Articles - Stephan Independent Advisory

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Should I Hold Bonds?

Are bonds still worth holding? We look at what bonds are for, when they help most and how they can bring balance to a portfolio.

Things I Wish I Knew Before Starting a Podcast

Stop Comparing Your Super – Start Optimising It

What Your Adviser Needs to Understand Before They Can Help You

The Conversations That Shape a Family’s Future

Open-Mindedness Is Not a One-Way Street

The financial juggle – competing priorities across three generations

Invest in Yourself – and Let the Money Follow

The Sandwich Generation: Client Case Study

AFR Feature: The Must-Dos in Each Decade to Build Super

How We’re Set Up to Support Family Businesses

Are We Living Up to the Promise? What Our Clients Told Us

The quiet power of experience in a changing profession

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