Our formula details everything you need for enduring, successful wealth management, both now and into the future.

To us, the ideal wealth management system is as follows:

Investment consulting

We manage each element in your portfolio, to maximise the probability of achieving the goals most important to you. This includes portfolio performance analysis, risk evaluation, asset allocation, cost and tax impact assessment, and investment policy review.

Advanced planning

Advanced planning goes beyond investments. We’ll help you:

Enhance your wealth through maximising your cash flows and minimising your tax liability;

Safely disperse your assets and capital to the next generation;

Relationship Management

A key factor in successful family wealth transitions is good communication between family members—so we help you keep your communication lines open. As the custodians of your wealth management system we manage the relationships between everyone involved in maintaining your wealth. This includes family members, clients, and our network of professional independent advisors.

wealth management 

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Identify any personal and financial risks to protect your long-term goals; and

Ensure that your personal passions, like any charitable giving, remains intact, and even becomes tax-effective.

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Our wealth management partnership process

Here’s a chart that outlines succinctly how we’ll work together to manage your wealth.

click to expand

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. Kevin Adams

Joe & James were able to provide me with the impetus to take the next step into retirement which could have been delayed without quality financial advice.

Self funded retiree

Paul Marsh - Principal

Stephan Independent Advisory took the time to understand our situation & tailor their advice & solutions to our specific needs which, being a business owner, can be quite complex. 

P2 Group - Business Owner