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…
Jess Bell
Financial Planner
It is rewarding meeting clients as wonderful as we have and making a positive difference in their lives…
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
Adviser Assistant
As a member of the client services team at Story Wealth, my goal is to ensure that the advice that…