Your Future. Your Wealth. Your Story.
Let's Talk About What Counts
And that’s not only the numbers. At Story Wealth we take the time to listen and truly understand your goals.
We want to know what you need in life, and also what you want.
Because we only have one life to lead, let’s make every penny count.
Our goal is for you to feel supported, confident, understood and informed – with a crystal clear vision for your future.
We're here for you through life's transitions, twists and turns.
Life can be unpredictable. Along the way we all experience moments of joy, exhilaration, happiness, sadness and anguish. It’s all part of being a human on this magnificent planet.
Your wealth can predict your future – let’s together start mapping it out today.
Client Stories
Ace Freeley
John Davies
David Smith
Bob Jones
Let's start talking about what your future looks like
Book an initial chat with one of our financial advisers to discuss your current situation and your hopes & dreams for the future
Approaching Retirement
As retirement gets closer, it’s completely normal to feel a mix of excitement and uncertainty. You might be asking yourself, Do I have enough? What will life look like without work? We’ve helped hundreds of people make sense of this stage, creating plans that feel realistic and reassuring, so you can focus on what comes next, not worry about it.
Whether you’re dreaming of travel, volunteering, spending more time with family, or simply enjoying the freedom of choice, we’re here to help.
Time-Poor Professionals
When life’s packed with work, deadlines, and everything else, it’s hard to find the time – or headspace – to think about your finances. And when you’re juggling career pressures and family life, it’s easy for planning to fall to the bottom of the list. We work with professionals who want their money to support both their success and the life they’re building.
Whether it’s tax, bonuses, investments, or just getting organised, we’ll help you take control without the overwhelm.
Independent Women
Whether by choice or circumstance, you’ve built life on your own terms – making smart decisions, facing big changes, maybe even grief along the way. Your financial independence is something you value deeply, and you want to make sure your money continues to support the life you’ve shaped.
As a female-led advisory, we work with women like you to offer advice that’s clear, practical advice that respects your values and your vision..
Navigating Aged Care
Supporting a loved one into aged care can be one of the most emotional and overwhelming decisions a family faces. Through our sister business, Ageing with Grace, we help you navigate the process. From understanding fees and funding options to managing Centrelink and care providers, so you feel supported, informed, and never left to figure it out alone.
We’ll navigate the aged care system, together.
Articles
Stay up to date with the latest news, trends and insights from the world of finance, retirement, aged care, estate planning and more!
Navigating Aged Care, Together
When aged care becomes part of your family’s story, the financial and emotional load can feel overwhelming. We’re here to guide you through with education, compassion and an experienced hand.
In partnership with our sister business, Ageing With Grace, we’ll help you to:
- Understand Aged Care Costs
- Centrelink Entitlements & Eligibility
- Options for Remaining at Home, Respite & Aged Care.
Whether planning ahead or facing urgent decisions, we’ll support you to make choices that protect dignity and provide peace of mind.
Your Future, Now
Whether your vision is clear or a little vague, we’ll help you with the financial plans to make it happen, just the way you want it.
Send a Message
Not quite ready for a chat, but have a few questions?
Or you’re a current client with a few queries?
Send a message our way.