Knowledge Centre

RESEARCH

  • 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…

  • 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…

  • 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.

  • 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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