“Leading a Family, Leaving a Legacy”


 

We’ve spoken with family business owners and advisors across  Australia and the US to uncover the most pressing issues facing you today—the ones that keep you up at night. 

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Private Wealth Management

EST. 1995

Stephan Independent Advisory help you navigate the complexities of transitioning to retirement, for you and for your family. We help successful family business owners and self-funded retirees preserve, protect, and transfer their wealth, while ensuring that their family’s legacy is preserved.

Heritage

As a second-generation family business, we understand better than most the need for independent strategic support. So when you work with us, you get more than just financial and investment advice.

Who we work with

As a specialised, boutique firm, we choose who we work with carefully. We believe that sound wealth management is a mix of consultation, collaboration, and education, so we make sure we’re able to assist you in achieving outcomes that satisfy your long-term financial objectives, personal goals, and values, before entering into a relationship. After all, if you’re here it means we’ve been recommended to you—so we want to make sure we’re the right fit for you for a long-term partnership.  Read more……….

Trusted family counsel

With Stephan Independent Advisory you get a trusted family counsel who will provide you with objective wealth management advice. We focus on building a relationship with you and your family, with multi-generational meetings to ensure everyone who needs to be involved is there at the table, so that everyone understands not just what we’re planning, but why. We meet with you regularly to make sure your goals are on track to succeed.  Read more…..

  • Personal advice for complex lives Stephan Independent Advisory took the time to understand our situation & tailor their advice & solutions to our specific needs which, being a business owner, can be quite complex. Their strategies & advice have been clearly articulated & have placed my wife & I at ease. Paul Marsh - Principal P2 Group - Business Owner
  • Enjoy the fruits of working life I have been highly impressed with their recent retirement plan & start to enjoy some of the fruits of our working life. Joe & James were able to provide me with the impetus to take the next step which could have been delayed without quality financial advice. Dr. Kevin Adams Self Funded Retiree
  • First Class financial advice Joseph & James Stephan have a formidable background in financial planning. They complement each other in providing first class financial advice. Their honesty, integrity & sincere interest in securing a financial future for their clients makes them a standout group. Peter Wilson IT Professional & Business Owner
  • Professional practice to be admired Joe Stephan's professional practice is to be admired. He is always there for his clients when needed. He freely passes on his expert knowledge of financial planning without hard product selling techniques. This advice is well researched & trust worthy. Dr. Elspeth Mckay Associate Professor

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