Story Wealth Management | December 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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December 2016 – Knowledge Centre Newsletter

December 2016 – Knowledge Centre Newsletter

Welcome to the December 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.

Building Your Team: Financial Adviser
The term synergy is derived from the Greek word συνεργία; it refers to the creation of a whole that is greater than the simple sum of its parts. In this animation, we explore how building your own personal finance team (each with their own unique skills), and then directing them towards a specific goal or objective can help you reach financial empowerment. Launch video…

The Three-Bucket Approach to Retirement Investing
When devising a retirement plan, there are several different strategies that a financial adviser can employ to make sure that you have enough to meet your retirement lifestyle needs. This may or may not include relying in part or in whole on other sources of income such as the Age Pension at some stage. We’ll focus on one such strategy – the ‘bucket’ approach. Read more…

TPD Claim Definitions Explored

For many of us Total and Permanent Disablement cover forms a component of our overall personal insurance plan; in the event of a disabling sickness or injury, it has been designed to help to take the financial stress off the table at a time when our world has been turned upside-down. In this article, we explore the types of claim definitions available and their respective differences. Read more…

A ‘Living’ Will: Advanced Care Directives
We generally expect that our wishes for medical treatment will be respected, but what happens when we are not able to make decisions, due to an accident, sudden illness, or a progressive disease? Having an advanced care directive is a way to ensure that our preferences for medical treatment are considered at a time when we may be unable to express them. Read more…

Look Beyond Borders: 4 Minutes Expirement 
According to Matthieu Ricard, “Empathy is the faculty to resonate with the feelings of others. When we meet someone, who is joyful, we smile. When we witness someone in pain, we suffer in resonance with his or her suffering.” In this short video, we see the power that empathy has when two people connect over their different walks of life. Launch video…

President-elect Trump: What should you do?
In light of Donald Trump’s recent victory in the U.S. election, this short video by a respected research house, Morningstar Investment Management, provides information on President-elect Donald Trump’s initial impact on the economic market as well as potential short, medium, and long-term considerations for investors. Launch video…