Story Wealth Management | March 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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March 2017 – Knowledge Centre Newsletter

March 2017 – Knowledge Centre Newsletter

Welcome to the March 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.

Capturing the Super Cap Limit Deadline
Annual concessional and non-concessional contribution cap superannuation limits (and the maximum bring-forward rule) will decrease from 1 July 2017. But there are still opportunities to maximise your super contributions now and in future, see how you can do it.  Read more…

The Risks in Retirement
There are many risks that you may face when it finally comes time to retire, such as investment, legislative and longevity risk. In this animation, we discuss these and other risks that may impact your expected retirement lifestyle. Launch video…

Life Event: Claims Process for Personal Insurance
Claiming on your personal insurances at a time that is both financially and emotionally stressful can be a daunting process. We help you better understand what may be involved by looking at the steps commonly associated with making a claim. Read more…

Electricity Bills: Time to get Wired
It’s probably safe to say that at some point in your life you’ve opened your electricity bill and got a little surprised with the total amount due – and, not in a good way. We charter our way through the ‘household-electricity-sphere’ to help you become a little more energy-savvy in the future. Read more…

3D Printed Prosthetic Hands are Changing Lives
Often people feel that there is something limiting their ability to reach their financial goals. Could it be our money personality and spending habits? In this video, we see how someone’s life is positively impacted when others reach out by ‘making something to make a difference’. Launch video…