Story Wealth Management | Story Wealth Management | Your values. Your goals. Your future.
Story Wealth Management are a boutique firm, with an award winning team of highly-skilled financial planners, and a close-knit support team based in Hawthorn. We are united in our concern for our clients’ financial wellbeing, and a desire to help them create the life they want.
financial planning melbourne, financial adviser melbourne, financial advice melbourne
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Story Wealth Management…

Growing and Protecting Your Wealth
Ensuring Your Peace of Mind
With a Strategic Approach to ALL Your Financial Affairs.

Are you wondering how to ensure that you will be able to enjoy your retirement?

Are you wondering where the next pay cheque will come from once you retire?

Are you wondering if all the hard work you have done during your career will be enough?

“Financial stress is one of the biggest factors in health and relationship breakdown, so there’s no point pretending money doesn’t matter. The best thing you can do to take stress out of your life is to consult with an experienced Financial Planner and develop a comprehensive plan for protecting and growing your wealth.”

Anne Graham

The Difference That Makes Story Wealth the Right Financial Planner for You…

As highly qualified and experienced Financial Planners, we never take a cookie-cutter approach because we know that a custom designed financial plan is different for everyone. We don’t have a cookie-cutter approach to your financial management, we have a process.

We look at your unique circumstances (including your age, income, assets, and aspirations) and apply our proven financial matrix to develop a strategy that meets your goals and ensures your future no matter what the government or the economy may do.

Yes, we have won awards for our work as financial planners, and our clients and professional peers tell us we’re doing what we really want to do… helping our clients achieve their financial goals and enjoy the lifestyle they deserve!

We know some clients want to choose a financial planner they trust, and hand everything over. Other clients want to be consulted or at least advised at every step. You can be as involved in the process as you choose to be, but we always think it’s important for our clients to understand at a ‘big picture level’ WHY we give the recommendations we give, and HOW that will help you achieve your outcomes, even if you don’t want to know the specifics of WHAT we actually do.

Testimonials

Articles from our blog 

Call Story Wealth Today
on 8560 3188 for a Confidential Chat and Enjoy Peace of Mind About Tomorrow