Contact Us - Stephan Independent Advisory

Get in touch.

Let's talk Family Business.

Book in a 15-minute clarity call, for free & without obligation.

We're not for everyone.

We are for family businesses who want to realise their best future.

If that sounds like you, schedule a 15-minute phone call with Joe and James and we’ll:

Discuss your family’s financial situation
Share how we can add value to you and your family
Give you clarity and confidence to take the next steps for your family

Select a day to book a chat >>

Find out more about what our client's think of our service.

Read our recent Client Satisfaction Report.

Is our service right for you?

If you’re unsure on whether we might be a fit, click here to answer a few questions and we’ll get back to you quickly.

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

“I have already referred all of my friends to Stephan Strategic. Seriously, I have recommended you to anyone when I talk about this topic.”

“They worked with my accountant to maximise my family’s investments and tax position.”

“We always receive emails and correspondence regularly keeping us in the loop with everything.”

“They consolidated my varied and underperforming super accounts to create a strong financial future I am completely confident with.”

“Personable and compassionate, especially when my husband died. Have included my children in conversations and understand my needs.”