Stephan Independent Advisory 5 Porter Street, Hawthorn East, Victoria 3123

Welcome to Stephan Independent Advisory, located at 5 Porter Street, Hawthorn East, Australia. We are an establishment dedicated to providing financial guidance and support to individuals and families. As a point of interest, we specialize in working with family-run businesses and understand the unique challenges and considerations that come with managing both personal and business finances.

At Stephan Independent Advisory, we believe that your family's success is just as important as your business success. We recognize that every decision you make for your future, your children, and your legacy has a significant impact. That's why we are committed to helping you build a long-term wealth strategy that empowers future generations and protects your family's name.

You may have several questions keeping you up at night. Are you doing the best thing for your children and family? How much do you really need to retire? Do you have enough wealth to support your family, retire comfortably, and live your ideal life? Where can you turn for advice, accountability, and feedback on your ideas? Do you have a clear succession plan for your business? What's your next step and how do you get there? Our team at Stephan Independent Advisory is here to provide the answers and guidance you need.

With years of experience running our own family business, we understand the complexities and emotions involved. We know that it's about more than just money; it's about legacy, future generations, and protecting your family's name. Drawing from our expertise in working with Australia's most successful family-run businesses, we bring a wealth of knowledge and experience to your personal finance.

Our process begins with an initial phone call to determine if we are a good fit. If so, we will meet for a discovery consultation where we define and articulate your ideal future and the key financial steps needed to achieve it. From there, we work closely with you to craft an individualized long-term wealth strategy that provides clarity and confidence for your future.

As independent financial advisors, we pride ourselves on providing objective and transparent advice. We only work with a select number of families to ensure our advice is compelling and tailored to your specific situation. Our services encompass retirement planning, succession planning, investment portfolio management, philanthropic endeavors, and more.

We believe in the power of financial education and empowerment. Our team specializes in providing knowledge and education, ensuring that you understand how your personal financial decisions impact your family's future. With us, you will always be learning and growing.

Rest assured that as independent financial advisors, we always prioritize your best interests. We will never recommend products that are not right for you. Our goal is to help you understand exactly how much you need financially, enabling you to make investments without risking your legacy, financial security, or future generations.

We also understand the importance of philanthropy and generosity. Our wealth strategy allows for ample room to support causes that are close to your heart.

Stephan Independent Advisory is a specialized advisory firm designed to cater specifically to clients who run family businesses. We are committed to establishing long-term relationships with clients who are a good fit for our practice and share our values.

We invite you to take the first step towards securing your family's financial future. Contact us today to schedule a consultation and begin the journey towards a clear, long-term wealth strategy that aligns with your goals and values.