Story Wealth Management | February 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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February 2016 – Knowledge Centre Newsletter

February 2016 – Knowledge Centre Newsletter

Welcome to the February 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.

Making Your Estate Plan Count
Do you have a robust estate plan and is it up to date? There are important things to consider as you go through the process of developing or reviewing your estate plan. These can make a big difference to your dependants and loved ones. Read more…

Love Me, Love Me Not: Financial Considerations for Moving in Together
Moving in with your partner can be an exciting time, but don’t just jump in. Take the time to think upfront about the financial practicalities and what it could mean if things don’t go according to plan. This might apply to you or a loved one. Read more…

Back to School: Teaching Gen Y About Money
If you have a Gen Y in your family, you may have noticed that their attitude to money is different to yours. Here are some things you can do to help your Gen Y stay on track financially. Read more…

5 Point Check for Super
Has it been a while since you looked at your Super? Check out our newest animation to see what are some important areas to focus on when reviewing super accounts. Launch video…

Decoy – A Portrait Session with A Twist
Ever wondered just how much your perspective influences an outcome? Have a look at this experiment where six people photograph the same man and produce very different results. Launch video…