Story Wealth

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. 🌎

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.” ❤️ 🐾

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.

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

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.

10/05/2026

Today we celebrate the mums, grandmothers, mother figures and women who have made our lives better in so many ways.

We’re also thinking of those holding their mums in memory today, and sending love to anyone whose mum is no longer here, but never far from their heart.

However today looks for you, we hope it brings love, gratitude and beautiful memories.

Happy Mother’s Day. ♥️

08/05/2026

Self-managed doesn't always mean self-simplified.

A Self-Managed Super Fund can sound appealing because it puts you in the driver’s seat. More control. More choice. More flexibility.

However....An SMSF is a structure.

It's not automatically a better strategy.
And it definitely does not remove complexity.

For some people, it can be the right fit.

For others, it becomes a self-mangled super fund with admin, compliance and decision-making pressure they never really wanted.

The better question is not, “Can I do it myself?”
It's, “Why do I want this structure in the first place?”

Because if what you really want is choice in investments, there may be ways to achieve that without taking on the full headache.

07/05/2026

More and more women are seeking financial advice as a general course of action in life, not only at life's transitions like separation, inheritance, or career changes.

Story Wealth's Kara Treeby shares with the Australian Financial Review the shift they are seeing every day at Story Wealth.

Financial advice is about understanding your position, knowing your options, and making informed decisions.

But as Story Wealth client Sabina Robertson explains in this article, it's about working with a female adviser that truely understands what she wants in life - beyond monetary value - and helping her to achieve it.

Women are increasingly part of wealth planning and seeking advice with a female perspective, but only one-fifth of the profession are women.

04/05/2026

Meet Kara!

As Principal Financial Adviser at Story Wealth, Kara brings together strategy, intuition and empathy to help people feel clearer about where they are and where they are heading.

Having run her own business from a young age and worked with hundreds of clients over the years, she understands that financial decisions are rarely only about numbers. They're often tied to life’s bigger transitions, hopes and possibilities.

Kara’s approach is practical yet imaginative, helping clients turn a vision for their future into a plan that feels achievable and aligned to the life they want to live.

That creativity carries through in her love of home renovation and decorating. Kara believes, “Creativity is reimagining what exists and designing what could be.”

02/05/2026

Where does your heart desire to be? 🌏

Exploring faraway places, making new memories, and experiencing more of the world is a dream many people hold close.

With sound financial advice, travel can move from wishful thinking to something more tangible, a goal with structure, intention, and a date to work towards.

Because when your finances are aligned with the life you want to live, those faraway lands can feel a whole lot closer.

What year will this be your story?