About Us
Specialists in family business and family wealth
Joe Stephan is proud to be recognised as a finalist for the FAAA’s 2025 CERTIFIED FINANCIAL PLANNER® Professional of the Year award.
Free Video Series
3 steps to your family’s long term wealth strategy – wealth management training for family businesses
Our Story
Our personal journey shaped the way we advise others. We grew up in a family business and understand the effort it takes to build something for the people you love. We have also seen how quickly that work and the security it creates can be put at risk.
We have stood beside families at major turning points – selling a business, passing it to the next generation, facing illness or loss. In those moments, having someone in your corner makes all the difference.
Family comes first for us. Our business exists to help other business families protect what they have built, plan for life beyond the business, and create the legacy they want to leave.
Our Values
Our values guide every conversation, plan and decision.
Family first – We measure success by the wellbeing of the people you care about most.
Clarity over complexity – Financial plans should make sense, not leave you guessing.
Do the right thing – Integrity comes before convenience.
Think long-term – We plan with the next generation in mind.
These principles keep us grounded and ensure our advice is always in your family’s best interests.
Our People
Our close-knit team knows that good advice starts with listening. Many clients tell us we feel like part of the family, which we take as the highest compliment.
Each person brings expertise and experience, but also empathy and patience. We understand that financial decisions are deeply personal.
From our office in Hawthorn East, we work with families across Australia, building relationships designed to last for decades.
Joe & James’ professional practice is to be admired. They are always there for their clients when needed. They freely pass on their expert knowledge without hard product selling techniques
DR. ELSPETH MCKAY
Professor
