Knowledge Centre

Investment Management

  • 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…

  • 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.

  • Global Investing: Looking beyond our market.

    Everybody loves the comforts of home, but investors who become too anchored to familiar territory can end up with a very narrow view of the world. Jim Parker is the Vice President of DFA Australia Limited and he helps explain…

  • Reducing the high cost of opinions

    Every year you’ll hear a wide range of financial predictions from a range of experts.  What do these predictions really mean – and just how many of them come true? The results should NOT surprise you. Do these headlines /…

  • Investment picks for uncertain times

    One of Australia’s top financial planners says its important to block out the short-term volatility of the sharemarket and the added noise of an election campaign and focus on three- to five-year investment horizons. Block out the “noise” of a grinding…

  • The dirty habits of being cashed up!

    Just because you are income wealthy does not mean you are set up for life. There’s an old saying, look after the cents as the dollars will look after themselves. This means, watch the little purchases – these quickly add…

  • The Value of Patience

    One legendary investor, in an interview a few years ago, was asked to name the single most important thing he had learned over 70 years in the markets. He replied with a single word: “patience”. Patience can be hard because…

  • An Investment Philosophy approved by Warren Buffett

    Our Investment Philosophy gets a huge endorsement from billionaire investor Warren Buffett! My advice to the trustee couldn’t be more simple: Put 10% of the cash in short-term government bonds and 90% in a very low-cost S&P 500 index fund. (I…

  • Diversification – Your Best Friend

    Can you predict which investments are going to outperform next year?  Maybe you believe the property market will outperform the share market next year.  What we believe is that it is exceedingly difficult to predict future returns and the following…

  • Stock picking your way to poor performance

    Recently we have had some client conversations justifying our position that trying to predict which investments will provide superior performance long term will provide a substandard result.  We continually assert that there is an abundance of information that indicates that the…

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