Story Wealth Management | February 2017 – 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 2017 – Knowledge Centre Newsletter

February 2017 – Knowledge Centre Newsletter

Welcome to the February 2017 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.

Medical & Private Health Insurance
The ongoing debate about private health insurance appears to be a constant one among Australians, especially when premium increases each year come to the forefront. We look at several reasons to consider retaining or taking out private health insurance. Read more…

What is an Annuity?
When planning for the income needed in retirement, there are many strategies that you can consider. One option available, depending on your circumstances, is an annuity. We explore a number of considerations when it comes to utilising an annuity in your overall plan. Launch video…

Interest Rate Predictions in 2017
A belief held by many economists is that there is at least one more interest rate cut expected from the Reserve Bank of Australia this year should employment, wages growth, and household spending continue to remain sluggish. We examine interest rate predictions and what they may mean for you. Read more…

The Pitfalls of DIY Will Kits
According to recent research, approximately 45% of Australians pass away without a will, or intestate. We explore why DIY will’s may not be the solution to your estate planning needs. Read more…

57 Years Apart: A Boy and a Man Talk About Life
What would you do if you were given the chance to talk to your younger self? Would you try and provide advice to change one or two decisions you made in life? A boy and man sit down together and discuss life from their perspectives and then provide each other with some friendly advice. Launch video…