What is the phone number Story Wealth Management Pty Ltd 📱?
(03) 8560 3188
What Clients Are Saying Story Wealth Management Pty Ltd (GG)
5 /5 Kit Haselden: I always get great financial advice from Kara Treeby and Sarah Leslie. Most recently I took out income protect insurance with them. I highly recommend Story Wealth Management.
5 /5 Dianne Becker: Thank you to Jess Bell at Story Wealth for helping me set up my investment strategies for the future. Jess has been very patient with me when I have asked lots of questions and spent time with me running through the different investments to ensure I have a understanding of my portfolio. I feel very safe in the hands of Story Wealth and know that at any time, I can pick up the phone and get assistance with my investments. I highly recommend Jess, Anne and the team to anyone needing to plan for the future.
5 /5 Naomi Alletson: Anne ‘s authenticity shines through with every conversation we have. Anne is such an inspiration in the financial planning profession, always striving for everyday Australians to have access to affordable advice.
5 /5 Viv Kane: Weve been using Kara and Sarah from Story Wealth for several years, and have recommended them to numerous others, including our son. They are thorough, practical, and most importantly focused on the purpose of financial management. A great team
5 /5 Silvia Kennett: Great people, deep knowledge and extremely helpful always!
Julie Hurrell Outstanding outcome exceeding our expectations! From the outset Sam presented as knowledgeable about the local market and the current real-estate climate. We appreciated his no-nonsense and relaxed interpersonal style, which enable us to trust and feel confident in his approach to the sale of our property.
During the sale we were in regular communication with Sam and the team and felt they were all extremely professional and respected us throughout the process.
Sam delivered an outstanding outcome exceeding our expectations and in a very short time frame.
We would not hesitate to use Crowders again in the future and would highly recommend Sam and the team for the sale of your property.
Thank you Sam, Narelle and Crystal.
Anthony Hakim Highly recommended Fin Me they have been great to work with. They have offered great support and advice with our loans and finance. We have been very happy with our broker Ankur,
he provides good communication and advice throughout the process with ongoing support. Every experience has been stress free