CONTACT

Private Wealth Management

EST. 1995

Stephan Independent Advisory help successful family business owners and self-funded retirees preserve, protect, and transfer their wealth, while ensuring that their family’s legacy is preserved.
OUR
STORY OUR
APPROACH OUR
CLIENTELE

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 boutique financial advice firm we choose who we work with carefully. We make sure we’re able to assist you in achieving outcomes that satisfy your long-term financial and personal goals before entering into a relationship, to ensure 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 provides you with objective wealth management advice. As a truly independent firm we put your needs first, serving as a facilitator and custodian of your goals and financial objectives.  Read more…..

  • Enjoy the fruits of working life Joe & James were able to provide me with the impetus to take the next step into retirement which could have been delayed without quality financial advice. Dr. Kevin Adams Self Funded Retiree
  • Professional practice to be admired Joe & James' professional practice is to be admired. They are always there for his clients when needed. They freely pass on their expert knowledge without hard product selling techniques. Dr. Elspeth Mckay Associate Professor
  • 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. Paul Marsh - Principal P2 Group - Business Owner
  • Family centered advice We have moved our investments from being a private client with a major bank to Stephan Independent Advisory in 2018. Since this move, we have been surprised at the depth of understanding encountered from Joe and James about our future plans and their ability to comprehend exactly what we wish to achieve. Mr Graham and Mrs Judith McKnight Self Funded Retirees
  • Values aligning with our own Clear, timely and direct responses in all areas of communications are outstanding. Meetings are planned and run efficiently to deliver on all our expectations. The firm’s values align to our own so that trust is readily established. Mr John and Dr Kim Watty Self Funded Retirees

Thinking
about a second
Opinion?

Independent
Opinion
Service

SCHEDULE
A 15 MIN
PHONE CALL
Stephan Independent Advisory
Private Wealth Management
Suite 506, 1 Princess Street, Kew VIC 3101