“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. “
“My wife Rita and I came to McPhail’s financial planning for advice as they had come highly recommended by our accountant (who is also a client of McPhail’s). The first thing I noticed when I came to their offices was the number of awards Anne Graham had won as a financial planner. As we met with Anne and her team over a series of meeting, I came to understand why she had won these awards. We found Anne (and the team at McPhail’s) to be very warm and friendly but also highly professional and able to help us navigate our way through our many wishes and desires for our financial future. The final report they produced for us was very detailed but easy to read and digest and contained a wealth of knowledge to help us properly plan for our future. Overall we were very happy with our experience at McPhail’s and plan to have them advise us on our financial future going forward”
“Before walking through the door of Story Wealth Management, I was feeling completely overwhelmed. After a recent separation and with my financial settlement pending, I was faced with some big decisions about the next steps, regarding my financial future. Having limited knowledge and experience in this area, 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. It was very helpful to have a kind and sensitive team, who not only listened to me and assessed my needs and concerns, but have developed a financial plan for me, that will ensure my financial security up to retirement age and beyond. I cannot recommend ‘Story Wealth Management’ highly enough, for their expertise and attention to detail. I have valued their input and guidance enormously, and am looking forward to an ongoing relationship with them.”
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:
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!
Anne Graham, Director Story Wealth Management