Story Wealth provides a comprehensive approach to your finances that covers every aspect of your financial planning to ensure your comfort today, and your security tomorrow.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Etiam aliquam hendrerit consequat. Integer posuere felis sit amet nisl facilisis, hendrerit molestie ligula mattis. Donec in quam sit amet eros pharetra.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Etiam aliquam hendrerit consequat. Integer posuere felis sit amet nisl facilisis, hendrerit molestie ligula mattis. Donec in quam sit amet eros pharetra.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Etiam aliquam hendrerit consequat. Integer posuere felis sit amet nisl facilisis, hendrerit molestie ligula mattis. Donec in quam sit amet eros pharetra.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Etiam aliquam hendrerit consequat. Integer posuere felis sit amet nisl facilisis, hendrerit molestie ligula mattis. Donec in quam sit amet eros pharetra.
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Etiam aliquam hendrerit consequat. Integer posuere felis sit amet nisl facilisis, hendrerit molestie ligula mattis. Donec in quam sit amet eros pharetra.
We’ve successfully guided hundreds of people through retirement, helping them map out sustainable, flexible plans that support the lifestyle they want post-career. Whether you’re dreaming of travel, volunteering, spending more time with family, or simply enjoying the freedom of choice, we’re here to help.
When life is full and work is demanding, it’s easy to put off planning for the future. Between deadlines, meetings, to-do lists, and family activities, finding time – let alone headspace – for your finances can feel impossible. From managing bonuses, planning for tax, building investments, or simply getting things in order, we have the expertise you need.
As a female-led advisory, we work with women managing significant financial decisions who want to feel confident their money supports their goals. Whether you’ve come through a major life change or have always taken the reins, we offer clear, considered advice. You’ve done the hard work, it’s time to make sure your money does too.
Through our sister business, Ageing with Grace, we guide families through the Aged Care process. From understanding costs, funding options to managing Centrelink and navigating the system, we’re here to help you feel confident and supported every step of the way. You don’t have to figure it out on your own. Let’s work together.
Book an initial chat with one of our financial advisers to discuss your current situation and your hopes & dreams for the future
When aged care becomes part of your family’s story, the financial and emotional load can feel overwhelming. We’re here to guide you through with education, compassion and an experienced hand.
In partnership with our sister business, Ageing With Grace, we’ll help you to:
Whether planning ahead or facing urgent decisions, we’ll support you to make choices that protect dignity and provide peace of mind.
This is a ‘getting to know you’ session for both parties. We only work with clients who we believe we can truly add value and will trust us to do so. We’ll discuss your hopes, goals, and circumstances as well as our financial planning philosophy and process. We encourage you to ask any questions about financial planning in general, and Story Wealth in particular.
In addition to your two completed questionnaires, the more information you can bring to this meeting the more effective our advice will be. Ideally you will bring a list of your assets and obligations, your budget, and other relevant financial statements (eg. Superannuation statements, insurance documents, investment details, etc.)
Your first appointment will take up to 1.5 hours as it forms the basis for your understanding of who we are and what we offer, and our understanding of what you want and whether we can add value.
Other fees include:
The Ongoing Advice Service Agreement (sent out after you agree to proceed with your plan) will outline and explain the specific services we will provide during the year.
All of our financial advisers are members of the Financial Advice Association Australia (FAAA) and are bound by a code of ethics and high professional standards over and above that required by law.
Whether your vision is clear or a little vague, we’ll help you with the financial plans to make it happen, just the way you want it.
Not quite ready for a chat, but have a few questions?
Or you’re a current client with a few queries?
Send a message our way.
We welcome all feedback.
Simply complete the form below and we’ll endeavour to come back to you within one business day.
