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Merging and Succession
Story Wealth Management are a boutique firm, with an award winning team of highly-skilled financial planners, and a close-knit support team based in Hawthorn. We are united in our concern for our clients’ financial wellbeing, and a desire to help them create the life they want.
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Merging and Succession

19 Jan Merging and Succession

Posted at 09:16h in News and Announcements by
2 Likes

Two planning businesses – one with two principals going through maternity leave and caring for young children and another with two principals looking to start thinking of retirement in the next 5-10 years, decided that their differences make them perfect partners for a merger. The result was Story Wealth Management.