Knowledge Centre

Wealth Enhancement

  • Special Report for Family Business

    We’ve spoken with family business owners and specialist family business advisors across both Australia and the US to uncover the most pressing issues facing you today.

  • The 7 roles of a Financial Advisor

    When you think of a Financial Advisor, you might see us playing one role. Jim Parker, Vice President of DFA Australia, believes good Financial Advisors actually play seven roles. And he describes these, and their benefits to you. Many people…

  • Global Investing: Looking beyond our market.

    Everybody loves the comforts of home, but investors who become too anchored to familiar territory can end up with a very narrow view of the world. Jim Parker is the Vice President of DFA Australia Limited and he helps explain…

  • Investment picks for uncertain times

    One of Australia’s top financial planners says its important to block out the short-term volatility of the sharemarket and the added noise of an election campaign and focus on three- to five-year investment horizons. Block out the “noise” of a grinding…

  • A lap band for your income

    We find that many people focus on their expenditure – without focusing on their goals. After creating an understanding of your goals and objectives, we devise strategies that will enable you to achieve these. However, as the word “budget” sometimes…

  • Dreaming of a three day working week? Here’s your reality!

    Many people, who are clear on their personal financial goals – move towards a three day working week sooner. With the festive season upon us, how’s your work life balance? Did 2015 see you achieve more family time while earning…

  • The dirty habits of being cashed up!

    Just because you are income wealthy does not mean you are set up for life. There’s an old saying, look after the cents as the dollars will look after themselves. This means, watch the little purchases – these quickly add…

  • How Independent Financial Advice adds more to your life

    As experienced Financial Planners, we identified the advice that we believe is best for our clients, can only be as good as the structure we operate within. The vast majority of financial advisors in Australia who insinuate they are independent…

  • The Value of Patience

    One legendary investor, in an interview a few years ago, was asked to name the single most important thing he had learned over 70 years in the markets. He replied with a single word: “patience”. Patience can be hard because…

  • An Investment Philosophy approved by Warren Buffett

    Our Investment Philosophy gets a huge endorsement from billionaire investor Warren Buffett! My advice to the trustee couldn’t be more simple: Put 10% of the cash in short-term government bonds and 90% in a very low-cost S&P 500 index fund. (I…

  • 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

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