Meet the Team
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Kimberley Stevenson
Director / Financial Adviser
Personal Risk, KiwiSaver and Investments.
Kimberley is partner to Stuart and Mum to two little rascals, Marshall (6) and Heidi (3).
After working in Business Development and Sales based roles for 10+ years, Kimberley decided to make the change to Financial Advice in 2017 and has never looked back.
Kimberley was drawn to the industry after seeing her father who was an adviser work closely with a client to ensure a life claim was paid. The thought of being able to provide advice that could potentially help secure someone's future and/or ease stress at a tough time was what got her sold.
Most of Kimberley’s free time is spent with her kids however, she enjoys outdoors, going to a HIIT class, catching up with friends or family for dinner and drinks, or relaxing with a good book (or binging a terrible TV show to zone out).
Kimberley is passionate about helping people and is always happy to catch up for a coffee and a chat!
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Lisa Goss
Director / Financial Adviser
Personal Risk.
Lisa is a mum of two, Maddie (7) and Max (4), managing the craziness that life with young kids brings, with her husband Jeff.
Lisa joined the industry in 2020 with her Dad, who has nearly 20 years experience in the insurance industry, and continues to be an adviser and mentor within Story. Lisa understands that Personal Risk Insurance can be a tough topic for a lot of people, and one of those 'too hard basket' life admin jobs. But after seeing the impact a claim can have on a client's life, she is determined to educate people on the importance of getting covered.
Financial Stability and Growth is something she also feels very strongly about, which is why Financial Education is a key focus of the Story Group mission.
Recently, Lisa has found herself (freezing) on the sidelines of the hockey turf and football field as Saturday morning sport is in full swing. She would prefer to be sipping a good coffee, shopping, crafting up something with the kids or hanging out with her family.
Lisa is always going above and beyond for her clients and loves a coffee catch up.
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Sara O'Neill
Client Relationship & Operations Manager
Sara is a Mum to two Kids, Willow (4) and Bowie (18 months) with another babe on the way. She and her Fiancé’ AJ also have two dogs - Axel and Luna (one is fully blind, and the other is far too energetic).
Sara made her way into the financial services industry over 6 years ago after growing up idolising her Mum who was a Financial Adviser for 14+ years.
When she isn’t wrangling her two kids, two dogs and often disobedient hubby, you will find her in the kitchen food prepping or in the vegetable garden tending to her more obedient babies.
Her interests include getting lost in a great book, blasting some loud music, and walking in the fresh air. Sara gets her kicks by learning about natural health and all things Eastern Medicine, along with discovering more about the human body and health in general.
Sara loves working with clients and supporting them through their insurance claims and is always keen for a chat!
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Ross Fowler
Financial Adviser
Personal Risk.
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Ross is an award-winning, leading Financial Adviser who is committed to offering genuine, honest and straight-forward advice.
With over 17 years of experience, he consistently secures the very best insurance solutions for his clients. He specialises in advice for small and medium sized businesses. His philosophy for excellent client service is working only with top quality companies and pushing them to get the best long-term result for you. He has won numerous awards, including Insurance Market Adviser of the Year 2017/18 and 2018/19.
When he isn’t working, he can be found looking after one of his 5 grandchildren or trying his luck on the golf course.
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