Story Wealth
Financial Services • 
Melbourne, Victoria, Australia • 1-10 Employees
Company overview
| Headquarters | Suite 1, 191 Riversdale Road, Hawthorn, Vic 3122, AU |
| Phone number | +6185603188 |
| Website | |
| NAICS | 52 |
| Keywords | Superannuation, Retirement Planning, Self Managed Super Funds, Investment And Portfolio Management, Aged Care Advice |
| Founded | 2016 |
| Employees | 1-10 |
| Socials |
Key Contacts at Story Wealth
Sarah Leslie
Director/Senior Financial Adviser
Kara Treeby
Director / Senior Financial Planner
Story Wealth Email Formats
Story Wealth uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@storywealth.com.au), used 63.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@storywealth.com.au | 63.6% |
{first name}.{last name} | john.doe@storywealth.com.au | 36.4% |
About Story Wealth
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.
Story Wealth revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Story Wealth has 9 employees across 4 departments.
Departments
Number of employees
Funding Data
Story Wealth has never raised funding before.
Story Wealth Tech Stack
Discover the technologies and tools that power Story Wealth's digital infrastructure, from frameworks to analytics platforms.
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Programming languages
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Appointment scheduling
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Frequently asked questions
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