December 2020 | Economic and Financial Market Update
Written by David Graham, Senior Financial Planner, Mapp Fin CIMA® CFP® So, as 2020 draws to a close, we can agree ‘extraordinary’ probably covers it. I...
10
Dec
News and Announcements
20
Oct
The financial impacts of breast cancer
Anne Graham was recently invited to contribute to the STA Breast Issue #1. Along with the physical and emotional trauma that comes with a breast cancer...
26
Jun
Aussie retirees feel drop in super pension payments
Our CEO and senior financial planner, Anne Graham spoke to Money Magazine Australia about retirees and the impact recent market volatility has had on Centrelink benefits. [button size='big_large' style=''...
17
Mar
Economic and Financial Market Update as at 17th March
Written by David Graham, Senior Financial Planner, Mapp Fin CIMA® CFP® The U S share market closes, this morning at levels past seen on Christmas eve...
25
Feb
February 2020 | Economic and Financial Market Update
Written by David Graham, Senior Financial Planner, Mapp Fin CIMA® CFP® Last week I attended a conference, where a range of presenters from different parts of...
22
Jan
Story Wealth Management announces their Quarter Two Living the Values Award Winner
Congratulations to Jess Byrnes who was awarded Story Wealth Management’s Living the Values Award for Q2 2019/20. Jess received the award in recognition for our...
06
Dec
December 2019 | Economic and Financial Market Update
Written by David Graham, Senior Financial Planner, Mapp Fin CIMA® CFP® This time last year, equity markets were reaching the nadir of significant correction, with major...
17
Oct
Managing clients’ longevity risk
Story Wealth Management’s CEO Anne Graham recently spoke with the FPA's Money & Life team on the topic of managing her clients’ longevity risk and...
10
Oct
Announcing Story Wealth’s Living the Values Award Winner
Announcing the inaugural winner of our Quarterly Living the Values Award, Jessica Cooke. Story Wealth recently introduced Quarterly Living the Value Awards Program. The program has...
24
Sep
Podcast No 29: The problems and joys of the ‘sandwich generation’ with Anne Graham
Thank you to Bruce Manners and Retirenotes.com for having Anne as a guest on his podcast which covers all things related to retirement. The topic discussed was "the problems...