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Business Planning

  • 2020 Corona Stimulus Package Update

    In our ongoing pursuit to keep you informed and up to date of the current legislative climate, we have taken the time to put together some of the more pertinent legislative changes that are relevant at this time. We have…

  • 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…

  • Preparing for your retirement

    Retirement is something you’ve worked your entire life for. It’s your time to sit back, take stock of everything you’ve achieved in your working life, and to relax. But for some—family business owners in particular—the prospect of retiring after a…

  • 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.

  • Life wasn’t meant to be easy – but this plan will help!

    Family Business Owners live in fear of being the sinking ship. What happens to them, and their family if they are the one who brings their business down? There is one easy solution that can help them plan through a…

  • What do Business Owners with a family often neglect?

    The lives of our clients are particularly complex. Putting together a plan that simplifies matters is so important. It will reduce uncertainty and help maintain your lifestyle. It will also remove a lot of stress from your life. We met…

  • UNEARTHED! The business nest egg fallacy

    Relying on your small business for your retirement can be a foolish strategy. Many family Business Owners fear they could become the sinking ship. That is, the one who brings the business [and eventually] their family down. Many of the…

  • To Leverage or Not to Leverage?

    Benefits of managing debt in your new business Our last blog covered key points to consider when starting your own business. Today, we reveal the key questions we receive from those considering, or those that have just opened a new…

  • An Ideal Instrument for Business Owners

    Self managed super funds (SMSFs) are the fastest growing products in the superannuation industry today. SMSFs offer a number of advantages and benefits that appeal to individuals. These include the freedom to choose investments, the flexibility in determining the tax…

It’s Never About Money

  • 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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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