Clarity
Translate technical issues into decisions, trade-offs and actions a client can understand.
A boutique advisory firm built so clients know who is responsible for the whole picture.
AMGENT gives clients direct senior adviser access and a clear process for connecting business, personal wealth, retirement, protection and family decisions.
Founder & Director
Benjamin Waite
Benjamin, known as Ben, has more than 25 years of experience across domestic and international financial markets, superannuation and financial advice.
His career has included international financial markets and senior roles with major Australian financial and professional-services organisations. That experience gives him a practical understanding of the way investment, retirement, tax, business and family decisions can become fragmented when nobody is responsible for connecting them.
Ben founded AMGENT to give clients a direct senior relationship and a place where those decisions can be considered together. The aim is simple: understand what matters, explain the trade-offs plainly, coordinate the right specialists and stay involved as circumstances change.
CFP®CFTeM App FinAdv Dip FPDip TA
Ben is also a qualified tax relevant provider (QTRP).
AR 001004141Benjamin Waite
CAR 001318113AMGENT Wealth Management Pty Ltd
AFSL 380552Spark Advisors Australia Pty Ltd
Why AMGENT exists
Good specialists can still leave clients with disconnected decisions.
AMGENT was designed around the need for one adviser to keep the financial strategy connected while other professionals contribute within their own areas of expertise.
Coordination
Keep financial advice aligned with the work of accountants, lawyers and other specialists when their input is required.
Continuity
Maintain context as your business, family, retirement plans and legislation change over time.
Founder story
Personal advice works better when the adviser knows the history behind the numbers.
Many important financial decisions are not purely financial. Selling a business changes identity and family cash flow. A pension decision can affect two tax systems. A TPD payout can create a new set of tax, super and investment questions at a difficult time.
AMGENT’s boutique model is intended to preserve that context. Rather than restarting the story with a different team each time, the client has a senior adviser who can remember why earlier decisions were made and how a new decision affects the wider plan.
The AMGENT mark also reflects Hugo and Buddy, the Waite family’s Boston Terriers. The breed is known as the “American Gentleman”, which helped shape the firm’s name and visual identity.
How the relationship works
Know the scope before personal recommendations begin.
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.
See the advice process01
Discovery and fit
Start with the decision, priorities and concerns that brought you to AMGENT.
02
Agree scope and fees
Confirm what AMGENT will advise on, what it will cost and which work sits with other professionals.
03
Personal recommendations
Develop advice using your goals, financial situation, needs and the authorised advice scope.
04
Implementation and review
Coordinate agreed actions and review the plan when circumstances or relevant rules change.
Testimonials & Google
Client feedback on clarity, coordination and support.
Selected client feedback is shown below. Scan the QR code to view AMGENT’s current public Google reviews and read more client experiences.
“After my father passed away, AMGENT supported my family through the transfer of the estate and the family business, updated our SMSF, and helped secure our future, enabling my mother to retire with peace of mind.”
Karen C
“As a British expat, I was anxious about transferring my pension. AMGENT explained every step and gave me clarity I couldn’t find elsewhere.”
Andrew Bell
Collingwood, Melbourne
Meet AMGENT at 88 Langridge Street.
AMGENT meets clients at 88 Langridge Street, Collingwood VIC 3066. The map below provides location and directions.