Business owners
Business value, personal wealth and succession.
Plan a sale, family succession or partner transition while protecting the retirement and family outcomes behind it.
See how we help business owners plan successionStart with the financial decision or life event that brought you here.
AMGENT works with clients whose financial decisions cut across business, retirement, superannuation, protection, family and cross-border issues. These profiles show common starting points rather than strict eligibility categories.
Common starting points
Which decision is affecting the most parts of your financial life?
You do not need to select an advice product before speaking with AMGENT. Start with the event, deadline or uncertainty in front of you, then identify the financial areas connected to it.
UK expats
Two systems. One long-term plan.
Coordinate UK pension decisions with Australian super, investments, retirement income, tax and estate considerations.
Explore UK pension and cross-border advice
Professionals & executives
Turn strong income into deliberate wealth.
Reduce fragmented decision-making across investments, super, insurance, equity interests and estate priorities.
See planning for professionals and executives
Medical professionals
Keep the plan organised around a demanding career.
Coordinate income, practice ownership, super, investment, protection and family priorities without adding more administration.
See planning for medical professionals
Pre-retirees & retirees
Know what your assets can support.
Plan income, spending, super, investment risk, family support and estate decisions through the transition into retirement.
Plan your transition to retirement
TPD claimants
A claim can be the start of a new financial plan.
Understand the tax, super, cash-flow and investment decisions that may arise before or after a TPD payout.
Get TPD claims advice and supportNot sure where you fit?
These are common decision patterns, not rules about who can become a client. A discovery conversation is the simplest way to determine whether AMGENT can help and which advice area should come first.