About us

About us

Stephen & Partners Wealth Management - Financial advice for successful business owners

Stephen & Partners is a financial advice firm that specialises in providing financial advice to business owners. We offer comprehensive wealth management solutions that are specifically tailored to your business and personal needs.

The focus at Stephen & Partners is straight forward — to help you and your family achieve the financial outcomes that are important to you. We recognise that you have made a significant investment of time, money and energy to start and grow your business. We understand just how important it is to you and your family’s future that this investment pays off.

With your needs in mind we have designed and built the Successful Business Owners advice offer.

Our advice offer gives you seven important benefits:

  1. Ensure that you are financially well organised
  2. Give you peace of mind that you are on track to achieving your financial goals
  3. Help you make smart decisions with your money
  4. Take the hassle and worry out of looking after your finances so you can focus on running your business
  5. Consolidate and simply all your affairs and help you to make sense of them
  6. Convenient and easy access to your financial planner
  7. 100% owned by your adviser, not an institution

The right financial advice now can make a big difference in the future. To discuss your financial options, contact us on 03 9816 8807 or send us an This email address is being protected from spambots. You need JavaScript enabled to view it. .

 

The executive team

James Stephen

Financial Adviser, Authorised Representative

James has over 14 years experience in the financial & business services industry in Melbourne, Sydney and London. He holds a Bachelor of Commerce degree (Finance & Economics), Advanced Diploma in Financial Services (Financial Planning) and is a Certified Financial Planner (CFP). James has been directly advising his clients since 2003 and is responsible for the development and implementation of his client's strategic financial advice plan.

James also lectures in Financial Planning at Monash University (Caulfield). James believes strongly in work/life balance and has a range of interests, including travel, further education, health and fitness, spending time with family and friends and a passion for the Mighty Hawks.

 

Belinda Stephen

Practice Manager

Belinda has a Bachelor of Commerce degree and has worked in the financial services sector for the past eight years. After spending three years in marketing roles in London, she returned home to Melbourne and worked in the superannuation and retail banking sectors. She joins the team as Practice Manager where she is responsible for client service, marketing and communications, operations and compliance.

Belinda enjoys her free time working out, drinking soy lattes and cheering on the Western Bulldogs.

Belinda is also a qualified Personal Trainer and works with our clients to develop strong, fit, healthy and lean bodies.

 

James Stephen

James Stephen

Director & Financial Adviser

James, a Certified Financial Planner, has been directly advising his clients since 2003 and is responsible for the development and implementation of his client's strategic financial advice plan.

Belinda Stephen

Belinda Stephen

Practice Manager

Belinda is responsible for client service, marketing and communications, operations and compliance.

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Member of the FPA

Financial Planning Association of Australia

Contact

Level 10, 50 Market Street
Melbourne Victoria 3000

Mobile: 0405 425 593

Phone: (+61) 3 9020 2603
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