But often, your personal finance is an afterthought. At Stephan Independent Advisory, we believe that your family success is just as important as your business success, which is why you need a long term wealth strategy.
Am I doing the best thing for my children and my family?
How much do I really need in order to retire?
Do I have enough wealth to look after my family, retire and live my ideal life?
Where can I turn to get some advice, accountability and feedback on my ideas?
Do I have a clear succession plan for the business?
What’s my next step and how do I get there?
We have spent years running our own family business passed down by our father - so we get it. It’s about more than just money. It’s about legacy, future generations and protecting your family name.
That’s why we bring our decades of experience working with Australia’s most successful family-run businesses to your finance. Because your family success is just as important as your business success.
After our initial phone call, if we are a good fit, we meet with you for a discovery consultation to define and articulate your ideal future and the key financial steps we need to take to get there.
We then work with you to craft your individualised long term wealth strategy. This step by step plan gives you clarity and confidence for the future finance and your family & legacy.
We work hand in hand with you and your family ongoing to ensure that you are meeting your goals, continually learning and feeling empowered to make wise financial decisions.
Wealth Management Training for Family Businesses
As a specialised advisory firm, we’re determined that the growth of our practice is based on working with clients that are a good long-term fit with the direction in which our business is heading.
A step by step plan to help you manage your wealth for the next generation
Whether you have significant financial resources and question the meaning of success, or you’re wondering whether being that little bit wealthier will make you happier, this is the podcast for you. The It’s Never About Money site is also a hub for money related blogs and education.
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.
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.