Expert financial and retirement planner in Sydney with 20+ years experience
Josef Stadler has been a financial planner in Sydney since 2001, building a respected and enduring career based on trust, expertise, and a deep commitment to client success. With over two decades of experience, Josef specialises in comprehensive retirement planning, self-managed super funds (SMSFs), aged care financial advice, and strategic estate planning.
He works closely with executives, professionals, business owners, and self-funded retirees to deliver personalised financial advice that provides confidence, clarity, and long-term financial security.
Self-funded retirement planning for professionals and business owners
Josef’s core focus is supporting clients through self-funded retirement strategies that are tailored to their unique needs and lifestyles. As a leading self-funded retirement planner in Sydney, he helps clients develop tax-efficient income streams, optimise superannuation assets, and structure their finances to support a fulfilling and financially secure retirement.
His advice is particularly valuable for high-income earners, business owners preparing for retirement, and pre-retirees looking to maximise their wealth preservation strategies.
SMSF advice for greater financial control
As a Self-Managed Super Fund Specialist Adviser™, Josef provides in-depth guidance on all aspects of SMSF management. He works with clients across Sydney who are seeking more control over their retirement savings, helping them establish compliant, strategically aligned SMSFs that support their long-term investment objectives.
His SMSF services include advice on fund setup, investment strategy, regulatory compliance, and retirement phase planning — making him a go-to SMSF adviser for Sydney professionals and business owners.
Specialist aged care financial planning
Josef also offers specialist services in aged care financial planning, supporting individuals and families who are navigating the emotional and financial complexities of aged care.
From advising on Means Tested Care Fees and Daily Accommodation Payments (DAPs) to evaluating whether to retain or sell the family home, Josef brings clarity and structure to this critical phase of life. He helps families make informed, confident decisions that preserve dignity and financial wellbeing.
Strategic estate planning and wealth succession
As an Accredited Estate Planning Strategist®, Josef works with clients to ensure their legacy is protected and their estate distributed according to their wishes. His strategic approach to estate planning in Sydney minimises tax liabilities, prevents disputes, and ensures generational wealth transfer is handled with care.
He often collaborates with legal and tax professionals to create seamless, integrated estate strategies for families, retirees, and high-net-worth individuals.
Credentials and industry recognition
Josef is one of the few advisers in Australia to hold the following trio of prestigious qualifications:
- Certified Financial Planner®
- Self-Managed Super Fund Specialist Adviser™
- Accredited Estate Planning Strategist®
He was also recognised nationally as the Financial Planning Association’s Value of Advice Award winner in 2009, a testament to the tangible difference he has made in clients’ lives.
Trusted, personalised financial advice
Josef’s career has spanned boutique advisory firms, large multinational financial institutions, and one of Australia’s Big Four banks. He also successfully operated his own financial planning business for over 15 years. This breadth of experience allows him to understand and meet the nuanced needs of clients from all walks of life.
Known for making complex financial strategies simple and approachable, Josef provides a high-touch service that delivers not only financial results, but also peace of mind. Clients trust him for his transparency, experience, and the enduring value of his advice.
