Financial advice across wealth, retirement, super, protection and succession.
AMGENT provides senior-led advice across six core areas and connects them where one decision affects another. The scope is agreed around your circumstances, with specialist accounting, legal or other input coordinated where required.
Six advice areas, coordinated around the decisions you are actually making.
A retirement decision can affect super, investments and estate planning. A business succession decision can affect insurance, tax, cash flow and personal retirement. AMGENT makes those links explicit.
Wealth & investment management
Build a disciplined investment framework around the purpose of your capital, liquidity, diversification, risk and long-term objectives.
See how wealth decisions are coordinated →
Retirement & income planning
Turn super, investments, property and business proceeds into a practical income plan and test the trade-offs before you act.
Plan your transition to retirement →
Superannuation & SMSF advice
Review contributions, pension strategies, investment settings, SMSF suitability, liquidity, trustee responsibilities and beneficiary arrangements.
Review your superannuation strategy →
Business & personal insurance
Assess life, TPD, income protection, key person and ownership risks around the people and cash flow your plan depends on.
Review business and personal protection →TPD Claims Advice & Support
Organise the financial decisions around a TPD claim, including claim support, tax on a TPD payout from superannuation and investment planning after payment.
Get TPD claims advice and support →
Estate planning & business succession
Coordinate legal intentions with ownership, retirement funding, super, insurance, liquidity and the practical transfer of family or business wealth.
Plan estate and business succession decisions →Know the scope, fee basis and responsibilities before personal advice begins.
We’ll agree on the scope of advice before any personal recommendations begin. Those recommendations will always depend on your goals, financial situation, needs, and the areas AMGENT is authorised to advise on.
Where a decision requires legal, accounting, specialist tax, lending or medical input, AMGENT can identify the dependency and coordinate with the appropriate professional rather than presenting that work as financial advice.
See how an AMGENT engagement worksThe website explains common advice areas and decision patterns. It does not determine which services are appropriate for you. Final advice scope, fees and disclosures are confirmed before personal advice begins.