Managing clients’ longevity risk
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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Managing clients’ longevity risk

Managing clients’ longevity risk

Story Wealth Management’s CEO Anne Graham recently spoke with the FPA’s Money & Life team on the topic of managing her clients’ longevity risk and the real risk of them outliving their retirement savings. Anne’s approach involves providing clients with strategies, portfolios, behavioural skills to set them up for success but the most effective strategy is regularly talking to clients about the issue. Click here to read the full article.