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Financial Services Guide

About Story Wealth Management
Story Wealth Management are a boutique firm, with an award winning team of highly-skilled financial planners, and a close-knit support team based in Hawthorn. We are united in our concern for our clients’ financial wellbeing, and a desire to help them create the life they want.
financial planning melbourne, financial adviser melbourne, financial advice melbourne
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About Story Wealth Management

Story Wealth Management…

Because With Financial Planning (Like So Many Other Areas of Life)

The Whole is Greater Than The Sum of The Parts!

Story Wealth, with our award-winning team of financial planners combines a wealth of financial and market knowledge, extensive experience, and a genuine interest and concern for our clients to help you achieve your financial goals and outcomes.

Testimonials

  • Thank you for the contribution you made to present this valuable information during your recent webinar, keeping us updated and reassured of our financial situation, particularly during this difficult and stressful time (Covid19). David is a pleasant and enjoyable presenter to listen to and watch, which is such an important part of presentations

    Trish, retire (Melbourne)

  • I am sending this email not as a request but as a "thank you" to you all for all the assistance & help that you have provided to both of us during a rough & uncertain time, financial, economically & especially a mentally draining time. At all times when we were able to visit your office but now contact is via work at home rules, we have found that you & your team have dealt with our individual concerns & questions in a timely & professional manner. Even though the market has been volatile & we have lost a % of money, we are happy in the knowledge that you are looking after our best interest for our future.

    Russell and Eileen (Melbourne)

  • “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. “

    Trevor

Clear Process, Individual Plans & Solutions

Your circumstances are unique. Your hopes and dreams are unique. Your financial roadmap to the future should reflect your individuality, too!

At Story Wealth our plans reflect who you are and our clear process is designed to draw that out. The truth is, your age, expectations, health, and every aspect of your circumstances need to be considered as a whole so that we can design a plan that works for you. We work with your accountant and other advisors to ensure that we have a complete picture of your financial position, we listen to what you tell us, and we create a plan that lets you enjoy life now, and look forward to the future.

We specialise in providing advice and assistance with wealth creation and management for those looking to retire and seeking a personalised financial plan and assistance to help you achieve your goals.

Our experienced team provide comprehensive professional assistance with your financial strategy, ongoing asset management, and other aspects of wealth creation and protection including:

  • Pre-retirement Financial Structure and Planning
  • Ensuring a Comfortable Income During Retirement
  • Superannuation and Estate Planning
  • Risk and Life Insurance

For most of our clients, financial planning is far more than simply planning for a comfortable retirement, and taking care of their family. It’s about enjoying life today, creating experiences, and having confidence that tomorrow will be even better.

At Story Wealth Management, we have the credentials, the experience, the support, … and we also have an impressive string of awards to prove that we deliver results!

Our reputation and awards are due to the:-

  • Genuine interest we take in you and your goals;
  • Discovery and planning process we go through with you;
  • Strong focus on education so that you can make informed financial decisions;
  • Time and effort we put into creating the financial strategies that will help you reach your goals;
  • Ongoing communication about the economy in general and your financial position in particular;
  • Willingness to challenge your assumptions and spending habits to help you achieve your goals;
  • Focus on medium to high income professionals who are keen to provide for their future needs, including planning for their retirement.

Call Story Wealth Today
on 8560 3188 for a Confidential Chat and Enjoy Peace of Mind About Tomorrow