Personal Wealth Management

At Story Wealth we want your money to work harder than you do!

We develop tailored strategies based on a deep understanding of what drives you, your motivations and how you want to curate the next exciting phase of your life. We’ll explore opportunities for investment growth, superannuation, Self Managed Super Funds (SMSF), cash flow management, and options that build long-term security.

With deep industry knowledge we’re abreast of any important legislative changes or trending patterns, we monitor progress, and review your plan regularly. We protect your assets and prepare you financially for all your long-term priorities for you and your family.

Build & Protect Your Wealth

Growing and managing your wealth requires important decisions about your income, investments and your future projections.

From strategic investments to managing superannuation, we focus on ethical and sustainable solutions that balance growth with security.

Whether you’re just starting your wealth planning or building on an existing plan, we provide guidance and advice to help you manage, protect, and grow your wealth while helping you to define what it is that you want for your future.

Some of the common questions we can answer for you:

How much money do I need year on year for a comfortable retirement?
Is a self managed super fund the right move?
How do I best use freed-up cash flow? Investments, super, or debt reduction?
Can I improve my tax minimisation strategies?
Can I afford my bucket list items?
How do I remain fulfilled without work?
Should I downsize my home or keep it?
Can you help me figure out what I even want in retirement?

Our mission is to help you feel in control of your financial position, knowing your wealth is accumulating with intention and purpose, so you can spend time planning your next holiday or purchase a new vehicle… or both!

~ Shaun Guzzo

Building Wealth Around Your Story

Our approach is always to focus firmly on what matters most to you!

Whether you’ve worked with Story Wealth for years or just getting started – understanding your priorities so we can tailor strategies that grow and protect your wealth is essential.

Your wealth management plan will always be based on your life goals versus your risk tolerance.

Every decision is guided by care, insight, and a clear focus on your personal goals with expertise and transparency. Your personal needs always come first at Story Wealth.

Our advisers work alongside you to develop personal wealth management strategies that:

Build plans specific to your goals, lifestyle, and risk requirements.
Offer ethical and sustainable investment strategies that align with your values.
Review and refine your strategy regularly, keeping you informed about performance and recommended updates.
Simplify complex decisions with clear communication to give you full control.
Support your long-term vision with superannuation and cash flow strategies that protect, grow, and manage your wealth.

We’ll offer realistic and ethical investing options, and regularly review and update you on any changes, freeing up your time to dream big about what’s possible as your wealth grows!

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.