Your Wealth. Your Legacy.
Your Family’s Future.
For business families, every decision is about more than money. We help you safeguard what you’ve built so it protects your family today and provides for them tomorrow.
Joe Stephan is proud to be recognised as a finalist for the FAAA’s 2025 CERTIFIED FINANCIAL PLANNER® Professional of the Year award.
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3 steps to your family’s long term wealth strategy – wealth management training for family businesses
When you run a family business
you’re always thinking about the future.
But there are a few questions keeping you up at night…
Everyday, you make decisions for the future of your family, your business and the legacy you’re creating.
But often, your personal finance is an afterthought. At Stephan Independent Advisory, we believe that your family success is just as important as your business success, which is why you need a long term wealth strategy.
That's why we are committed to work with families who are looking to build a legacy, empower future generations and protect their family name.
Protect what you’ve built. Plan for what’s next.
Running a family business is more than a job. It’s your chance to create the life you want for the people you love. But what happens if you can’t work tomorrow?
Years of effort could be lost without the right safeguards in place
Your family’s lifestyle and future should not be at risk
Opportunities to give back could be missed
You deserve to know your business success will keep providing for your family for generations to come.
Family businesses, you're in the right place...
At Stephan Independent Advisory, we work with families who:
own and operate a business
want to secure the wealth their business has created
are planning for life after business ownership
wish to use their success to give back in meaningful ways
If that sounds like you, you’re in the right place.
We’re Joe and James,
and this is our family business
We have spent years running our own family business passed down by our father – so we get it.
It’s about more than just money. It’s about legacy, future generations and protecting your family name. That’s why we bring our decades of experience working with Australia’s most successful family-run businesses to your finance.
Because your family success is just as important as your business success.
Our clients choose us because we’re:
Specialists in family-owned business succession and wealth transfer
Experienced in guiding families into structured charitable giving
Grounded, values-driven, and not afraid to say “slow down” when needed
Your path to security and legacy
We will guide you on a journey to build your family’s long-term wealth strategy.
Clarify your goals
Understand what matters most for your family’s future
Create a tailored strategy
Protect your wealth, plan for life after business, and set up lasting giving
Put the plan into action
Stay on track with ongoing support and advice
Imagine this
Your business has given your family a secure future. Your wealth is protected, your succession plan is clear, and your charitable impact will be felt for decades. You can focus on what matters most, knowing the rewards of your hard work will never be wasted.
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