Take control of your financial future.
Youβve worked hard to build a life youβre proud of, and you deserve peace of mind about your financial future. Navigating Insurance, KiwiSaver, and Financial Planning can be dauntingβget the right advice to make informed decisions and protect your tomorrow, today.
Let us help you with β
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.β¨
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.β¨
Why Us.
We invest in your story so you can invest in your future.
Small Enough To Care.β¨
We donβt do generic solutions or automated calculators. Our service costs you nothingβbut 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 donβt stop until we find what works best for you. Every question answered, every detail consideredβbecause your peace of mind is our priority.
Your story, your goals, your future. β¨Letβs plan for it.
Our Story.
Weβre Lisa & Kimberley, and we know firsthand how overwhelming financial decisions can feel. Thereβs a lot of noise out thereβcomplicated policies, conflicting advice, and the constant worry of getting it wrong.
Thatβs exactly why we started Story Group. People deserve clear, practical advice on insurance, KiwiSaver, and investingβwithout the jargon, the hard sell, or the confusion. Just real conversations that help you make the right choices for your life.
Take control of your financial health with our free Financial Pulse Check.
Stories weβve help protect.