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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 wealth management structure that helps to alleviate these stresses, and shows you how the complex needs of your business and your family can be thoroughly planned for, so that your legacy can live on.

Joe Stephan

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