Story Wealth Management | April 2016 – Knowledge Centre Newsletter
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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April 2016 – Knowledge Centre Newsletter

April 2016 – Knowledge Centre Newsletter

Welcome to the April 2016 Edition of our Knowledge Centre Newsletter. If you don’t have access to our Knowledge Centre or if you have forgotten your password, please contact us.

Get a head start – 5 things you can do now to plan for financial year end
Tax time can be a breeze for some and a nightmare for others. As we are just a few months away from the end of financial year, now is the perfect time to organise your financial affairs with our end of financial year planning tips! Read more…

What is underwriting?
Why is it that insurer’s ask so many questions when you apply for cover? This month’s video explains the underwriting process that insurers go through and how it can influence the terms of your insurance policy. Launch video…

Surviving a critical illness or trauma
With early diagnosis and advancements in medical treatment, the chance of surviving serious illnesses such as heart attack, stroke or cancer is much higher than in years gone by. However, the process of recovery can be emotionally and financially draining. So how do we protect ourselves? Read more…

6 ways to support ageing parents
There are many different ways to assist ageing parents in better managing their financial affairs and even small things can make a difference. We provide you with some useful tips to help you through this process. Read more…

Remember to say Thank You
In this deceptively simple 3-minute talk, Dr. Laura Trice muses on the power of the magic words Thank You – to deepen a friendship, to repair a bond, to make sure another person knows what they mean to you. Try it. Launch video…