Knowledge Centre

Wealth 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…

  • How charitable families keep the spirit of giving alive

    For many families we work with, giving is part of their DNA. It might be giving financially, by donating to charities they support, or giving time, and giving back to the community. It might be sitting on boards of charitable…

  • 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…

  • 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,…

  • 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 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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