Sustainable Investing

A sustainable investment method

As a family business, we understand the commitment you make to your personal values.

How you invest doesn’t have to compromise these.

Sustainable investing

We view sustainable investing as taking into consideration positive environmental, social, and corporate governance (ESG) practices, whilst ensuring your investments maintain significant diversification so that they also achieve financial sustainability.

This method means you’re able to align your investments with your values, while still working towards your future financial stability.

How it works

First and foremost, our approach is to ensure financial stability for your investments. We oversee and advise upon a closely-monitored framework that allows you to achieve your objectives while allowing you to work within your own sustainability goals.

This method emphasises organisations that are endeavouring to be environmentally and socially responsible, but still ensures that your portfolio has representation in each industry, so you don’t compromise financial sustainability.

Here’s how our methodology works.

  • We work with you to develop an investment plan that emphasises diversification and is broadly market aware, while minimising turnover and trading costs. This sets you up for a strong, sustainable investment future, maximising your core wealth objectives and your financial sustainability.
  • We then advise upon a framework that takes environmental, social responsibility, and corporate governance into account. This focuses on investing your funds in companies within every industry available, with a graduation or favour towards companies which operate more effectively from an environmental perspective. Social responsibility and corporate governance is also taken into consideration.

Creating a more sustainable future

The flow on from this investment method is that companies trying to improve their practices will flourish, as the collective market will support those companies employing sound ESG practices. Other companies will recognise the advantages in employing these methods and will have no commercial choice than to follow suit.

Investing in this manner allows you to achieve your financial goals, while also taking into account environmental, social, and corporate governance practices when investing, and continuing to do your part towards a more sustainable future.

At Stephan Independent Advisory, we work with you to ensure you’re able to invest the way you want, without compromising your family’s ‘financial sustainability’.

  • 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
  • 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
  • Family centered advice We have moved our investments from being a private client with a major bank to Stephan Independent Advisory in 2018. Since this move, we have been surprised at the depth of understanding encountered from Joe and James about our future plans and their ability to comprehend exactly what we wish to achieve. Mr Graham and Mrs Judith McKnight Self Funded Retirees
  • Values aligning with our own Clear, timely and direct responses in all areas of communications are outstanding. Meetings are planned and run efficiently to deliver on all our expectations. The firm’s values align to our own so that trust is readily established. Mr John and Dr Kim Watty Self Funded Retirees

It’s Never About Money

Whether you have significant financial resources and question the meaning of success or if you’re wondering whether being that little bit wealthier will make you happier this is the podcast for you.


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