Our Investment
Governance
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3 steps to your family’s long term wealth strategy – wealth management training for family businesses
Building a Strong Financial House
for Your Family
As a family business, we know what it takes to build something that lasts. Whether it’s your family home or your family’s wealth, the process starts with a clear vision, thoughtful planning and trusted partners who understand the full picture.
After a thorough review of the market, we’ve taken steps to strengthen our investment process and your investment strategy by deepening our resources and ensuring our approach remains both rigorous and responsive.
That’s where our Investment Committee comes in. It brings structure, discipline and expertise to the way we manage your investment strategy. It helps you navigate today’s complexity without losing sight of your long-term goals.
What Does an Investment Committee Do?
Think of your family’s investment strategy like building a house:
The big picture is your long-term vision — the life you want to create and sustain.
The details are the investment guidelines — your asset mix, rebalancing strategy, use of alternatives, and risk parameters.
The quality control is the role of our Investment Committee — ensuring that every recommendation we make is sound, evidence-based, and aligned to plan.
A strong Investment Committee delivers:
- A consistent strategy that aligns with your family’s goals and values
- Investment decisions grounded in research and robust analysis
- Protection from short-term distractions or emotional decision-making
- A documented, repeatable framework for long-term success
Our Partnership with Context Capital
To further strengthen this process, we’ve partnered with Context Capital, a leading independent investment advisory firm. Founded by the former investment team at WA Super, Context Capital has a proven track record in supporting institutional and advisory investment committees.
Their role is highly specialised.
Note: Context Capital are a paid resource to our Investment Committee. Stephan Independent Advisory has complete authority and oversight over all investment decisions for our clients. This partnership provides a clear separation of roles between strategic investment advice, technical implementation support and final investment decision-making.
Context Capital
- Conducts sophisticated portfolio research and analysis
This research provides us a greater analytical depth to support future portfolio decisions.
- Assists us in offering contemporary investment solutions
Context can bring contemporary investment solutions to our attention which may improve investment outcomes. This may be through the use of technology, new execution/ implementation structure to aid rebalancing as an example.
- Provides additional portfolio modelling and stress-testing capabilities
This will aid our capacity to provide greater clarity around portfolio related outcomes which can assist in great clarity and transparency.
- Supports our due diligence processes for investment selection
Context’s support on screening, selection and analysis of investment products / platforms available in the market place assist us in exploring a greater number of product options that may suit our individual client’s needs, providing greater flexibility to meet our client’s evolving needs.
Importantly, Context Capital operates under a strict service-provider model. Their recommendations are objective, independent and aligned with Stephan Independent Advisory’s Independent ethos and your best interests.
Their involvement also adds a further layer of governance and oversight to our investment process.
What This Means for You
These enhanced resources add a further layer of governance and technical rigour to our investment process, ensuring we continue to apply institutional-grade best practices while maintaining our disciplined, independent, client-first approach. Our goal remains the same: to provide investment guidance that is rigorous, thoughtful and aligned with your family’s long-term objectives.
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
DR. ELSPETH MCKAY
Professor
