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.
financial planning melbourne, financial adviser melbourne, financial advice melbourne
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Kara Treeby

Kara Treeby

Director/Senior 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/Senior Financial Planner

Financial Planning is all about creating a better future: for myself and my family, my clients, and our world...

Sarah Leslie

Director/Senior Financial Planner

Be honest: You don’t work hard simply to pay the mortgage. We all like to fix our savings targets a little higher...

Kara Treeby

Director/Senior Financial Planner

Why is it that some people achieve great financial success whilst others will struggle? From a very young age...

Jessica Cooke

Associate Adviser

At Story Wealth Management we work with clients to help them manage all aspects of their financial...

Ryan Lissimore

Associate Adviser

I have been working in financial planning since 2014 and have a background in accounting...

Rebecca Pratt

Compliance & Governance Manager

Working at Story Wealth is a positive challenge for me because we are always striving to make things...

Jessica Linton

Client Relationship Manager

I am always working to exceed client expectations to ensure our clients can achieve their goals...

Jacqui Carter

Client Relationship Manager

My role as a Client Relationship Manager means I am the first point of contact for our current...

Hayden Gray

Client Services Manager

As a member of the client services team at Story Wealth, my goal is to ensure that the advice that...