Knowledge Centre

ARTICLE

  • Our response to COVID-19

    While the impending spread of COVID-19 is concerning from a human perspective, those with investments may start to worry about its effect on the market. Despite the recent excellent performance of markets globally, the potential COVID-19 pandemic means we’re going…

  • Ensuring business continuity

    Building your family business is a rewarding career, with many fantastic benefits. But, naturally, there will come a time when you begin thinking about stepping back from your business, transitioning out of your leadership role, and passing the reins to…

  • How charitable families keep the spirit of giving alive

    For many families we work with, giving is part of their DNA. It might be giving financially, by donating to charities they support, or giving time, and giving back to the community. It might be sitting on boards of charitable…

  • The value of independent advice

    In the climate following the Royal Commission into Banking, the entire financial services industry has come under sharp scrutiny. And so it should. With Commissioner Hayne’s report divulging that there’s a population of the financial planning sector that has been…

  • Succession planning isn’t the end—it’s the beginning

    When it comes to succession planning, many challenges family business owners face stem from the fact that the next stage of their life is unknown. There’s a reluctance to hand over the reins because they simply don’t know what’s coming….

  • “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…

  • 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…

  • 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,…

  • 5 Reasons to Make Philanthropy a Family Affair

    A growing number of successful people have a strong urge to “pay it forward” by financially supporting causes and organisations that are near and dear to their hearts. Many business owners already make regular charitable contributions. Once you become successful,…

  • Rewards for Grandparents!

    We’re continually told that being a Grandparent is one of life’s most rewarding phases. Spending as much time with Grandchildren becomes a top priority for most. However, structuring your estate can be a challenging process. We’ve seen many instances where…

  • 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

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