Our Heritage

Family heritage

In 1995 our father, Magdy Stephan established a boutique financial planning dealer group, with the aim of bringing a new approach to the financial planning industry. He believed that all advice he provided needed to be in the best interests of the client, regardless of what it meant for his group—in other words, he believed in giving a truly objective, independent opinion.” And he instilled this belief into us. This was his legacy.

Leading a family

When our father, our role model, was diagnosed with renal cancer in 1999, we were only given a few short months to come to terms with our family’s future. We scrambled around, trying to do the best we could to put business transition strategies in place. And at the time, they were by no means perfect.

But we were lucky. Magdy beat the odds and lived on for another 10 precious years, during which we were able to lean on his expertise and get the mentoring and support we needed to help us successfully take over the reins of the family business.

Our situation was unique: other families might not be so lucky. This is why Stephan Independent Advisory was born. Our experience informs why we specialise in those transitioning their family business or into retirement, and led us to being who we are today.

 

Leaving a legacy

As a second-generation family business, we strive towards the values we learned from our father. Through the hard work he laid down before us, we incorporate the principles and values we learned from him to ensure that Stephan Independent Advisory helps others not just to succeed, but to thrive.

We aim to provide a unique brand of pure independent financial advice, to give you the chance to manage your wealth in a long-term way. And we understand that it’s not just wealth management you’re looking for; it’s a way to safely and productively hand over the reins of your family business to the next generation, and to keep the traditions and customs of your family alive.

You want to leave a legacy.

DOWNLOAD SPECIAL REPORT

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