Sarah Leslie

Story Wealth Management Pty Ltd

Gold
19 Yrs Experience
Hawthorn, VIC 3122

Be honest: You don’t work hard simply to pay the mortgage. We all like to fix our savings targets a little higher, whether that’s a round-the-world trip, the classic car you’ve always longed for, or a bottle of vintage Grange.

There’s nothing wrong with dreaming about ticking off your bucket list – but not at the expense of long-term financial stability.

With sound advice, however, you can achieve your life goals AND your financial security – and that’s where I can help, delivering easy-to-understand solutions.

As one of the directors and senior financial planners at Story Wealth Management, I specialise in helping high-achieving professionals and business owners to pursue their bucket list.

My motto is ‘Live for today, provide for tomorrow’ and that has helped hundreds of entrepreneurs, corporate escapees, consultants and other professionals to live a lifestyle that is valuable and meaningful for them, whilst also ensuring their long-term financial security.

With more than 24 years’ experience in financial planning, my specialist expertise includes Retirement Advice, Estate Planning, Self-Managed Superannuation Funds, and Wealth Management and Creation.

I place great importance on establishing long-term professional relationships with my clients, who appreciate the value of my advice.

With me by their side year by year, my clients can confidently start ticking off their bucket list whilst knowing that their financial position is in safe hands.

Expertise

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
My fees
Get in touch

After our initial meeting you will be presented with an overview of your situation, the expected outcomes from working with me and a proposal of the expected fees. I'm a firm believer in there not being any surprises and feel it's important for you to be clear what you are paying and the value and services you will receive for those fees.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 4
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Story Wealth Management Pty Ltd

Suite 1, 191 Riversdale Road
Hawthorn, VIC 3122

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Swm (Aust) Pty Ltd

AFSL 515107