Kara Treeby

Your Future. Your Wealth. Your Story.

I’ve always believed that great financial advice isn’t just about money. It’s about people, their stories, and the life they want to create. At Story Wealth, we help people make confident, informed decisions through some of life’s biggest transitions — whether that’s preparing for retirement, navigating aged care for a loved one, or finding financial direction after change.

Our approach is personal, considered, and grounded in real connection. We take the time to understand what truly matters — your goals, your values, your family, and the vision you have for the years ahead. From there, we design practical and meaningful strategies that align your wealth with your life.

I’ve been providing financial advice for more than 20 years, and started my own business at 24. Those experiences taught me that clarity and compassion are just as important as technical skill. I’m known for helping clients feel calm and supported as they navigate big decisions, creating space for them to move forward with confidence and peace of mind.

As a Certified Financial Planner and Accredited Aged Care Specialist, I’m committed to delivering advice that’s ethical, transparent, and focused on long-term wellbeing.

The most rewarding part of my work is seeing people shift from uncertainty to empowerment — when they finally feel organised, informed, and free to live the life they’ve imagined.