Knowledge Centre

Wealth Preservation

  • The importance of sequencing

    You’ve worked hard to get where you are financially, so you want to make sure your wealth is maintained when you retire. But the problem with investments is that the market is unstable. And it’s not necessarily what happens to…

  • 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 ones that keep you up at night. This Special Report guides you through a…

  • Rewards for Grandparents!

    We’re continually told that being a Grandparent is one of life’s most rewarding phases. Spending as much time with Grandchildren becomes a top priority for most. However, structuring your estate can be a challenging process. We’ve seen many instances where…

  • 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…

  • Your inheritance. How much should you leave your children?

    When considering your legacy, deciding how much to leave your children, grandchildren and other beneficiaries is one of the most important questions families face. However, the amount you provide is only one factor of many that you should consider. When…

  • 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…

  • Reducing the high cost of opinions

    Every year you’ll hear a wide range of financial predictions from a range of experts.  What do these predictions really mean – and just how many of them come true? The results should NOT surprise you. Do these headlines /…

  • 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…

  • 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…

  • 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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