Story Wealth Management | 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.
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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.