Story Wealth Management | Kara Treeby
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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Kara Treeby

Kara Treeby

Director/Financial Planner

Why is it that some people achieve great financial success whilst others will struggle? From a very young age, I was determined to find answers to questions like this so I decided to explore financial planning as a career and have never looked back.

Having worked in my own business from the age of 24, I have not only provided valuable financial advice to hundreds of clients, but importantly, I have observed and identified the underlying behaviours and beliefs which have directly resulted in the status of their financial position.

There are so many things we want to do in our lifetime but for many of us it takes a tragedy to kick us into gear to do something about it, to really start living. I view financial planning from a different perspective, focussing on the outcome and what value it will bring to a person’s life.

I believe anyone can achieve their goals, or tick off their ‘bucket list’ with preparation, design and discipline to get it right.

Anne Graham

CEO / Financial Planner

David Graham

CIO / Financial Planner

Sarah Leslie

Director/Financial Planner

Trudy Fitchett

Senior Paraplanner

Jessica Cooke

Paraplanner

Phillip Van

Analyst

Jess Byrnes

Planner Support Officer

Rebecca Pratt

Project Manager