Unexpected illness, accidents, or life events can quickly shift your financial position, but they don’t have to completely derail your dreams.
Our insurance and risk protection advisers take a personal approach to guard you from setbacks and ensure your goals remain achievable even during uncertain times.
We’ve experienced life’s challenges, and it can be confronting. Knowing where to turn makes all the difference.
At Story Wealth we take the time to understand your circumstances, priorities, dreams, debts, and how you want to protect what’s important to you. Our number one goal is to create a safety net that fits with your life.
From income protection through to trauma cover, we help you put the relevant protection in place so you can live comfortably and confidently, knowing you’re prepared for what may come.
Having a detailed understanding of your situation is critical when designing insurance policies that prevent you from being over or under insured.
We get to know your situation first – family responsibilities, lifestyle preferences, and financial commitments. We build protection around you with transparency, genuine care and understanding.
Insurance should not be a ‘set and forget’ – tailored cover means it evolves with your life to ensure you’ll be protected now and in the future.
Some of the common questions we can answer for you:
~ Sarah & Kara
Every one of our client’s stories is unique, and protecting it requires a truly caring, insightful, and thoughtful approach.
Whether you’re researching protection options for the first time or have been a client with us for years, we review life, TPD, trauma, and income protection regularly to ensure your family, assets, and future are secure.
As responsibilities shift, your protection should too. We gain a deep understanding of your expectations, what drives your decisions today and what you want to achieve tomorrow.
Our advisers partner with you to create tailored insurance and risk protection planning that:
None of us have a crystal ball – life can change quickly, and we want to ensure you’re prepared.
Whether your vision is clear or a little vague, we’ll help you with the financial plans to make it happen, just the way you want it.
Not quite ready for a chat, but have a few questions?
Or you’re a current client with a few queries?
Send a message our way.
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