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Estate Planning

  • 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.

  • 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…

  • Your inheritance. How much should you leave your children?

    When considering your legacy, deciding how much to leave your children, grandchildren and other beneficiaries is one of the most important questions families face. However, the amount you provide is only one factor of many that you should consider. When…

  • 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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