Story Financial Group Ltd

Story Financial Group Ltd offers expert financial advice and insurance services in Christchurch. With years of experience, we deliver tailored financial solutions for individuals and families. We specialise in providing risk protection and health insurance in a professional and welcoming environment. Our focus is on helping Kiwis protect what matters most with expert insurance, KiwiSaver, and investment advice.

WHO WE ARE:

• We are a team of experienced financial advisors dedicated to providing personalised service and expert guidance.
• Our values are built around clarity, commitment, and care, ensuring our clients receive the best possible advice and support.
• Our approach is centred on understanding our clients’ unique stories and goals, allowing us to create tailored plans that fit their needs.

WHAT WE DO:

• We provide expert insurance advice, helping clients secure their income, health, and loved ones against the unexpected.
• We offer KiwiSaver advice, assisting clients in choosing the right fund for their goals, whether it’s buying their first home or planning for retirement.
• We deliver comprehensive financial planning, investing wisely with expert guidance tailored to our clients’ needs and goals.

WHY CHOOSE US:

• We offer personalised advice and service, taking the time to understand our clients’ unique stories and goals.
• We provide clarity without the jargon, making complex financial concepts simple and easy to understand.
• We are relentlessly committed to finding the best solutions for our clients, prioritising their peace of mind and financial well-being.

FAQ
1. What types of insurance do you offer?
We offer a range of insurance services, including health insurance, income protection, and life insurance, all designed to provide financial protection and peace of mind for our clients.

2. How do you help clients with KiwiSaver?
We assist clients in choosing the right KiwiSaver fund for their goals, whether it’s buying their first home, planning for retirement, or simply growing their savings over time.

3. What is involved in your financial planning process?
Our financial planning process involves understanding our clients’ unique stories and goals, creating a tailored plan that fits their needs, and providing ongoing support and guidance to help them achieve their objectives.