Story Wealth provides a comprehensive approach to your finances that covers every aspect of your financial planning to ensure your comfort today, and your security tomorrow.
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Book an initial chat with one of our financial advisers to discuss your current situation and your hopes & dreams for the future
This is a ‘getting to know you’ session for both parties. We only work with clients who we believe we can truly add value and will trust us to do so. We’ll discuss your hopes, goals, and circumstances as well as our financial planning philosophy and process. We encourage you to ask any questions about financial planning in general, and Story Wealth in particular.
In addition to your two completed questionnaires, the more information you can bring to this meeting the more effective our advice will be. Ideally you will bring a list of your assets and obligations, your budget, and other relevant financial statements (eg. Superannuation statements, insurance documents, investment details, etc.)
Your first appointment will take up to 1.5 hours as it forms the basis for your understanding of who we are and what we offer, and our understanding of what you want and whether we can add value.
Other fees include:
The Ongoing Advice Service Agreement (sent out after you agree to proceed with your plan) will outline and explain the specific services we will provide during the year.
All of our financial advisers are members of the Financial Advice Association Australia (FAAA) and are bound by a code of ethics and high professional standards over and above that required by law.
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.
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.
We welcome all feedback.
Simply complete the form below and we’ll endeavour to come back to you within one business day.
