In 2018 we asked a representative group of our clients to participate in a worldwide survey of the financial advice industry.
The aim of this survey was to help us better understand:
• How engaged with us our clients are;
• The value we’re providing in shaping your wealth;
• Your satisfaction with our service; and
• How we can do better.
In this report (click here) we’ll break these survey results down for you, outline the most significant findings, and discuss what this means for how we work with you.
Director, Stephan Independent Advisory
Joe Stephan graduated in 2002 with a Bachelor of Business (Fin Plan) under the tutelage of his father (Program Leader of Financial Planning at RMIT University).
You will hear Joe bandy about the idea of “pure financial advice”, which is given objectively and focused around the needs of individual and not the internal needs of the business providing advice.
Joe is realising his vision every day through his Independent Advice Firm which he owns and operates with his brother James. Joe also spends a portion of his time teaching tomorrow’s Financial Planners at various Melbourne Universities including RMIT & LA Trobe.