Our 10 Year Anniversary
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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Our 10 Year Anniversary

Our 10 Year Anniversary

September is an auspicious month for many reasons not least of which is the anniversary of the establishment of our Business, McPhail HLG Financial Planning.

And 2011 is our tenth anniversary!

Since 2001, we have seen the business grow from a handful of clients, to over 400 clients, most of whom we see and speak to on a regular basis. Our staff has grown four-fold and we relocated offices some years ago.

We’ve seen historical movements in investment markets and changes in Government. There have been innumerable legislative changes to tax, social security and superannuation. The only constant has been the provision of quality, professional advice and this will continue for the next ten years – and beyond.

So thank you to all our loyal and wonderful clients and we hope to celebrate this milestone with you soon.