Wealth Management
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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…
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SIA Response to the Royal Commission into Banking
Around the country there are honest financial planners and bankers frustrated, angry and disappointed by revelations made at Royal Commission into Banking. What we’ve seen the Royal Commission expose is that it’s the system, not the professional financial planner community,…
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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…
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The 7 roles of a Financial Advisor
When you think of a Financial Advisor, you might see us playing one role. Jim Parker, Vice President of DFA Australia, believes good Financial Advisors actually play seven roles. And he describes these, and their benefits to you. Many people…
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Is the grass really greener?
Not all advisors are made the same. There are many benefits of long term relationships with a trusted advisor, as they are in the best position to navigate you away from things you didn’t see coming, and steer you in…
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What to expect in our first meeting
Before we see a potential client for their first “Discovery Meeting”, we seek to review the client’s financial situation. This means the first meeting focuses on analysis, review and discovery of goals, rather simply becoming a ‘fact finding’ mission. That’s…
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What our Father’s garden taught us about ongoing advice.
When clients make time to see us, they often have a pressing issue they need solved. When we lift the “hood” on these issues, we find there are a number of reasons that have contributed to their issue. We also…
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The Road to Independence
For over 14 years, ifa magazine has been the trusted source of information for Australia’s financial planning sector. Our own Joe Stephan was recently interviewed for a feature article where he discussed how he and his brother James, developed Stephan…
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Neil Mitchell couldn’t find one – but you can
A few months ago, leading Melbourne radio talk-back host, Neil Mitchell, asked his listeners why he could find not one independent business which could advise him whether it’s better for him to heat his house with gas or electricity. Every…
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What do Business Owners with a family often neglect?
The lives of our clients are particularly complex. Putting together a plan that simplifies matters is so important. It will reduce uncertainty and help maintain your lifestyle. It will also remove a lot of stress from your life. We met…