The ultimate objective is to ensure our clients have peace of mind and that ‘sleep at night’ factor. Knowing the role we play in our clients lives to achieve this is really rewarding.
Financial Planning is more than numbers on a page, it’s about your life goals and how you will achieve them. Money is a means to an end and really only a small part of the big picture.
I am a Financial Planner here at Story Wealth and have been with the firm since May 2015. I hold a Graduate Diploma in Financial Planning and a Bachelor of Commerce majoring in Financial Planning. I am part way through my Master of Financial Planning and Certified Financial Planner® certification.