our clientele
Who we work with
We typically work with successful family business owners looking at passing their business on to the next generation.
We partner with you as an ongoing independent financial sounding board, providing you with a tailored strategy that ensures your financial and family goals are met. This plan helps you maintain control, to achieve realistic financial goals, and reduce the stress and financial uncertainty for the future.
After all, you’ve worked hard to get where you are and have high expectations for your future. But you might be unsure on the right decisions around transferring and preserving your wealth, and concerned with the security and management of your hard-earned capital.
Foundations
Retain and generate more funds so that you can continue to have a charitable impact, long into your retirement.
When giving is part of your DNA, you need right planning and a carefully considered investment methodology in place. We work with you to ensure your hard-earned money is invested soundly so that you can manage risk, minimise the taxes and fees and retain your capacity to continue giving.
Learn more about our approach to philantropy and foundations below.
Family Business
Build your legacy, empower future generations and protect your family name
When you run a family business, you need an objective third party who understand the nuance of your situation.
At Stephan Independent Advisory, we work with you to create a clear, long term wealth strategy for your family and your family business. We look after everything from Super, succession planning, risk mitigation, investment portfolio management and more.
Learn more about our approach to family business below.
philanthropy & foundations
family 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.
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Stephan Independent Advisory
is the right fit for you if…
You run a family business or foundation
You’re looking for strategic, independent financial advice for your personal situation
You want to become more educated and empowered to make decisions for your family’s future
You’re looking for an advisor who can work in with your existing team of accountants, lawyers and business consultants
You want to maximise all your assets and know that your business is serving your family goals
We may NOT be the best fit if…
You don’t run a family business or foundation
You’re looking for one-off advice
You're not ready to consider you're longer term goals and create your ideal life
You don’t want someone to hold your hand and work with you to achieve your goals
No two families are the same, that’s why we like
to have a conversation before taking on any new clients.
Schedule a call with us and see how we can help you preserve your wealth, and lead your family into the future.
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
