CONTACT Its Never About Money

Insights

VIDEO

  • SUPERGUIDE INTERVIEW – RETIREMENT

    Joe was interviewed by Robert Barnes from Superguide at the Profession of Independent Advisers Symposium in Canberra in 2019. https://www.superguide.com.au/retirement-planning/video-financial-advisers-tips-preparing-for-retirement

  • Pump up your contributions

    This is our short response to the latest news flash in the Herald Sun that people need to save more of their income for retirement.  This is not ground breaking news but has been suggested by many for many years.

  • Off the Plan? Off the Mark!

    James discusses a scenario where a client was sold ‘off the plan’ apartments by a property spruiker to fund his total retirement plan.

  • Investment Tips from the AFL

    Anyone remember that amazing game in Round 16, 2001 Essendon V Kangaroos….. I do..  I use this game to describe what makes a successful investor with Andrew On The Sideline 88.6 Plenty Valley FM discussing all things money and sport.

  • Why We Value Super

    Sam Henderson asks us to advise Gary a pre-retiree who is considering selling his direct share portfolio and contributing to superannuation.

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
OUR PODCAST

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