Brand profile · Financial Services

Story Wealth

Story Wealth runs a Financial Services operation from Hawthorn, Vic. Ownership is privately held; it publishes at storywealth.com.au. It holds one address on record, all in Australia. The record counts 10 people. Tagged superannuation, self managed super funds and aged care advice. The record links nine similar brands, most of them in Financial Services.

Profile live Privately Held Founded 2016 1 office country

Key facts

Counted staff
10
self-reported 2–10 band
Founded
2016
10 years
Legal entities
None matched
Office countries
1
1 address
Funding rounds
None on record
Company type
Privately Held
self-reported
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Description

We give you the confidence to take control of your life and write the next chapter in YOUR story.

Story Wealth Management provides a comprehensive approach to your finances that covers every aspect of your financial planning to ensure your comfort today, and your security tomorrow.

As highly qualified and experienced Financial Planners, we never take a cookie-cutter approach because we know that a custom designed financial plan is different for everyone. We don't have a cookie-cutter approach to your financial management, we have a process.

We look at your unique circumstances and apply our proven financial matrix to develop a strategy that meets your goals and ensures your future no matter what the government or economy may do.

Specialties

All 5 specialties
  • Superannuation
  • Retirement Planning
  • Investment and Portfolio Management
  • Self Managed Super Funds
  • Aged Care Advice

Locations

Country footprint

Offices in 1 countryCountry footprint: 1 country, primary AU. Codes: AU.1 countryprimary AUAU
Show as table · Offices in 1 country
Offices in 1 country
Countries1
Primary countryAU

All codes: AU

Addresses

  • AUSuite 1, 191 Riversdale Road; Hawthorn, Vic 3122Primary

Grid intelligence Members

Spending power

TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.

Spending power

Signals & hiring

Hiring, headcount and registry-change signals, streamed to members.

Latest signal
Hiring activity
Headcount trend

Financials

Registry-filed capital and financial indicators, standardised by TheGrid.

Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss

People & contacts

4 employee profiles on record · names withheld.

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FAQ

How many people work at Story Wealth?

The record holds 10 counted staff profiles at January 2026, inside the self-reported 2–10 band.

Where does Story Wealth have offices?

One address on record, Australia only. Primary: Suite 1, 191 Riversdale Road, Hawthorn, Vic 3122.

Has Story Wealth raised funding?

None linked to this brand.

What does Story Wealth list as its specialties?

Five tags on the brand's own list, among them superannuation, self managed super funds and aged care advice.

Which companies are listed alongside Story Wealth?

6 profiles list Story Wealth as a peer. It lists ten peers of its own. Ageing With Grace Advisory and APW Partners | Australian Private Wealth | Your trusted wealth advisers list it back.

What is Story Wealth's website?