We have one driving vision, and that is to help our clients create a truly great life.
What matters to us is that our clients are free from financial worry to sleep better, live bolder and dream bigger. Without the worry of money, people have better relationships, free their minds to be more optimistic about the future and can plan to do the things they want to do. We give our clients confidence to pursue their dreams, certainty about their financial future and control over their destiny.
We do this by creating a disciplined framework of specialists to maximise the likelihood of our clients achieving their goals.
Our Beliefs
At Stanford Brown, we believe:
- Our clients have the right to expect us to put their interests and their future before anything else;
- Our firm can best serve clients by hiring only high quality, highly intelligent people who are committed to continuous learning;
- Mutual respect and trust are critical to any ongoing relationship. Each party to the relationship deserves the utmost respect and trust – anything less than that inevitably ends the relationship;
- Documented goals, aspirations and wish lists are a powerful component of success and provide discipline to our relationships;
- Every business has the right to make a reasonable profit in line with the economic risk and capital employed in the business;
- As a business that enjoys the support of the community, we have an obligation to put resources and effort back into the community;
- The work environment we provide for our staff must be encouraging, supportive, satisfying and enjoyable;
- The financial well-being of people drives, to a large extent, the quality of their lives.
Who we
work with
Our clients come from a broad range of backgrounds, and they include medical professionals, mid and senior level executives, individuals and families, business owners and corporations.
While our clients are typically highly successful in their chosen pursuits, what they also have in common is a need for sound financial coaching and unwavering counsel to act as a sounding board for all financial decisions and challenges.
The clients who seek us out are looking for tailored logical advice explained in an easy to understand manner. They seek an experienced, capable and safe set of hands to help them navigate their changing circumstances over time, and to help nurture, broaden and preserve their wealth.
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Individuals & Families
Wealthy individual and families have specific needs that demand an approach designed for unique and intricate situations. Our approach to wealth management addresses specific requirements from financial planning and investment advisory services to risk management, asset protection, structuring and wealth transfer.
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Medical Professionals
Stanford Brown have built an enviable knowledge base over the past 25 years catering specifically to the unique financial challenges, complex layers of commercial obligations, personal commitments and business intricacies faced by those in the medical profession. For medical professionals we provide a complete suite of flexible, tax-effective tailored wealth management services, business and personal asset structuring and protection. Read more.
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Business Owners
For most business owners, personal wealth management is intertwined with business affairs. At Stanford Brown, you can access professionals who understand the specific issues facing business owners, including expertise in areas of risk management and insurance, business structuring, access to capital and debt re-structuring, cash-flow management, wealth planning, business succession and exit planning.
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Executives & Senior Managers
As a CEO, corporate executive or senior manager, you have personal and business-related financial issues that must be coordinated. Stanford Brown has experienced resources to address these unique requirements, including executive compensation and benefits planning, advice on equity incentives, tax strategies, financial structuring, risk management and wealth planning.
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Corporate Services
Stanford Brown advises some of Australia’s leading corporate clients across a broad array of executive and staff benefits, investment and superannuation capabilities, insurance, and other customised strategies. While superannuation and insurance are essential social elements for our workforce, the many product variations and regulations governing them can render it a tricky landscape for employers. Our senior advisers work with each of our clients to help them develop market leading compensation, superannuation and insurance programs, relieve the administrative burden and add genuine value to employees.
In the Community
As a business that enjoys the support of the community, we have a moral obligation to put resources and effort back into the community. Stanford Brown actively supports a number of organisations and individuals.
Careers
There are some things that you can’t teach; drive, integrity, intelligence and an unwavering commitment to serving a client’s best interests. The rest can be taught. We are seeking brilliant people who share these core values and have in common a feeling that there has to be something better. For themselves. For clients. For the industry.
We win Awards
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Genesys National Member Firm of the Year – 2003, 2004, 2005, 2011, 2012, 2013
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Top 5 adviser businesses in Australia in 2005 – voted by IFA Magazine (2005 was the only year that Stanford Brown has entered.)
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Jonathan Hoyle (Partner & Adviser) awarded finalist (top four) AFA National Adviser of the Year in 2011.