Story Wealth

Story Wealth We give you the confidence to write the next chapter of your story! We specialise in helping our clients achieve their retirement goals - whatever they may be.

So give us a call and let us help you achieve your dream. Growing and Protecting Your Wealth | Ensuring Your Peace of Mind | A Strategic Approach to ALL Your Financial Affairs

Story Wealth Management provides a personal and comprehensive approach to your finances that covers every aspect of your financial wellbeing to ensure your comfort today, and your security tomorrow.

Meet Hayden. ☕Behind every great advice experience is someone making sure the details are taken care of.As Story Wealth'...
24/06/2026

Meet Hayden. ☕

Behind every great advice experience is someone making sure the details are taken care of.

As Story Wealth's Client Relationship Manager, Hayden plays a key role in bringing advice to life. From implementation and administration to research and coordination with professional partners, he helps ensure everything runs smoothly behind the scenes.

With a background in both Financial Planning and Accounting, Hayden enjoys contributing to a team that helps clients turn long-term goals into practical action.

And when it comes to staying focused? Let's just say strong coffee is usually involved. ☕

At Story Wealth, client relationships are never transactional.Clients are people we come to know deeply. Their plans. Th...
19/06/2026

At Story Wealth, client relationships are never transactional.

Clients are people we come to know deeply. Their plans. Their goals. Their families. Their milestones. Their worries. Their next chapters.

A client recently shared these words with Kara:

“We especially wanted to express our gratitude to you for everything you have done for us so efficiently to send us off on our trip, worry free. Your attention to detail and your calm, methodical manner with which you solve our problems is very much appreciated by us. If we get our heads across the technology, we will send you a photo or two of Malta.”

This is the relational side of financial advice.

The care behind the strategy.
The trust behind the decisions.
The work behind the scenes so people achieve lifelong goals.

It's why we absolutely love what we do.

Many families make aged care decisions based on the options they know.Not the options that are available.For example...I...
15/06/2026

Many families make aged care decisions based on the options they know.

Not the options that are available.

For example...

If someone is receiving a Home Care Package, they may be able to use part of that funding for approved home modifications, equipment or services that help them stay safe at home for longer.

That could change the entire conversation.

It's one of the reasons we created our dedicated aged care arm and launched Ageing with Grace Advisory.

We help families understand what's available, what questions to ask and can even act of your behalf.

Sometimes, the right option is there.
You just need someone to help you find it.

Meet Jess. 🎸When it comes to financial advice, Jess is all about helping clients make informed decisions and feel confid...
12/06/2026

Meet Jess. 🎸

When it comes to financial advice, Jess is all about helping clients make informed decisions and feel confident about the path ahead.

She loves being part of your journey, whether that's navigating a major life change, reaching a financial milestone, or simply helping you feel more in control of the future.

With a background in customer service and a passion for clear communication, Jess brings a thoughtful and approachable style to every client relationship.

But there is another side to Jess...

Away from the office, she's a rocker at heart. Think Iron Maiden, classic rock albums and music turned up loud.

Because while financial strategies take quiet and careful planning, rock music is a different story. 🎶

I know what I want my future to look like.Not every detail.Not every twist and turn.But I know how I want to feel.Confid...
09/06/2026

I know what I want my future to look like.

Not every detail.
Not every twist and turn.

But I know how I want to feel.

Confident in my decisions.
Comfortable in my choices.
Free to say yes to the things I want and no to the things I don't.

Financial advice is not about handing your decisions to someone else.

It's about having a trusted person beside you while you make them.

As a female-led advice practice, we understand that many women are looking for a collaborative relationship. One where questions are welcomed, options are explored and decisions remain firmly in their hands.

That's the difference.

Where in the world?Travel is often one of the clearest signs of how people are feeling about the future.Recent ABS data ...
28/05/2026

Where in the world?

Travel is often one of the clearest signs of how people are feeling about the future.

Recent ABS data shows Australians are continuing to travel overseas with departures up 12.8% compared to a year ago. From a market perspective, that's good data!

Travel brings together many moving parts - global confidence, currency, oil prices, airline capacity, destination trends and personal planning.

It's also a reminder that lifestyle goals are part of the financial picture.

The question is not simply where do you want to go.

It's also how do we help you plan well enough to really enjoy it when you get there. 🌎

Let’s meet Shaun. 👋Shaun brings a broad depth of experience to his role as Senior Financial Adviser at Story Wealth.His ...
28/05/2026

Let’s meet Shaun. 👋

Shaun brings a broad depth of experience to his role as Senior Financial Adviser at Story Wealth.

His career has included paraplanning, associate advising, leading teams, and working closely with high net worth clients, giving him a strong understanding of both the technical and personal sides of advice.

For Shaun, it's about making a genuine difference in people’s lives, through complex decisions, difficult seasons and important milestones.

And outside of work, there's Fitz, his loyal sidekick and important part of life.

As Shaun says, “Life is always better with Fitz by my side.” ❤️ 🐾

Providing a deeper level of support starts with paying attention.The life stage someone is in. The decisions coming up. ...
24/05/2026

Providing a deeper level of support starts with paying attention.

The life stage someone is in.
The decisions coming up.
The pressure points they’re feeling.
The opportunities they may not have considered yet.

Your financial adviser should be a steady place to come back to as life changes.

A place to ask questions, test ideas, make sense of options and move with more confidence.

That’s the kind of relationship-led advice we believe in at Story Wealth.

Federal Budget headlines are fading.But the practical questions continue.Not about the announcements themselves, but wha...
21/05/2026

Federal Budget headlines are fading.

But the practical questions continue.

Not about the announcements themselves, but what they now mean in the context of individual financial plans.

At Story Wealth, we know a financial plan is not built around one Budget night.

It’s built around your life, with the flexibility to adjust.

If you have questions, we’re here to help you work through them.

If you’re interested in attending a live online Q&A session, we’d love you to register your interest, share your preferred time, and let us know any questions or topics you’d like us to cover.

Register here 👉 https://loom.ly/cRRiQ0o

Meet Ryan. 👋Ryan is a Financial Adviser at Story Wealth, with a background in accounting and a strong foundation in unde...
18/05/2026

Meet Ryan. 👋

Ryan is a Financial Adviser at Story Wealth, with a background in accounting and a strong foundation in understanding the numbers behind good financial decision-making.

But for Ryan, advice doesn't stop and start with the numbers.

It’s about building trusted, ongoing relationships, understanding what clients are working towards, and helping them create strategies that support both life now and the future they’re planning for.

And outside of work? He has a great passion for basketball - the game reflects many of the qualities he brings to advice: focus, teamwork and momentum.

Address

Suite 1, 191 Riversdale Road
Hawthorn, VIC
3122

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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