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.
Planning for a successful retirement encompasses a broad range of issues. For the majority of our clients key themes will be financial security, sufficient income for your desired lifestyle expenses. Additionally, access to capital for holidays, updating the car or helping out the grandkids, and peace of mind may be important to you.
With many of our clients either retired or close to retirement, your personal adviser can provide you with expert advice and answer some of the questions you may have:
Will my current investments be enough to cover my retirement needs?
What level of capital do I need to maintain my current standard of living?
Can I afford early retirement?
What is the best way for me to achieve my retirement goals?
How do I take advantage of all the superannuation tax benefits available to me?
How do I minimise tax?
What Centrelink or other Government benefits are available?
How do I manage risk?
We understand that impending retirement can often create uncertainty, concern and stress. For those who have spent an entire career building a business, fulfilling the expectations of a professional vocation or providing for your family, retirement can seem like the great unknown. However it will often be an incredible time of fulfillment, enjoyment, adventure, community involvement and family. The dreams are yours.
Our planning process has been specifically designed to help you understand the options available, and to help you prioritise your goals and address your concerns. We will help you develop and implement appropriate strategies to:
Provide for your income needs
Properly structure your investments
Manage the risk of inflation on your portfolio or running out of money
Minimise current and future tax liabilities and,
Help with the transfer of your wealth to future generations of your family.
As a trusted advisor we are committed to helping you manage your financial strategies throughout your retirement. We will help to ensure that if your needs do change, or if the legislative environment changes, you have the peace of mind that you have the best possible strategies in place.