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.
Reviewing options for budget management or optimising cashflow is an important component in any strategic financial plan.
Appropriate control of your budget helps you to understand your obligations and how to best direct your income meet your financial commitments and address your financial aspirations including:
Management of expenses
Wealth accumulation
Providing for your family’s needs
Reducing debt
Minimising taxation liabilities
We have extensive experience working with clients to ensure that their efforts are translated into growth and financial security via tax-effectively structuring cashflow and wealth creation plans.
For those clients who have retired or are nearing retirement, we can assist in developing strategies to generate cashflow for lifestyle income needs. This can include generating income via a diversified investment portfolio, accessing Centrelink benefits and/or utilising superannuation benefits in a tax effective manner. Where appropriate, consideration is also given to allowing access to capital for additional spending requirements.
