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.
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