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.
"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. I cannot recommend 'Story Wealth Management' highly enough, for their expertise and attention to detail"
"Had I asked the question, as to what your philosophy is, in respect to attending to my interests, the content of your newsletter is what I would be hoping to hear. Thanks again and my best wishes to Anne Graham and her team in whom I have the fullest confidence."
"Your professionalism and personal approach is important to us as it gives us confidence that your advice is sound and tailored to meet our needs."
Welcome to the April 2018 Edition of our Knowledge Centre Newsletter. If you don’t have access to our Knowledge Centre or if you have forgotten.
Welcome to the March 2018 Edition of our Knowledge Centre Newsletter. If you don’t have access to our Knowledge Centre or if you have forgotten.
Putting yourself first when planning for retirement. Research from the National Seniors Survey for 2017 has found that it is no longer a priority for.