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.
“Over many years those who sought to advise me regarding my finances invariably tried to impose those ideas which appealed to them. Anne was recommended to me by my accountant and when I first saw her went to considerable lengths to establish what it was that I was seeking for my future, including in many areas which it had not occurred to me to consider, and then provided the advice to achieve that goal. As a consequence I retired last year in circumstances which I would never have achieved without her guidance. She was the only person who took the trouble to find out what was was important to me ad then to help me achieve that. “
“My wife Rita and I came to McPhail’s financial planning for advice as they had come highly recommended by our accountant (who is also a client of McPhail’s). The first thing I noticed when I came to their offices was the number of awards Anne Graham had won as a financial planner. As we met with Anne and her team over a series of meeting, I came to understand why she had won these awards. We found Anne (and the team at McPhail’s) to be very warm and friendly but also highly professional and able to help us navigate our way through our many wishes and desires for our financial future. The final report they produced for us was very detailed but easy to read and digest and contained a wealth of knowledge to help us properly plan for our future. Overall we were very happy with our experience at McPhail’s and plan to have them advise us on our financial future going forward”
“Before walking through the door of Story Wealth Management, I was feeling completely overwhelmed. After a recent separation and with my financial settlement pending, I was faced with some big decisions about the next steps, regarding my financial future. Having limited knowledge and experience in this area, it was reassuring to have Anne Graham and her wonderful team talk me through the various options in such a way that gave me confidence to be able to make informed choices about which way to go. It was very helpful to have a kind and sensitive team, who not only listened to me and assessed my needs and concerns, but have developed a financial plan for me, that will ensure my financial security up to retirement age and beyond. I cannot recommend ‘Story Wealth Management’ highly enough, for their expertise and attention to detail. I have valued their input and guidance enormously, and am looking forward to an ongoing relationship with them.”
Story Wealth Management’s CEO Anne Graham recently spoke with the FPA’s Money & Life team on the topic of managing her clients’ longevity ri
Announcing the inaugural winner of our Quarterly Living the Values Award, Jessica Cooke. Story Wealth recently introduced Quarterly Living the Value A
Thank you to Bruce Manners and Retirenotes.com for having Anne as a guest on his podcast which covers all things related to retirement. The topic disc