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.
Our team specialises in financial planning for young professionals seeking to create investment portfolios and accumulate wealth.
As with all our advisory services, a comprehensive wealth creation strategy begins with a confidential discussion to review your circumstances and outline some of the options available you.
Once we have agreed to work together, the first step is to help you develop goals and objectives to determine your vision for your financial future. You can then expect us to provide you with a personalised and ongoing advice service that is targeted to your wealth creation goals.
Your personal, experienced advisor will help guide and inform you to take full advantage of your opportunities and address questions such as:
What is the best way to structure my investments to reduce tax?
How do I take advantage of superannuation to save for retirement?
Should I borrow to invest? And if so, how?
How do I reduce debt more quickly?
How can I protect my growing level of assets?
The best strategy will be determined by your objectives and concerns, your required investment returns, current asset and income base, amount of capital or surplus income available, acceptance of risk, liquidity needs, family relationships and values. Some options may include:
