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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 Paul & Kathryn and discovered, like most people, they have high lifestyle expectations. They wanted to continually meet these expectations – without having to worry about the performance of their business.

Watch how Paul & Kathryn reduced their worry:

business owner in focusvideo

Managing a successful service based business, Paul identified that he needed to “tidy” up his personal financial affairs. He wanted objective independent advice that would guide him to set up his family for the future.

Paul & Kathryn sought advice from us on a range of financial planning matters that had very real impact on where and how they live, how much they can retire on and funding their children’s futures.

Stephan Strategic organised everything. Paul & Kathryn received more than they expected from a Financial Advisor and could depend on their trusted advisor for all aspects of their personal financial life.

As truly Independent Financial Advisors, we are privately owned and have no affiliations with any third party supplier. This means, any third party we recommend will not be aligned with us or influence us financially us in anyway. They will not pay us any commissions or incentives. Every piece of advice we give you – is entirely in your best interest.

Joe Stephan

Independent Financial Advisor

Joe Stephan graduated in 2002 with a Bachelor of Business (Fin Plan) under the tutelage of his father (Program Leader of Financial Planning at RMIT University).

You will hear Joe bandy about the idea of “pure financial advice”, which is given objectively and focused around the needs of individual and not the internal needs of the business providing advice.

Joe is realising his vision every day through his Independent Advice Firm which he owns and operates with his brother James. Joe also spends a portion of his time teaching tomorrow’s Financial Planners at various Melbourne Universities including RMIT & LA Trobe.

  • 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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Private Wealth Management
Suite 506, 1 Princess Street, Kew VIC 3101