explore several key topics over the coming weeks. Our goal is to empower you with knowledge and insights to make informed financial decisions. Stay tuned weekly for valuable insights and practical tips to help you achieve your financial goals. Contact us to schedule an obligation-free introductory meeting with one of our consultants: https://lnkd.in/dARsZac . #Savings #AMAInternational #Budgeting #NoDebt #FinancialFitness #AustenMorrisAssociates #AMAInternational #AMAGroupOfCompanies #AMA #BespokeFinancialPlans #WealthManagement #FinancialPlanning #PortfolioManagement #WealthBuilding #WealthTips #FinancialTips #Series

As the year comes to a close, it’s the perfect time to review your retirement strategy and make sure you’re on track for the future you envision. Whether you’re just starting to plan or looking to refine your existing strategy, Austen Morris Associates is here to help. Our team of experts will work with you to tailor a retirement plan that aligns with your goals and ensures you’re financially secure as you approach this important milestone. https://lnkd.in/dARsZac #AustenMorrisAssociates #AMA #RetirementPlanning #BespokeFinancialPlans #WealthManagement #FinancialPlanning #PortfolioManagement #WealthBuilding #WealthTips #FinancialTips #Bonus #LumpSumInvestments #Growth #WealthBuilding

Property investments offer a tangible and secure way to grow your wealth. At Austen Morris Associates, we provide direct international property investment options. From off-plan developments to equity investments, our property division ensures your portfolio is diversified and positioned for growth. Why settle for less? Contact us today to explore your options and start building your property investment portfolio. https://lnkd.in/dARsZac #AustenMorrisAssociates #AMA #PropertyInvestments #BespokeFinancialPlans #WealthManagement #FinancialPlanning #PortfolioManagement #WealthBuilding #WealthTips #FinancialTips #Bonus #LumpSumInvestments #Growth #WealthBuilding

Your investments deserve the attention they need to grow. Is your current offshore portfolio being actively managed? If you would like a review of your current investment - Austen Morris Associates can help. Don’t let your assets stagnate - contact us today to ensure your portfolio is in the right hands. https://lnkd.in/dARsZac #AustenMorrisAssociates #AMA #OffshoreInvestment #BespokeFinancialPlans #WealthManagement #FinancialPlanning #PortfolioManagement #WealthBuilding #WealthTips #FinancialTips #Bonus #LumpSumInvestments #Growth #WealthBuilding

May the radiant glow of Diwali illuminate your life with joy, prosperity, and blessings. From all of us at Austen Morris Associates, wishing you a sparkling Festival of Lights filled with warmth and celebration. #AustenMorrisAssociates #AMA #HappyDiwali #Diwali2024 #AMAInternational #BespokeFinancialPlans #WealthManagement #FinancialPlanning #PortfolioManagement #WealthBuilding #WealthTips #FinancialTips #Bonus #LumpSumInvestments #Growth #WealthBuilding

At Austen Morris Associates, we understand that estate planning is more than just drafting a will—it’s about protecting your wealth and ensuring a smooth transfer of assets to your loved ones, no matter where you are in the world. If you are an expatriate, your unique financial situation requires careful consideration of both local and international laws. Our team of experts is here to help you navigate these complexities, ensuring that your assets are protected and that your beneficiaries receive their inheritance without unnecessary delays or costs. Contact us today for comprehensive estate planning and trust structuring services: https://lnkd.in/dARsZac #AustenMorrisAssociates #AMA #EstatePlanning #TrustStructure #BespokeFinancialPlans #WealthManagement #FinancialPlanning #PortfolioManagement #WealthBuilding #WealthTips #FinancialTips #Bonus #LumpSumInvestments #Growth #WealthBuilding

Austen Morris Associates Africa is proud to announce that our CITRINE South Africa Range has surpassed the incredible milestone of R300 million AUM. With the CITRINE South Africa Balanced Fund leading the way, delivering returns in the 95th percentile over the past 5 years. Contact us today for a personalised consultation. We'll discuss your financial goals, risk tolerance, and investment horizon to help you make informed decisions. https://lnkd.in/dARsZac Austen Morris Associates Africa (Pty) Ltd is an authorised ­financial services provider, FSP Number: 43758 #AustenMorrisAssociates #AMAAfrica #Citrine #RSA #Morningstar #AMAGroupOfCompanies #AMA #BespokeFinancialPlans #WealthManagement #FinancialPlanning #PortfolioManagement #WealthBuilding #WealthTips #FinancialTips

At Austen Morris Associates, we understand the significance of planning for tuition and related fees, especially for expatriate families. Our financial experts are here to help you create a tailored strategy to secure your child’s educational journey. Whether you’re starting to save or looking to invest a lump sum, now is the perfect time to take action. Don’t delay—contact us today to begin your Education Planning and give your child the best start in life. https://lnkd.in/dARsZac #AustenMorrisAssociates #AMA #EducationPlanning #BespokeFinancialPlans #WealthManagement #FinancialPlanning #PortfolioManagement #WealthBuilding #WealthTips #FinancialTips #Bonus #LumpSumInvestments #Growth #WealthBuilding

Having a solid financial plan is crucial for ensuring a comfortable retirement and financial security for your family. At Austen Morris Associates, our financial planning team offers personalised advice to help you: Provide your family with long-term financial security Access a broad range of investment opportunities Gain in-depth financial understanding and confidence through expert guidance As we grow older, the need to save and plan becomes even more critical. Don’t overlook this essential goal—contact our financial planning team today and take the first step towards a secure and prosperous future. Contact us to start planning now. https://lnkd.in/dARsZac #AustenMorrisAssociates #AMA #BespokeFinancialPlans #WealthManagement #FinancialPlanning #PortfolioManagement #WealthBuilding #WealthTips #FinancialTips #Bonus #LumpSumInvestments #Growth #WealthBuilding

With our AMA App, you can get instant currency alerts and rates, stay updated on global finance news, and monitor your investments—all from the palm of your hand. Designed with you in mind, the app offers secure access to essential tools like currency converters and investment planners, ensuring you’re always informed and in control. Whether you’re tracking market trends or managing your portfolio, the AMA App is your go-to resource. Download it today and put global finance at your fingertips. Download the AMA App https://lnkd.in/eHbUYnYE . #AustenMorrisAssociates #AMA #AMAApp #BespokeFinancialPlans #WealthManagement #FinancialPlanning #PortfolioManagement #WealthBuilding #WealthTips #FinancialTips #Bonus #LumpSumInvestments #Growth #WealthBuilding

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Head of Wealth Management Services

April E.

Business Development Manager

Mark Diego

Associate Partner

Kirk McArdle

Client Services Account Manager

Rachel G

Senior Partner at Austen Morris Associates I Wealth Management

City of Shanghai Companies With More Than 50 Employees

Consulting Companies (Top 10K)

City of Shanghai Companies With Fewer Than 1000 Employees

City of Shanghai Consulting Companies

AMA specializes in offering investment strategy, wealth management, insurance, retirement planning, and financial consulting services.

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