Long term wealth.
Long term legacy.
Private Wealth Management for
Family Businesses and Foundations
When you run a family business or foundation,
you’re always thinking about the future.
Everyday, you make decisions for the future of your family, your business and the legacy you’re creating.
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.
But there are a few questions keeping you up at night…
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?
When you run a family business or foundation,
you’re always thinking about the future.
We understand what it’s like running a family business.
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.
more about us →
Build your long term wealth strategy.
Define and ArticulatE
→
collaborate and execute
→
Educate and empower
→
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.
book a call
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.
Define and ArticulatE
→
collaborate and execute
→
Educate and empower
→
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.
book a call
Define and ArticulatE
→
collaborate and execute
→
Educate and empower
→
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.
book a call
As independent financial advisors, we pride ourselves
on giving advice that is objective and transparent, always.
We only work with a select number of families to ensure the advice is compelling and unique to your situation.
book a clarity call with us today
Download our report
Your Financial Legacy Roadmap
A step by step plan to help you manage your wealth for the next generation
download
Our promise to you
Strategic wealth management for your unique situation
Get a clear, long term wealth strategy designed for your situation by people who understand the nuance of running a family business. We look after everything from your retirement, succession planning, investment portfolio management, philanthropic endeavors and more.
Accountability, education and ongoing progress
Maximise, diversify and de-risk your portfolio
Clear, transparent & independent, always
Generosity & philanthropy are core to our business
We work hand in hand with you, your family and your core team to provide you with knowledge and education so you feel empowered and understand how your personal financial decisions effects your family's future. Our team specialises in financial education which means you’ll always be learning.
Know exactly how much you need financially so you can make investments without risking your legacy, financial security or future generations. Working with us means you have a team of experts assessing new market opportunities just for you.
As independent financial advisors, we promise you’re getting independent, objective advice for your unique situation - always. We will never recommend products that aren’t right for you.
We understand how important philanthropy and generosity are to you. That’s why we ensure that our wealth strategy gives you loads of room to support causes that are close to your heart.
Strategic wealth management for your unique situation
We work hand in hand with you, your family and your core team to provide you with knowledge and education so you feel empowered and understand how your personal financial decisions effects your family's future. Our team specialises in financial education which means you’ll always be learning.
Maximise, diversify and de-risk your portfolio
Clear, transparent & independent, always
Generosity & philanthropy are core to our business
Accountability, education and ongoing progress
Strategic wealth management for your unique situation
Know exactly how much you need financially so you can make investments without risking your legacy, financial security or future generations. Working with us means you have a team of experts assessing new market opportunities just for you.
Accountability, education and ongoing progress
Maximise, diversify and de-risk your portfolio
Clear, transparent & independent, always
Generosity & philanthropy are core to our business
Strategic wealth management for your unique situation
As independent financial advisors, we promise you’re getting independent, objective advice for your unique situation - always. We will never recommend products that aren’t right for you.
Accountability, education and ongoing progress
Maximise, diversify and de-risk your portfolio
Clear, transparent & independent, always
Generosity & philanthropy are core to our business
Strategic wealth management for your unique situation
We understand how important philanthropy and generosity are to you. That’s why we ensure that our wealth strategy gives you loads of room to support causes that are close to your heart.
Accountability, education and ongoing progress
Maximise, diversify and de-risk your portfolio
Clear, transparent & independent, always
Generosity & philanthropy are core to our business
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.
check out who we work with
Download our report
Your Financial Legacy Roadmap
A step by step plan to help you manage your wealth for the next generation
download
podcast
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.
visit the site
listen to the podcast on
DR. ELSPETH MCKAY
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.
Professor
Mr John and Dr Kim Watty
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.
Self funded retirees
