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.
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.
Sarah is well researched and therefore instills great confidence in her ability to provide advice on a range of financial matters.
Sarah is a people person with strong expertise. Ocasionally she and I have been let down by her support.
I can highly recommend Sarah. She has managed my Super for many years all the way through to my recent retirement. She has always been friendly, courteous and knowledgeable, and the initial target we aimed for at the beginning has been achieved. I look forward to the years ahead as Sarah guides me though my liesure years, content with the knowledge my wealth is safe and working for me.
Sarah's friendly and personable approach makes us feel she is truly looking after our interests. She has a wealth of knowledge behind her advice which she is able to communicate in layman's terms. She can always be relied upon to follow up enquiries and relay relevant information. We have complete trust that Sarah gives us advice which will be for our benefit.
- Adviser status Gold
- Number of reviews 4
- First year providing advice 2003
- Years of experience 20
- Certified Financial Planner (CFP)
Story Wealth Management Pty LtdSuite 1, 191 Riversdale Road
Hawthorn, VIC 3122
- 8:30am – 5:00pm Monday – Friday
- In person
- Video call
Swm (Aust) Pty Ltd