Long term wealth.

Long term legacy.

PRIVATE WEALTH MANAGEMENT
FOR FAMILY BUSINESSES

Long term wealth. Long term legacy.

private wealth management for family businesses

When you run a family business,
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.

 

That’s why we are committed to work with families who are looking to build a legacy, empower future generations and protect their family name.

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?

 

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?

—   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?

 

—   Do I have enough wealth to look after
        my family, retire, and live my ideal
        life?

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.

Build your long term wealth strategy.

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.

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. 

Free video series

3 Steps to Your Long Term Wealth Strategy

Wealth Management Training for Family Businesses

Free video series

3 Steps to Your Long Term Wealth Strategy

Wealth Management Training for Family Businesses

Our promise to you

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. 

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. 

As a specialised advisory firm, our business has evolved to specifically cater for clients who run family business and as such it is important that our practice works with clients that are a mutually good long term fit.

DOWNLOAD OUR REPORT

Your Financial Legacy Roadmap

A step by step plan to help you manage your wealth for the next generation

DOWNLOAD OUR REPORT

Your Financial Legacy Roadmap

A step by step plan to help you manage your wealth for the next generation

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.

LISTEN TO THE PODCAST ON

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

DR. ELSPETH MCKAY

Professor

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.

MR JOHN AND DR KIM WATTY

Self funded retirees

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

DR. ELSPETH MCKAY

Professor

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.

MR JOHN AND DR KIM WATTY

Self funded retirees