Knowledge Centre

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…

Family Business

“Are you ready?”

The importance of having the right team of experts on your side. Life is unpredictable. You may think there’s still time to make plans for your business, to put things in order for your retirement—but significant life changes can happen…

Read More

Wealth Enhancement

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…

Read More

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…

Read More

News

SIA Response to the Royal Commission into Banking

Around the country there are honest financial planners and bankers frustrated, angry and disappointed by revelations made at Royal Commission into Banking. What we’ve seen the Royal Commission expose is that it’s the system, not the professional financial planner community,…

Read More
  • 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

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