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Joe Stephan, CFP ®
Independent Financial Advisor
James Stephan, CFP ®
Independent Financial Advisor
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Where Are You Heading With Your Money?

Of the 18,000 financial advisors in Australia, we are part of a select group of under 90 who can call themselves truly independent financial advisors. We provide strategic financial advice where your needs are the only factors that influence our decisions.

Personal advice for complex lives
Stephan Strategic took the time to understand our situation & tailor their advice & solutions to our specific needs which, being a business owner, can be quite complex. Their strategies & advice have been clearly articulated & have placed my wife & I at ease.
Paul Marsh - Principal
P2 Group - Business Owner
Enjoy the fruits of working life
I have been highly impressed with their recent retirement plan & start to enjoy some of the fruits of our working life. Joe & James were able to provide me with the impetus to take the next step which could have been delayed without quality financial advice.
Dr. Kevin Adams
Self Funded Retiree
Guidance towards secure retirement
They listened to what I want to achieve for a secure retirement & have guided me towards an investment plan which is balanced for growth & security. I felt they work respectfully & professionally with me & continue to be responsive as I raise questions.
Kathy C
Self Funded Retiree
First Class financial advice
Joseph & James Stephan have a formidable background in financial planning. They complement each other in providing first class financial advice. Their honesty, integrity & sincere interest in securing a financial future for their clients makes them a standout group.
Peter Wilson
IT Professional & Business Owner
Professional practice to be admired
Joe Stephan's professional practice is to be admired. He is always there for his clients when needed. He freely passes on his expert knowledge of financial planning without hard product selling techniques. This advice is well researched & trust worthy.
Dr. Elspeth Mckay
Associate Professor
Delivery on promises
Joe & James have provided me with excellent financial advice through high levels of communication, delivery of promises, ethical standards & a consistent longer term strategy.
Dr. Kevin Adams
Self Funded Retiree

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