Begin with the decision that needs greater clarity.
A confidential discovery call is used to understand what has changed, which people and structures are involved, the advice already in place and whether AMGENT is the right firm for the work.
What happens in the first conversation
The initial conversation is not a product presentation. It is an opportunity to clarify the issue, understand urgency and determine the appropriate next step.
Describe what has changed
For example: a planned business sale, retirement date, pension decision, inheritance, health event, family change or concern about fragmented advice.
Identify the connected areas
Discuss how the decision may affect investments, super, tax, business, insurance, estate planning or family cash flow.
Agree the next step
AMGENT will explain whether further information, a defined advice engagement or referral to another specialist is appropriate.
Tell AMGENT what changed and what decision is ahead.
Your enquiry will be sent securely to AMGENT. You can also email info@amgentwealth.com.au directly.
Use this form to prepare an enquiry for AMGENT. Please do not include account passwords, identity documents or unnecessary sensitive information in your first message.
Choose a time for a 30-minute discovery conversation.
If you are ready to speak with Ben, choose a suitable time below for a confidential 30-minute discovery conversation.
You only need enough information to explain the decision and the people or structures it affects.
A high-level list of assets, liabilities, super, business interests, insurance, structures and current professional advisers is enough to begin. Detailed documents can be requested after the scope is clearer.
88 Langridge Street, Collingwood VIC 3066
AMGENT meets clients at 88 Langridge Street, Collingwood VIC 3066. Use the map below for location and directions.