Be honest: You don’t work hard simply to pay the mortgage. We all like to fix our savings targets a little higher, whether that’s a round-the-world trip, the classic car you’ve always longed for, or a bottle of vintage Grange.
There’s nothing wrong with dreaming about ticking off your bucket list – but not at the expense of long-term financial stability.
With sound advice, however, you can achieve your life goals AND your financial security – and that’s where I can help, delivering easy-to-understand solutions.
As one of the directors and senior financial planners at Story Wealth Management, I specialise in helping high-achieving professionals and business owners to pursue their bucket list.
My motto is ‘Live for today, provide for tomorrow’ and that has helped hundreds of entrepreneurs, corporate escapees, consultants and other professionals to live a lifestyle that is valuable and meaningful for them, whilst also ensuring their long-term financial security.
With almost 20 years’ experience in financial planning, I specialise in Retirement Advice, Estate Planning, Self-Managed Superannuation Funds, and Wealth Management and Creation.
I place great importance on establishing long-term professional relationships with my clients, who appreciate the value of my advice. With me by your side year by year, my clients can confidently start ticking off their bucket list whilst knowing that their financial position is in safe hands.