Story Wealth Management | Services Offered
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.
financial planning melbourne, financial adviser melbourne, financial advice melbourne
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Services Offered

Story Wealth Management

A Comprehensive Approach that Provides the Security and Growth You Need

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.

Our Services Include:

Asset Allocation Advice

The asset allocation of your portfolio determines the returns you can achieve and the level of risk you will face. Appropriate asset allocation will help you grow your wealth, control risk, and minimise tax and the exact allocation depends on your personal objective and stage of life. Asset allocation should be reviewed regularly and should reflect your current circumstances.

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Budgeting and Cashflow

Budgeting and cashflow management are an essential part of any wealth creation plan. We work closely with clients to ensure that their budget helps them provide for their family’s existing needs, minimise tax obligations, set aside money for investment and wealth creation, and reduce debt. Our clients are astonished at the impact budget and cashflow management has on their wealth accumulation.

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Investment Portfolio Management

We believe that our clients should be able to access their investment reports and performance data easily and we encourage you to monitor performance and ask questions at any time. Your investment reports including rate-of-return and transaction data are securely stored online and you can access them from your client portal whenever you choose. Our goal is to help clients make informed decisions.

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Superannuation Strategies

Although the government’s superannuation regulations change rapidly, investing in superannuation is one of the most reliable and effective ways of providing for your retirement. We help you understand the risks and benefits of your strategy and advice you how best to manage your superannuation portfolio to minimise tax, maximise returns, and avoid the harsh penalties which non-compliance incurs.

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Self-Managed Super Funds (SMSF)

These are becoming an increasingly popular choice for investors who want more control and flexibility over their superannuation investments. There are many rules concerning SMSFs designed to protect your assets and ensure your retirement. It is important to discuss this option with an experienced and qualified financial planner to determine whether it is the most beneficial choice for your circumstances.

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Tax Planning

Properly structured, tax-effective investment strategies make a significant difference to your net wealth. It is important that your tax planning takes place in the context of your overall objectives and it is worth discussing this with both your accountant and your financial planner to maximise your long-term growth. There are many potential options you can pursue depending on your individual position.

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Wealth Creation

circumstances and goals. Your personalised wealth creation strategy will include a roadmap for all aspects of your financial future and will ensure that you can look forward to a comfortable retirement without experiencing hardship along the way. We will help you maximise returns,minimise tax, and protect yourself and your family.

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Risk Management Insurance

Your wealth creation plan is based on the assumption that you will stay healthy and live to a certain age. Risk insurance ensures that you can continue to meet your financial goals even if you are unable to work due to accident or illness, and that your family is taken care of as well. We’ve all seen the impact of injury, illness, or death on others’ circumstances and we encourage our clients to protect against this.

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Retirement Planning

Planning for your retirement reduces the anxiety around whether you will have enough to live comfortably and still enjoy doing the things you love after you retire. There are many aspects to consider in your planning including timing, access to government assistance, tax and superannuation implications and much more. We will help alleviate your worries and plan for all contingencies.

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Estate Planning

A good estate plan will ensure that ownership and control of your assets passes to your intended beneficiaries, that taxes are minimised, and that everything is handled efficiently. Your estate planning is affected by many life events and involves much more than simply having a valid will. We will advise you on this matter and ensure that your assets are passed on without complication.

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Specialist Services

Over the years Sigma Wealth has developed strong ties with a range of specialists whom we respect and are happy to refer to our clients. In the event that you require the services of other professionals we would be delighted to make a recommendation to one of our trusted advisors.

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Testimonials