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Stephan Independent Advisory

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Stephan Independent Advisory

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Stephan Independent Advisory, Financial planner, 5 Porter Street, Hawthorn East.

Stephan Independent Advisory help successful family business owners and self-funded retirees preserve, protect, and transfer their wealth, while ensuring that their family’s legacy is preserved.

01/06/2026

Family businesses are never just about numbers.

They’re about relationships, responsibility and the decisions that shape a family’s future across generations.

At 𝑺𝒕𝒆𝒑𝒉𝒂𝒏 𝑰𝒏𝒅𝒆𝒑𝒆𝒏𝒅𝒆𝒏𝒕 𝑨𝒅𝒗𝒊𝒔𝒐𝒓𝒚, supporting business families isn’t simply a client segment – it’s woven into our own story.

In this article, we share why our firm is structured specifically to support family businesses, and how thoughtful planning, coordinated advice and long-term thinking can help families navigate complexity with confidence.

𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐚𝐫𝐭𝐢𝐜𝐥𝐞 𝐡𝐞𝐫𝐞:
https://siadvisory.com.au/how-were-set-up-to-support-family-businesses/

25/05/2026

Financial decisions don’t happen in isolation – especially for the sandwich generation.

Following my recent 𝐅𝐀𝐀𝐀 𝐌𝐚𝐬𝐭𝐞𝐫𝐜𝐥𝐚𝐬𝐬, I explore how to navigate competing demands across generations and create better outcomes for the whole family system.

𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐚𝐫𝐭𝐢𝐜𝐥𝐞 𝐡𝐞𝐫𝐞: https://siadvisory.com.au/the-financial-juggle-competing-priorities-across-three-generation/

18/05/2026

It’s always special to hear how our work has helped – thank you, Martin.

14/05/2026

Last week, I had the pleasure of presenting to the team at 5 ELK in the Philippines.

The session focused on a question that’s the driving force behind everything I do: what creates a meaningful life?

I shared the lessons I’ve learnt from thousands of conversations with financial advice clients, as well as the more than 80 interviews I’ve conducted as part of my podcast It's Never About Money.

The key takeaway is that while money matters, it’s never the full story.

I broke it down into the six key areas that come up again and again when people talk about living well – financial security, health, personal growth, family and relationships, career, and community – and outlined the ideas that have most resonated with me in each category.

The 5 ELK team may work behind the scenes, but they play an important role in helping financial advisers support people through some of life’s biggest decisions. The session was designed to add context to the work they do every day, and I hope it also offered a few ideas to implement in their own lives.

I loved the process of putting this presentation together, because it gave me a chance to reflect on what I’ve learnt so far – from clients, podcast guests and my personal journey.

Thanks to the team for having me.

11/05/2026

There’s nothing more powerful than hearing directly from the people we work with.

These testimonials showcase what matters most to us at 𝐒𝐭𝐞𝐩𝐡𝐚𝐧 𝐈𝐧𝐝𝐞𝐩𝐞𝐧𝐝𝐞𝐧𝐭 𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐲 – building long-term relationships, bringing clarity to complex decisions, and helping our clients move forward with confidence.

We’re grateful to our clients for trusting us with something that’s deeply personal, and for sharing their experiences so others can better understand what it’s like to work with us.

Swipe through to read their thoughts.

04/05/2026

And it’s no surprise.

When your family business’s succession is unclear, continuity is uncertain and the future beyond the business feels undefined, the pressure leaches into everyday life.

In our free video series, ‘𝟑 𝐒𝐭𝐞𝐩𝐬 𝐭𝐨 𝐘𝐨𝐮𝐫 𝐅𝐚𝐦𝐢𝐥𝐲’𝐬 𝐋𝐨𝐧𝐠-𝐓𝐞𝐫𝐦 𝐖𝐞𝐚𝐥𝐭𝐡 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲’, we step back from the day-to-day and explore how structured financial planning can bring clarity to complex questions – and create a roadmap that supports both the business and the people behind it.

