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Financial Services Guide

Community Involvement
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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Community Involvement

Paying Forward. Giving Back. Growing the Pie.

Story Wealth Actively Supports the Wider Community.

Future2 Foundation: Make The Difference

Future2 Foundation has committed $1.6m in grants since 2007 to grassroots programs. We fund projects that contribute to skills training, financial literacy, work experience, community service, mentoring and much more.

Financial Seminars for Schools

Effective Financial Planning and preparation for the future starts at school. Sadly, many young people are financially illiterate and do not understand the implications of some of the decisions they need to make about funding university studies, budgeting, investing and more.

Sarah Leslie and Kara Treeby conduct seminars for upper secondary students to raise their awareness about issues such as budgeting (spending, saving, investing), and compound interest. When students are introduced to these concepts they realise the importance of starting to plan their financial future immediately, rather than waiting until they have a substantial income. These students are more likely to be proactive in their saving and investing, and restrain their spending because they have a bigger vision.