Story Wealth Management Pty Ltd

Welcome to Story Wealth Management Pty Ltd, located at 191 Riversdale Road in Hawthorn, Australia. As a trusted institution in the fields of accounting, establishment, finance, and a point of interest, we are dedicated to helping you take control of your life and write the next chapter in your story.

Retirement can be a daunting prospect, filled with questions about financial stability and where the next pay cheque will come from. At Story Wealth, we understand these concerns and are here to provide you with the confidence and peace of mind you need.

What sets us apart as the right financial planner for you is our commitment to personalized service. We recognize that each individual's financial plan is unique, and we take the time to understand your specific circumstances, including your age, income, assets, and aspirations. Using our proven financial matrix, we develop a tailored strategy that aligns with your goals and ensures a secure future, regardless of what the government or the economy may do.

Our team of highly qualified and experienced Financial Planners has been recognized with awards for our exceptional work. We take pride in helping our clients achieve their financial goals and enjoy the lifestyle they deserve. Whether you prefer a hands-off approach or want to be involved in every step of the process, we adapt to your needs. However, we believe it's important for our clients to have a comprehensive understanding of our recommendations and how they will help you achieve your desired outcomes.

During these challenging times, such as the Covid-19 pandemic, we remain committed to keeping you updated and reassured about your financial situation. We recently hosted a webinar where we shared valuable information, and we appreciate your contribution in making it a success. Our Senior Financial Planner, David Graham, is known for his pleasant and enjoyable presentation style, making it easier for our clients to engage and understand complex financial concepts.

Don't just take our word for it - hear from one of our satisfied clients: "Over many years, those who sought to advise me regarding my finances invariably tried to impose their own ideas. Anne was recommended to me by my accountant, and she took the time to understand my goals and provided the advice to achieve them. As a result, I was able to retire last year in circumstances that I would never have achieved without her guidance. She truly listened to what was important to me and helped me achieve it."

We are excited to be a part of your financial journey and invite you to explore our services and contact us for a consultation. Together, we can create a financial plan that empowers you to live the life you've always dreamed of.