AMGENT Wealth Management Reviews (1), Pricing, Services & Verified Ratings

Financial Advising & Planning Funding & Investment Insurance Services & Brokers
Life Insurance Retirement Planning Securities Brokerage Stocks Portfolio Management Wealth & Asset Management
$10,000 to $49,999
July 2025 - May 2026

5.0

Quality: 5.0

Schedule: 5.0

Cost: 5.0

Willing to Refer: 5.0

"They showed me the value of their advice from day 1."

Jul 1, 2026

CEO, Dentistry Company

Brad West

Dental
Melbourne, Australia
1-10 Employees
Online Review

AMGENT Wealth Management provided financial services for a dentistry company. The team offered retirement planning, TPD claims advice, and UK QROPS pension transfer advice.

AMGENT Wealth Management helped the client save $10,000 in tax and improve their returns by 5%. The team made a complex and stressful situation feel simple, personal, and easy to act on. They were also quick to respond and always kept the project moving.

The client submitted this review online.

BACKGROUND

Please describe your company and position.

I am the CEO

Describe what your company does in a single sentence.

creates trust

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire AMGENT Wealth Management to accomplish?

Retirement Planning
TPD claims advice
UK QROPS Pension transfer advice

SOLUTION

How did you find AMGENT Wealth Management?

Referral

Why did you select AMGENT Wealth Management over others?

High ratings
Close to my geographic location
Pricing fit our budget
Great culture fit
Good value for cost
Referred to me
Company values aligned

How many teammates from AMGENT Wealth Management were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

I had a really positive experience with AMGENT Wealth Management. The team took the time to understand my situation properly and explained everything in plain English, which made a big difference. What I appreciated most was how calm, thorough, and practical the advice felt — no fluff, just clear guidance tailored to what I actually needed. They helped me feel more confident about my financial decisions, and I’d happily recommend them to anyone looking for thoughtful, professional advice

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

They helped me save areound $10,000 in tax, improve my returns by 5%, and gave me real peace of mind. It was a simple, practical process, and I came away feeling much more confident about my finances. I trust AMGENT.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They were quick to respond and always kept things moving without any mucking around.

What was your primary form of communication with AMGENT Wealth Management?

Virtual Meeting

What did you find most impressive or unique about this company?

What stood out most was how AMGENT made a complex and stressful situation feel simple, personal, and easy to act on. They showed me the value of their advice from day 1

Are there any areas for improvement or something AMGENT Wealth Management could have done differently?

no they are really quite good, i dont think i can suggest many enhancements

RATINGS

5.0

AMGENT Wealth Management

Guiding Wealth with Confidence and Clarity.

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