Take control of your financial future.
You’ve worked hard to build a life you’re proud of, and you deserve peace of mind about your financial future. Navigating Insurance, KiwiSaver, and Financial Planning can be daunting—get the right advice to make informed decisions and protect your tomorrow, today.
Let us help you with –
Choose the right KiwiSaver fund for your goals, from buying your first home to retirement. The appropriate fund can significantly boost your savings when it matters most.
Secure your income, health, and loved ones against the unexpected. The right insurance offers financial safety in case of illness, injury, or income disruptions.
Invest wisely with expert guidance tailored to your needs. A clear strategy helps grow wealth over time while minimising risks and securing your financial future.
Looking for home, car, or contents insurance advice? We can refer you to one of our trusted partners.
Why Us.
We invest in your story so you can invest in your future.
Small Enough To Care.
We don’t do generic solutions or automated calculators. Our service costs you nothing—but gives you real, personalised advice from someone who listens, understands your goals, and tailors a plan that fits your story perfectly.
Clarity Without The Jargon.
Forget the confusing financial talk. We make everything simple and clear, so you can confidently make decisions that work for your story.
Relentlessly Committed.
We don’t stop until we find what works best for you. Every question answered, every detail considered—because your peace of mind is our priority.
Your story, your goals, your future. Let’s plan for it.
Our Story.
We’re Lisa & Kimberley, and we know firsthand how overwhelming financial decisions can feel. There’s a lot of noise out there—complicated policies, conflicting advice, and the constant worry of getting it wrong.
That’s exactly why we started Story Group. People deserve clear, practical advice on insurance, KiwiSaver, and investing—without the jargon, the hard sell, or the confusion. Just real conversations that help you make the right choices for your life.
Stories we’ve help protect.