About Stephan Independent Advisory

Stephan Independent Advisory exists to give you a truly independent wealth management advice. When you work with us you’ll receive an in-depth financial strategy unique to your family’s situation, with the only goal to see your financial health managed sustainably.
Because at the end of the day, whether it’s maintaining your family business, or putting long-term plans in place for your retirement and beyond, nothing is more important than your family. You want to see them looked after long into the future. And we understand this better than most.

Our first-hand experience

When we almost lost our father in 1999 our family simply wasn’t ready. We weren’t prepared for the challenges that came with transitioning his wealth and knowledge, and it made us aware how important a strong wealth transition plan is.

We realised that we could use our experience to help other business families manage their wealth transition well ahead of any critical event.

So when we work with you as your independent financial advisor, our advice isn’t just academic: we provide a long-term vision enriched by life experience. We’ve been there, and we want to help you avoid the heartache and complex problems we experienced.

We’re with you every step of the way

To us, your wealth management isn’t a quick-fix, once-off solution. We work with you every step of the way to help you create and deliver a long-term wealth management strategy.

We’ll review your progress regularly, to make sure your strategy keeps pace with the changes in your business, and your family life.

Download our Special Report Here

Our Special Report guides family business owners like you through our wealth management structure, so you can see how we’ll help you thoroughly plan for the complex needs of your family and your business.

 

  • 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