About Stephan Strategic

Stephan Independent Advisory exists to give you a truly independent wealth management solution. When you work with us you’ll receive an in-depth financial strategy that’s unique to your family’s situation, with the only goal to see your financial health managed in a sustainable way.

Because at the end of the day, whether it’s maintaining the family business you’ve built from the ground up, or putting long-term plans in place for your retirement and beyond, nothing is more important than your family. You want to see them looked after long into the future. And we understand this better than most.

Our first-hand experience

When we almost lost our father in 1999 our family simply wasn’t ready. We weren’t prepared for the challenges that came with transitioning his wealth and knowledge. It was a sharp learning curve, but it made us realise how important a strong wealth transition plan is.

We realised that we could use our experience to have a profound influence on other successful business families by helping them successfully manage their transition well ahead of any critical event. And so the idea of having a ‘Family’ CFO—a trusted advisor to the family business—was conceived.

Through our experience, we’ve committed to alleviating many of the worries that a family business leader takes on their shoulders, ensuring the next generation and their surviving partner understands the implications of wealth transfer and their roles and responsibilities within the family context, before the transition has been forced upon them.

So when we work with you as your independent financial advisor, our advice isn’t just academic: we’re able to provide a long-term vision that’s enriched by life experience. We’ve been there, and we want to help you avoid the heartache and complex problems we experienced.

We’re with you every step of the way

To us, your wealth management isn’t a quick-fix, once-off solution. You don’t just meet with us, go through your finances, and then take over from there.

We work with you every step of the way, to help you create and deliver a long-term wealth management strategy. We’ll meet with you regularly to continually review your progress, to make sure your strategy is keeping pace with the changes in your life, and that it continues to meet the evolving needs of your business and your specific family circumstances.

Download our Special Report Here

To find out more about how to handle your wealth transition situation, download our Special Report. This document guides family business owners like you through our wealth management structure, so you can see how we’ll help you alleviate the most common pressing issues facing family business owners, and shows you how the complex needs of your business and your family can be thoroughly planned for so that your business lives on.

 

  • 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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