“Leading a Family, Leaving a Legacy”


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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.

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…..

  • 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
  • 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

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Private Wealth Management
Suite 506, 1 Princess Street, Kew VIC 3101