Stephan Strategic is one of only a select group of independent financial planning practices in Australia. To achieve this, we are privately owned and do not receive any commission or incentives. We do not have financial links to any bank or other financial institutions. We are not aligned with any other organisation in Australia. There is no conflict of interest. The only fees we receive are from clients.
We don’t sell products. We provide financial advice. This means, our strategic financial plans are only influenced by your needs.
Some of our areas of expertise include:
– investment planning & strategy
– SMSF strategies
– tax planning & tax effective investment strategies
– risk management & personal insurance
– retirement planning, superannuation & investment strategies
– cash flow management
– debt management & loans
We are a practicing member of the Independent Financial Advisers Association of Australia Gold Standard of Independence. In 2012, we were runner up in the FPA Best Practice Award and were nationally “highly commended”. This award is open to all financial planners in Victoria – and we’re at the top!
The secret of getting ahead – is getting started.”” Call us on (03) 9077 2906 today.