Since 1995, Stephan Independent Advisory has been providing truly independent wealth management advice to family business owners and foundations, looking to build their legacy, empower future generations and increase their charitable impact.
Stephan Independent Advisory has devised a wealth management philosophy that deals with the complexity of families, family businesses and foundations. Stephan Independent’s has developed a proprietary wealth management framework which focuses on both strategic and investment planning and is inclusive of working with other professionals to ensure all the complexities of your family are addressed.
Brothers Joe and James Stephan make up Stephan Independent Advisory, which operates out in the inner Eastern Suburbs of Melbourne.
For more information about Stephan Independent Advisory’s wealth management philosophy, head to www.siadvisory.com.au
Stephan Independent Advisory also produces a podcast, It’s Never About Money. As he interviews successful business owners, Joe seeks to uncover how we quantify success and why it’s about more than just money. Each conversation delves into the motivations and financial journey of some of Australia’s most successful business leaders – with actionable, inspiring takeaways for the listener, every single time.
To listen to the podcast, head to: www.itsneveraboutmoney.com.au