Story Wealth Management | 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 is an initiative of the Financial Planning Association (FPA) which provides grants to programs which support disadvantaged young Australians (12-25 years). Recipient programs are not-for-profits and charities which give a second chance to people who may be homeless, excluded from the education system, drug or alcohol dependent, jobless, disabled, or otherwise marginalised.

Anne Graham is a Trustee of the Future2 Foundation and is also involved in the Marketing and Fundraising Committee. She and David Graham have also taken part in fund-raising activities including a recent trip to Mt Kilimanjaro to raise funds for the foundation.

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.

Anne Graham conducts seminars for upper secondary students to raise their awareness about issues such as budgeting (spending, saving, investing), managing HECS, general debt management skills and solutions, investing, and compound interest. When students are introduced to these concepts in Anne’s practical and interesting fashion 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.