Story Wealth Management

Story Wealth Management

Story Wealth Management launched in 2016, founded in Melbourne's eastern suburbs by Anne Graham after a career spanning institutional advice roles. The practice emerged in the aftermath of Australia's Financial System Inquiry, which accelerated a shift away from conflicted, product-embedded advice models toward independent, fee-for-service financial planning. Graham positioned the firm to serve private clients — professionals, executives, and families — who need long-term strategic advice on superannuation, tax-effective investing, retirement transition, and estate planning. The firm's advice methodology centers on goals-based planning with explicit cash-flow modeling, covering asset allocation across Australian equities, listed property, fixed income, and managed portfolios. Story Wealth does not manufacture its own products. It acts as an intermediary between clients and platform providers, constructing portfolios from third-party managed funds, ETFs, and direct securities. This posture avoids the vertical integration that drew regulatory scrutiny to Australia's major bank-aligned wealth divisions during the Hayne Royal Commission, making independence a core structural proposition. Story Wealth operates from Hawthorn East, a single-office footprint serving metropolitan Melbourne clients predominantly. The firm's scale is small by industry standards — consistent with a boutique advice practice — and it does not publish a headcount or funds-under-advice figure. There are no disclosed associated entities, adjacent real-asset arms, or philanthropic vehicles operating under the brand, placing the firm squarely in the owner-operator advice segment that dominates Australia's fragmented financial planning landscape. Graham has retained a privately held, single-principal structure since founding — a governance model that concentrates both client relationship and investment committee authority under one decision-maker. For retail clients and high-net-worth individuals who value long-term continuity with a named adviser, this architecture offers stability; the succession risk inherent in that model remains unaddressed publicly, representing the single most important structural question for the firm's next decade.