Story Wealth Management | May 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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May 2017 – Knowledge Centre Newsletter

May 2017 – Knowledge Centre Newsletter

Welcome to the May 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.

Financial mindsets of the super wealthy

Whilst on the path to financial freedom, occasionally it can be helpful to gain perspective along the way, by considering and then reflecting on the financial attitudes and behaviours of others. In this article, we look at several of the interesting findings from the 2017 Wealth Report. Read more…

Buy-sell agreement explained

When developing a business succession plan, having a buy/sell agreement in place may be a key consideration. In this animation, we discuss how this may assist in a smooth transition between a departing business owner and the remaining owners who wish to carry on with the business. Launch video…

Things to consider with guarantor loans
The domestic housing market has received considerable attention over the last 12 months due to concerns around housing affordability, especially for new entrants. In this article, we discuss things to consider before becoming a guarantor on a loan for a family member. Read more…

Aged Care Services: Home care packages
If you or a loved one requires higher-level aged care services, but would still like to reside at home then a Home Care Package may be an option to consider. In this article, we take a closer look at how this service works. Read more…

Is money becoming an illusion?
Do you remember playing Monopoly as a child? If so, do you think the way you played may have changed if you’d used real money? In this video, we explore the importance of educating your children on the value of money from an early age especially given the emergence of ‘tap & pay’. Launch video…

Rent vs Buy Calculator
One of the many important decisions you may make in your lifetime is whether to continue renting or to purchase a residential property. The Rent vs Buy Calculator provides you with an estimate of your long-term financial situation when comparing the two options. Launch calculator…