Story Wealth Management | June 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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June 2017 – Knowledge Centre Newsletter

June 2017 – Knowledge Centre Newsletter

Welcome to the June 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.

EOFY planning: Tax and superannuation strategies

The end of financial year is close. In this article, we look at end of financial year planning strategies that may be worth considering, when it comes to tax and superannuation. Read more…

Appointing a power of attorney

Estate planning can be complicated. When people review Estate planning, they often also discuss powers of attorney. In this animation, we discuss the different powers of attorney and how they may be of benefit to you. Launch video…

Diversification fundamentals in portfolio construction
You’ve probably heard the saying, “Don’t put all of your eggs in the one basket”, but what does it mean? In this article, we explore the importance of diversification when it comes to portfolio construction. Read more…

Income protection: Supplementary provisions
There are many benefits to holding Income Protection insurance. In this article, we discuss several supplementary provisions held within some Income Protection insurance policies that have a focus on enhanced coverage. Read more…

Dave Allen’s comedy sketch: £10 note stuck under car tyre
Accumulating wealth can come in many forms, such as saving, investing and paying down debt. In this video, Dave Allen highlights the pitfalls of deviating from your plan and waiting around for ‘free’ money Launch video…