Let’s take a look at how we work with you to achieve the greatest outcomes. Fundamental to everything we do, is understanding you on a deeper level. Part of this will require asking you quite a few questions and actively listening to your responses.
Knowing You
Following a brief initial chat with you, we’ll send you two questionnaires to complete:
The first is to understand your financial assets, insurances, obligations etc;
The second relates to your goals and aspirations for the future.
These provide a starting point for our discussion, and as the name suggests helps us to ‘know you’.
Discovery
The ‘Discovery’ meeting is about reviewing the information you provide in your questionnaires, but it’s also a time for you to get to know us a little better.
Choosing a financial adviser is a significant decision and we encourage you to ask us any questions you like.
We won’t ‘sell’ you into our philosophy and process because it’s vital that you choose us because you trust our approach.
Engagement
Now that we have enough information about your circumstances and key goals we’re able to advise you on how we may be able to help you achieve those objectives through a personalised financial plan.
Should you choose to work with Story Wealth you will be provided with our Letter of Engagement for signing.
This outlines our fixed fee for service and allows us to move forward and develop a detailed financial roadmap.
Advice
This is where things get exciting! We’ll prepare a specific blueprint for your financial future including recommended strategies and structure designed to meet your goals, needs and wants.
One of our experienced advisers will meet with you (and any other professional advisers you choose to bring along – accountant, lawyer, broker), to discuss this blueprint in detail and answer all of your questions.
The plan, referred to as a ‘Statement of Advice (SoA) will cover every stage of your life and include both wealth building and wealth protection strategies.
Implementation
When you accept your Statement of Advice (SoA) we’ll move to the ‘implementation’ stage.
This means assisting you with the paperwork required to implement the strategies and structures it outlines.
We’ll then ensure that the plan is implemented and (if you select this option) you’ll be able to monitor your results via our secure online portal which you can access at any time.
Review
Financial plans, like life – are never set in stone. Changes in the market, legislation, and your life circumstances may require modifications to the strategy.
We monitor your portfolio regularly and will make recommendations as required to ensure that you remain on-track to meet your goals.
Depending on your preferences the time between reviews may vary, but we’ll meet together at least once a year to discuss your progress.
Start Now!
The incredibly exciting world of financial control, on your terms awaits.
If you have a vision of the future, even just the vague start of a vision, we’re ready, willing and able to help you bring it to life.
Your Future, Your Wealth, Your Story. Shall we begin?
Book an initial chat with one of our financial advisers to discuss your current situation and your hopes & dreams for the future
Paying Forward. Giving Back.
Story Wealth Actively Supports the Wider Community.
We’re proud to support Bridge Builders Youth Charity and their life-changing work with young people aged 12–25 who are disadvantaged, distressed or in need of assistance.
Our contribution helped fund the UR Retreat, a powerful annual camp for young women aged 13–15. This supportive and inspiring space gives them the chance to build resilience, grow in confidence, and discover their self-worth. It’s a meaningful way to invest in the next generation and help young people realise their potential.
We proudly support The Sixth Child, a charity dedicated to improving the lives of disadvantaged children across Australia. Alarmingly 1 in 6 Australian children are facing hardship.
Their work provides urgent aid, educational tools, and culturally sensitive support through targeted community projects. Each year, we run a Christmas gift drive at our client Christmas party to support their efforts – helping to bring joy and relief to children doing it tough. It’s a small but meaningful way we can come together as a community to create positive change for those who need it most.
Deakin Business School is a globally accredited leader in business education, empowering graduates for future careers through innovative research, real-world learning and strong industry partnerships.
They deliver progressive, socially responsible programs that foster global outlooks, practical skills and positive impact for individuals and communities. Story Wealth is proud to support student achievement by sponsoring the Deakin Business School Academic Excellence Prize Ceremony. [CRICOS Provider Code: 00113B]
When aged care becomes part of your family’s story, the financial and emotional load can feel overwhelming. We’re here to guide you through with education, compassion and an experienced hand.
In partnership with our sister business, Ageing With Grace, we’ll help you to:
Whether planning ahead or facing urgent decisions, we’ll support you to make choices that protect dignity and provide peace of mind.
Stay up to date with the latest news, trends and insights from the world of finance, retirement, aged care, estate planning and more!
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.
