Services Offered – Specialist Services
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
page-template-default,page,page-id-18117,page-child,parent-pageid-13721,bridge-core-3.1.7,qode-page-transition-enabled,ajax_fade,page_not_loaded,,qode-theme-ver-30.4.2,qode-theme-bridge,qode_header_in_grid,wpb-js-composer js-comp-ver-7.6,vc_responsive

Services Offered – Specialist Services

Specialist Services

As our lives have become more complicated, the need for a greater number of professional services has arisen. As your financial partner, we ensure all aspects of your financial affairs are covered, either through our highly-skilled team at Story Wealth or through a personalised referral to a provider we know and trust. At Story Wealth Management, we are fortunate to have close working relationships with a network of professionals including:

  • Accountants
  • Lawyers
  • Stockbrokers
  • Finance Brokers
  • Lenders
  • Aged Care Placement Consultants
  • Estate Planning Specialists

To save you time, ensure a smooth transition and make sure everyone is acting towards the same goal, we are more than happy to act as your intermediary with these service providers.