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Financial Services Guide

Advice for Every Stage in Life
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.
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Advice for Every Stage in Life

Advice For Every Stage of Life…

Story Wealth Provides Tailored Assistance to Help You Achieve Your Goals

Different stages of life require different wealth creation and protection strategies. At Story Wealth we provide advice and strategies to suit your personal circumstances, responsibilities, goals, and dreams.

Let’s look at what we can do together:

Established Professionals

Consolidating your lifestyle and managing your long-term financial future is a major concern at this stage. You may be supporting a growing family and considering how to afford their education while continuing to enjoy life and avoid ‘The Credit Trap’. We will help you balance present demands on your resources with future needs and help you continue to achieve your financial goals.

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Your family is important to you, regardless of what stage in life they are at. You only want the best for them and to help and support them in times of needs. You may be thinking of:

  • Protection of assets
  • Healthcare
  • Age care planning
  • Inheritance tax mitigation
  • Keeping informed and in control
  • Gifting to family
  • Preserving your capital
  • Estate planning

Major concerns to consider are:

  • How to generate wealth planning strategies
  • Ensuring the financial security of family members, inheritance, succession planning and wealth transfer
  • Philanthropic management
  • Trust and Estate Planning

Pre-Retirement

It’s never too late to prepare for retirement and at this stage of life you need to be proactive to ensure that you can continue to enjoy life and do the things that are important to you during the next 20+ years. We will walk you through your provisions and help you design solid strategies to ensure that your transition to retirement is as smooth and worry-free as possible.

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You are establishing and building your career and perhaps starting a family. The big question is how best to set your financial path to achieve all you want in life. You may be looking at:

  • Getting married
  • First home
  • Having children
  • Income protection
  • Life insurance
  • Debt management
  • Family healthcare
  • Business planning
 

Major issues to consider are:

  • How to set a budget
  • How not to get caught in the ‘Credit trap’
  • How to save for holidays, travel, new car, furniture
  • How to put away some money for the future
  • Compound Interest

Retirees

Hopefully you have planned ahead and your retirement is comfortably funded so that you can travel, pursue your hobbies and interests, help your family get established and more. We can help you adjust your investment strategy to reflect your needs and ensure that you are well-prepared for the future and free from financial concerns.

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This is the time to indulge in hobbies or travel, enjoy your family and prepare for transferring your wealth. You may be thinking of:

  • Protection of assets
  • Healthcare
  • Age care planning
  • Inheritance tax mitigation
  • Gifting to family
  • Preserving your capital
  • Estate planning
 

Major concerns to consider are:

  • What to do with all your spare time now that you are no longer working
  • How to enjoy your tax free retirement income
  • How to enjoy travel and other enjoyable pastimes
  • Estate Planning
  • Funeral plans and possibly gaining Centrelink benefits

Family Care

At every stage of life it’s important to consider how you can support and provide for your family no matter what happens. There are many issues to consider including wealth creation and protection, tax mitigation on wealth transfer, aged care planning, lifestyle protection, and more. Consulting a Financial Planner and following their advice will give you peace of mind and the assurance that everything is taken care of.

Learn More

Your family is important to you, regardless of what stage in life they are at. You only want the best for them and to help and support them in times of needs. You may be thinking of:

  • Protection of assets
  • Healthcare
  • Age care planning
  • Inheritance tax mitigation
  • Keeping informed and in control
  • Gifting to family
    Preserving your capital
    Estate planning
 

Major concerns to consider are:

  • How to generate wealth planning strategies
  • Ensuring the financial security of family members, inheritance, succession planning and wealth transfer
  • Philanthropic management
  • Trust and Estate Planning

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