Independent Opinion Service

You’re here because you have complex financial decisions to make: you might be in the process of transitioning out of a leadership role in your family business, or you may be looking at the next step of your retirement and wondering how to get the most out of your assets.
Our Independent Opinion Service helps you navigate the complexities of managing your wealth.

A truly independent opinion

Here’s how it works. Simply schedule a 15-minute phone call with us, and we’ll discuss your needs and goals confidentially (at no cost).
After our conversation one of three things may happen:
1.        We’ll assess that you need help, but we don’t specialise in your situation, nor can we add the value you require. In this case we’ll introduce you to another professional that caters to your individual needs, that we believe can assist you.
2.        We let you know that you’re on the right track with your current advisors and should stay the course. We won’t waste your time—if we think you don’t need our services, we’ll tell you.
3.      We’ll assess you’re in need of help and we can assist so we’ll schedule a follow-up meeting to provide you our specialist independent opinion.

SCHEDULE A PHONE CALL

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