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RESEARCH

  • 2018 Client Satisfaction Report

    In 2018 we asked a representative group of our clients to participate in a worldwide survey of the financial advice industry. The aim of this survey was to help us better understand: • How engaged with us our clients are;…

  • Planning for wealth

    Most family business leaders feel the weight and burden of being the key decision maker of personal wealth decisions and largely feel unsupported in this role. In this paper I outline the key financial challenges and family considerations that can…

  • 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—the ones that keep you up at night. This Special Report guides you through a…

  • 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
  • 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

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