AMGENT’s process is designed to make the scope, responsibilities, assumptions, fees and next actions clear before personal recommendations begin.
The exact work depends on your circumstances. Complex matters can be staged so urgent issues are addressed first without losing sight of the wider plan.
Discuss why you are seeking advice, the decision in front of you and the people, assets or business interests affected by it.
Identify what else the decision touches, such as super, retirement income, tax, ownership, insurance, estate planning or family cash flow.
Confirm what AMGENT will advise on, the agreed fee basis and what requires input from an accountant, lawyer, lender, medical professional or another specialist.
Recommendations are based on your goals, financial situation, needs and the areas AMGENT is authorised to advise on. Agreed actions are then coordinated and implemented.
Revisit the plan when your business, family, health, retirement timetable, portfolio or relevant legislation changes materially.
The advice scope and fee basis are discussed and agreed before personal advice work begins. Fees depend on the scope and complexity of the work; the current Financial Services Guide explains the fee types and ranges that may apply.
No. AMGENT can coordinate the financial plan and identify when accounting, legal or other specialist advice is required. Each professional remains responsible for work within their own scope.
Start with the decision you are trying to make. If you have them, bring current super and investment statements, existing advice documents, insurance details and relevant business or estate documents.
