Story Wealth Management | Financial Knowledge Centre
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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Financial Knowledge Centre

We are pleased to announce the launch of our new and comprehensive online resource for the exclusive use of Story Wealth Management clients. Through our Financial Knowledge Centre we provide you with a reliable and credible source of education and financial information.

Story Wealth’s Financial Knowledge Centre provides you with an online wealth of valuable information, updates, video’s, calculators, quizzes and much more that you can spend time reviewing to help build on your financial knowledge.

Clients who participate in our ongoing review services receive access to a broader range of tools by logging in to the Financial Knowledge Centre. If you would like to know more about our ongoing service packages please feel free to contact us.

After logging in, we suggest you have a look at the Money Personality Quiz. This quiz is designed to give you an insight into your behavioural preferences and how these preferences relate to money and wealth. Our staff exhibited a range of personality types:

Anne: Dolphin, David: Owl, Trudy, Jess and Kathleen: Labrador

You may be surprised by your own results!

 

The content of our Knowledge Centre is updated regularly so make sure you return to the site to explore any new articles. We will also keep you posted with links to any articles we think may be of interest to you via our quarterly Financial Planning Newsletter or other emails. This will be a valuable tool for all your family and friends and we would encourage you to share it with them.

If you have any questions, please feel free to contact us.

Story Wealth Managment Financial Knowledge Centre