Story Wealth Management | November 2016 – 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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November 2016 – Knowledge Centre Newsletter

November 2016 – Knowledge Centre Newsletter

Welcome to the November 2016 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.

The Sharing Economy and Pre-Retirees
According to recent data, there has been an increase in the number of pre-retirees – 55-64 year olds, participating in the sharing economy (such as Uber, Airbnb and Gumtree) in an attempt to boost their wealth and income.  Read more…

Personal Insurance for Families
Many families consider personal insurances for the household’s main or sole income earner, but what about the non-working spouse? This animation explores why insuring both heads of the household may be an important consideration in developing your personal insurance plan. Launch video…

Taking Care of Your Castle

Wealth accumulation can be as simple as putting aside money each week into a high-interest savings account, paying down your debts, or building a diversified investment portfolio inside or outside of superannuation. Does the family home also come into mind when considering your personal wealth? Read more…

Helpful Tips in Detecting Pyramid Schemes
Have you ever sat around the dinner table with a friend or family member or attended an ‘investment’ conference or seminar and repeatedly heard someone say, “Now, this is not a pyramid scheme”? Pyramid schemes are illegal schemes under Australian Consumer Law. Read more…

Mr. Bean – Eating Competition 
Are you currently trying to keep up with the Joneses? In life everyone has their own financial journey. So instead of worrying about what others are doing or how much they appear to have, it is important to stay focused on your own financial goals and objectives. Launch video…