Story Wealth

02/09/2026

“We want to help the kids.”

It’s a conversation we hear often.

A house deposit. Help with the grandkids. A financial leg-up now rather than an inheritance later.

Then comes the important question:

➡️ How much can we comfortably give without changing our own future?

Generosity and good planning can absolutely sit alongside each other.

The key is understanding what saying yes today means for all the years still ahead.

30/08/2026

I thought retirement was still several years away.

Until I started talking to Story Wealth about what I actually wanted those years to look like.

Travel. More time with family. Less time working. The freedom to say yes more often.

And then the hunger kicked in. I want this NOW!

The conversation shifted from “When should I retire?” to “Could I do this sooner?”

Really good advice from really good advisers can take the thought of retirement from a vague idea to a detailed plan.

And once your mind shifts, believe me, EVERYTHING CHANGES! In a really good way.

The dream becomes a plan.

The plan becomes achievable.

The achievable becomes reality.

Get the advice. Start today.

25/08/2026

💡 THE DISCOVERY 💡

You don't need to arrive at your first meeting knowing exactly what you need.

You don't need to have every document perfectly organised.

And you certainly don't need to have the financial solution figured out.

That’s our job.

We start by listening.

💬 To the story so far.
💬 What’s happening now.
💬 What you’re thinking about.
💬 And what has brought you through our door.

The advice comes after we understand the person or people it needs to work hard for.

Like to have a chat? 👉 https://loom.ly/XU5FC40

21/08/2026

Generally, people don't wake up saying, "I'll get financial advice today".

Usually, something has happened.

🛟 Dad passed away.
🛟 Mum needs care.
🛟 A redundancy offer landed.
🛟 The business sold.
🛟 The kids asked for help.
🛟 Retirement suddenly felt very close.

And you're right in the middle of some very important decisions.

These moments are also a good reminder of why starting the conversation earlier can be so valuable.

Because when you already understand your position, your options and the direction you’re heading, you have more room to make considered decisions when life takes an unexpected turn.

Good planning gives you choices before they become urgent.

18/08/2026

Rates are on hold. The conversation isn't.

The RBA has left the cash rate unchanged at 4.35%, following three increases earlier this year.

Where rates go next? That conversation continues.

But good financial planning shouldn’t depend on getting every market call right.

It needs to keep working when rates rise, fall, markets wobble or life itself changes direction.

So perhaps the better question isn’t:

“What will the RBA do next?”

It’s:

“Does our plan still work if it changes?”

07/08/2026

We echo the thoughts of this, from our sister business Ageing With Grace Advisory. Thank you for caring. ♥️

The care when I’m not there.

For every son, daughter, partner or family member, this is one of the greatest gifts an aged care employee can provide.

They are there when we cannot be.

They notice the small changes. They offer comfort on difficult days. They bring patience, warmth and dignity to the everyday moments.

And behind every moment of care is a wider team who quietly ensure everything comes together.

Because of you all, we can return to work, go home, sleep at night or simply take a breath, knowing that someone we love is safe, supported and not alone.

That trust is enormous, and so is the responsibility you carry.

Today, on Aged Care Employee Day, we thank every person who cares for the people we love, especially when we cannot be there ourselves.

Thank you for caring. 🤎

31/07/2026

For many families there's one person who becomes the 'project manager of ageing' when caring for older or sick parents. They organise everything from medical appointments, to talking to service providers, to keeping family members up to date.

They're often carrying much of the emotional load that at times can feel overwhelming. This scenario is commonly referred to as 'the oldest daughter effect'. Being a female-led advisory firm, we empathise with the depth of emotions this can bring.

Story Wealth Principal Financial Adviser, Sarah Leslie, explains in this article published today in the APAC Financial Services Review, that this may be the missing link in intergenerational wealth planning for your family.

Take a read here 👉 https://loom.ly/tc89gvw

We often think intergenerational wealth transfer begins when assets...

30/07/2026

Dear John and Trish Junior,

We know you’re waiting for the road ahead to feel clearer.

You’ll get financial advice when the mortgage is smaller. When the kids cost less. When work settles down. When you’ve saved more and life feels a little less busy.

But the road is rarely straight and clear.

There will be detours, unexpected costs, career changes, family responsibilities and plans that shift along the way.

So here’s what we wish you’d known:

You don’t need to see the whole road before you start planning the journey.

Getting advice earlier wouldn’t have given us every answer. It would have helped us make better decisions at each twist and turn, understand what was possible and feel more confident about where we were heading.

When we finally did seek advice, our first thought was:

Why did we wait so long?

Love,
John and Trish Senior

If you could send one piece of advice back to your younger self, what would it be?

28/07/2026

🇨🇳 The Great Wall of China.
🦒 An African safari.
🏝️ Taking the whole family on one unforgettable holiday.
🥳 Retiring early enough to enjoy the plans you’ve been talking about for years.

A bucket list is the fun part. Making it happen takes preparation, design and discipline.

That’s why we sometimes describe ourselves as your bucket list project managers.

We help put structure around the life you want, work out what it will take financially, set priorities and keep the plan moving.

The goal is never a financial plan sitting in a folder.

It’s seeing more of your life list become real.

With absolutely no money or time limitation, what would be on your bucket list?

23/07/2026

As we get older, movement becomes less about pushing harder and more about keeping life flexible... in more ways than one!

Yoga and Pilates are on the rise for older Australians, and for good reason.

Both can help support:

⭐️ Strength and flexibility
⭐️ Balance and stability
⭐️ Posture and joint mobility
⭐️ Stress management and mental wellbeing
⭐️ Social connection through regular classes

All of this can make a huge difference to the everyday things we want to keep doing, from travelling and gardening to getting down on the floor with the grandchildren.

Planning for the future isn’t only about the dollars and cents.

It’s about looking after the body that will take you there.