Our Clientele

We typically work with successful family business owners looking at passing their business on to the next generation, or self-funded retirees who want to make the most of their hard-earned retirement.

After all, you’ve worked hard to get where you are and have high expectations for your future. But you might be unsure on the right decisions around transferring and preserving your wealth, and concerned with the security and management of your hard-earned capital.

We’ll help you leave a legacy that’s worth preserving.

How we work with you

We partner with you as an ongoing independent financial sounding board, providing you with a tailored strategy that ensures your financial and family goals are met. This plan helps you maintain control, to achieve realistic financial goals, and reduce the stress and financial uncertainty for the future.

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Family-focused Business Owners

You’ve spent your whole life building your business. But you might now be finding that despite managing your business’ financial matters you may have neglected your personal finances. You may be looking to start transitioning your family business on to your children, but unsure of how to successfully go about this.

Paul and Kathryn had accumulated wealth from a successful business, but a lack of time meant their personal affairs weren’t adequately managed. They wanted to make sound decisions for their families’ future, so they came to us. See how we helped them make the most of their hard-earned wealth.

Putting your cash flow to good use now means your ideal life becomes less reliant on your business success, and you can make plans to hand over the reins when it’s time.

We help you:

• Take the uncertainty out of your wealth management
• Devise a long-term Wealth Management Strategy that sees your personal and business finances taken care of
• See your family business and legacy successfully preserved for the next generation

We’ll make sure your Wealth Management Strategy continues to meet the evolving needs of your business and your family for the long term.

CLICK HERE for more information on how we serve ‘Family-focused Business Owners’.

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Self-Funded Retirees

You’ve spent your whole life working towards this point—now it’s time to enjoy the fruits of your labour. We’ll help you implement a strategy for your accumulated wealth, which also takes into account your financial legacy.

We met Kevin and Annette in 2007. Since then, we’ve helped Kevin transition from full-time academia to retirement. We’ve guided them through the global financial crisis and always helped them to understand where they were headed with their wealth.

We help you:

• Implement strategies for your accumulated wealth to remove any future uncertainty
• Partner with a team of professionals to ensure all elements of your financial health are accounted for
• Put the necessary structures in place so you and your family can enjoy your retirement to its fullest

We’ll make sure your Plan continues to meet the evolving needs of your retirement for the long term.

CLICK HERE for more information on how we serve ‘Family-focused Business Owners’.

Take Action
Take Action
Family Business Owners

Family-focused Business Owners

You’ve spent your whole life building your business. But you might now be finding that despite managing your business’ financial matters you may have neglected your personal finances. You may be looking to start transitioning your family business on to your children, but unsure of how to successfully go about this.

Paul and Kathryn had accumulated wealth from a successful business, but a lack of time meant their personal affairs weren’t adequately managed. They wanted to make sound decisions for their families’ future, so they came to us. See how we helped them make the most of their hard-earned wealth.

Putting your cash flow to good use now means your ideal life becomes less reliant on your business success, and you can make plans to hand over the reins when it’s time.

We help you:

• Take the uncertainty out of your wealth management
• Devise a long-term Wealth Management Strategy that sees your personal and business finances taken care of
• See your family business and legacy successfully preserved for the next generation

We’ll make sure your Wealth Management Strategy continues to meet the evolving needs of your business and your family for the long term.

CLICK HERE for more information on how we serve ‘Family-focused Business Owners’.

Take Action
Self-Funded Retirees

Self-Funded Retirees

You’ve spent your whole life working towards this point—now it’s time to enjoy the fruits of your labour. We’ll help you implement a strategy for your accumulated wealth, which also takes into account your financial legacy.

We met Kevin and Annette in 2007. Since then, we’ve helped Kevin transition from full-time academia to retirement. We’ve guided them through the global financial crisis and always helped them to understand where they were headed with their wealth.

We help you:

• Implement strategies for your accumulated wealth to remove any future uncertainty
• Partner with a team of professionals to ensure all elements of your financial health are accounted for
• Put the necessary structures in place so you and your family can enjoy your retirement to its fullest

We’ll make sure your Plan continues to meet the evolving needs of your retirement for the long term.

CLICK HERE for more information on how we serve ‘Family-focused Business Owners’.

Take Action
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Client Selection Criteria

As a specialised advisory firm, we’re determined that the growth of our practice is based on working with clients that are a good long-term fit with the direction in which our business is heading.

So schedule a call with us and see how we can help you preserve your wealth, and lead your family into the future.

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  • 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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Stephan Independent Advisory
Private Wealth Management
Suite 506, 1 Princess Street, Kew VIC 3101