Story Wealth Management

Excellent, professional and well worth the investment for my future – Thank you to Jess Bell at Story Wealth for helping me set up my investment strategies for the future. Jess has been very patient with me when I have asked lots of questions and spent time with me running through the different investments to ensure I have a understanding of my portfolio. I feel very safe in the hands of Story Wealth and know that at any time, I can pick up the phone and get assistance with my investments. I highly recommend Jess, Anne and the team to anyone needing to plan for the future.

Ethical and honest – Like many soon-to-be retirees coping with the complexities of applying for the aged pension and working out what to do with super, I was at my wit's end. Kara Treeby spent a lot of time with me analyzing my needs and expected outcomes and life circumstances. She was highly personable, kind, and reassuring. Between us, we clarified my position. And in the end, she pointed out the avenues that I should take that didn't include the need to pay for a financial adviser. In this, she was totally ethical as so many financial advisers would have had me paying thousands. I had been told by a friend that uses Story Wealth that this is an ethical firm, and my experience seems to confirm this.