Story Wealth Management | June 2015 – 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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June 2015 – Knowledge Centre Newsletter

June 2015 – Knowledge Centre Newsletter

Welcome to the June 2015 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.

Four Ways to Boost Your Spouse’s Super
Is your superannuation balance bigger than your spouse’s? In this article we explore 4 common ways you can boost your spouse’s super balance… Read More…

Trauma Insurance and the Big 4
Trauma Insurance was first introduced in 1983. What’s the purpose and why is it needed? Read More…

Testamentary Trusts Explained
Have you heard of the term “testamentary trust” before but aren’t really sure what they are? This animation provides a simple explanation what a testamentary trust is and how it works. Launch Video…

The Risks Facing Retirees
When it comes to retiring, there are a number of risks that retirees face that are specific to the retirement life stage. This article explores the most common risks retirees face and how to prepare for and manage them. Read More…

Refinancing Your Home Checklist
If you are looking at re-financing your mortgage or investment loan on your property it pays to shop around and do your maths. While you might find a lower interest rate loan, sometimes a lower interest rate is made up for in fees and charges. Read More…

Beyond Surface Level
The analogies “smoke and mirrors” and “if it sounds too good to be true” come to mind in this funny video. Showing that you can turn nothing into something, quite convincingly if you know how. Launch Video…