𝐈𝐟 𝐚𝐧𝐲 𝐨𝐟 𝐭𝐡𝐨𝐬𝐞 𝐟𝐨𝐮𝐫 𝐢𝐬𝐬𝐮𝐞𝐬 𝐫𝐞𝐬𝐨𝐧𝐚𝐭𝐞𝐝, 𝐠𝐞𝐭 𝐢𝐧𝐬𝐭𝐚𝐧𝐭 𝐚𝐜𝐜𝐞𝐬𝐬 𝐡𝐞𝐫𝐞:

https://siadvisory.com.au/3-steps/

27/04/2026

Recently, I was featured in the 𝐀𝐮𝐬𝐭𝐫𝐚𝐥𝐢𝐚𝐧 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐑𝐞𝐯𝐢𝐞𝐰, sharing my perspective on what Australians should be doing with their super at each stage of life.

From your 20s through to your 60s, the decades matter – but behaviour over time matters more.

I explore how long-term outcomes are less about getting everything right early, and more about staying engaged, making thoughtful adjustments and avoiding the cost of doing nothing.

𝐑𝐞𝐚𝐝 𝐦𝐲 𝐚𝐫𝐭𝐢𝐜𝐥𝐞 𝐫𝐞𝐜𝐚𝐩 𝐡𝐞𝐫𝐞: https://siadvisory.com.au/afr-feature-the-must-dos-in-each-decade-to-build-super/

26/04/2026

When was the last time you revisited your family’s financial plan?

Whether you work with an adviser or manage things yourself, there are key areas worth reviewing as part of a thorough family wealth audit. This becomes even more important during periods of market distortion, geopolitical uncertainty or times of transition within your business.

In our free video series, ‘𝟑 𝐒𝐭𝐞𝐩𝐬 𝐭𝐨 𝐘𝐨𝐮𝐫 𝐅𝐚𝐦𝐢𝐥𝐲’𝐬 𝐋𝐨𝐧𝐠-𝐓𝐞𝐫𝐦 𝐖𝐞𝐚𝐥𝐭𝐡 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲’, I walk you through a practical framework to help you step back, reassess and refocus.

If it’s been a while since you looked at the bigger picture, this is a good place to start.

𝐀𝐜𝐜𝐞𝐬𝐬 𝐭𝐡𝐞 𝐬𝐞𝐫𝐢𝐞𝐬 𝐡𝐞𝐫𝐞:

https://siadvisory.com.au/3-steps/

20/04/2026

What does truly integrated family wealth management look like?

After decades advising multi-generational family businesses, we recognised a pattern – and a gap.

In our free video series, ‘𝟑 𝐒𝐭𝐞𝐩𝐬 𝐭𝐨 𝐘𝐨𝐮𝐫 𝐅𝐚𝐦𝐢𝐥𝐲’𝐬 𝐋𝐨𝐧𝐠-𝐓𝐞𝐫𝐦 𝐖𝐞𝐚𝐥𝐭𝐡 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐲’, we unpack how our unique Wealth Management Formula creates clarity, alignment and long-term confidence.

If you’re ready for a more deliberate approach to managing family wealth, this is the place to begin.

𝐆𝐞𝐭 𝐢𝐧𝐬𝐭𝐚𝐧𝐭 𝐚𝐜𝐜𝐞𝐬𝐬 𝐡𝐞𝐫𝐞:

https://siadvisory.com.au/3-steps/

13/04/2026

Caught in the 𝐒𝐚𝐧𝐝𝐰𝐢𝐜𝐡 𝐆𝐞𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧? You’re not alone – and the challenge isn’t just financial.

For many Australians, the real pressure comes from supporting ageing parents while still helping adult children, all while trying to make clear decisions about their own future.

In this client case study, we share Emma and David’s story – and how a capacity-first approach helped them navigate complexity, protect their options and move forward with confidence.

𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐚𝐫𝐭𝐢𝐜𝐥𝐞 𝐡𝐞𝐫𝐞: https://siadvisory.com.au/the-sandwich-generation-client-case-study/

Address

5 Porter Street
Hawthorn East, VIC
3123

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

https://www.siadvisory.com.au/

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