Our Story.
We give you peace of mind today while helping you plan for tomorrow. Founded by Lisa and Kimberley, Story Group was built on a foundation of trust, integrity, and a drive to help Kiwis secure a better future.
Insurance is at the heart of what we do because life doesn’t always go to plan. From protecting your income to securing your family’s future, we make sure you have the right cover when it matters most.
Sorting insurance, KiwiSaver, or investing can feel like a headache—we make it easy. No jargon, no fluff, just clear, relatable advice tailored to you.
It’s about financial security, peace of mind today, and a plan for tomorrow. Wherever life takes you, we’ll be right there every step of the way.
Meet the team who’s dedicated to guiding you every step of the way.
Your partners.
Kimberley Stevenson
Director / Financial Adviser
Personal Risk, KiwiSaver and Investments.
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Kimberley loves nothing more than helping people protect what matters most and feel confident about their financial future. With expertise in Personal Risk Protection, Financial Planning, and KiwiSaver Advice, Kimberley’s approach is all about keeping things personal, practical, and easy to understand.
As a mum to Marshall and Heidi, and partner to Stuart, Kimberley knows how important it is to have a solid plan in place for your family. That’s why she’s passionate about helping clients navigate the sometimes-overwhelming world of insurance and financial planning, ensuring they feel supported at every step.
Outside of work, you’ll often find Kimberley at a group fitness class, enjoying a dance party with the kids, catching up with friends over great food and wine, or soaking up the outdoors with her family. For Kimberley, it’s all about finding balance—something she loves helping her clients achieve, too.
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Lisa knows life gets busy—between running after her two kids, Maddie (7) and Max (4), and managing the chaos with her husband Jeff, she understands how easy it is to put things like Personal Risk Insurance in the “too-hard” basket.
But for Lisa, it’s personal. After seeing firsthand how a claim can change a client’s life, she’s passionate about educating people on the importance of being covered. Insurance might not be the most exciting topic, but Lisa makes it easy to understand and even easier to prioritise.
Lisa is also deeply committed to helping Kiwis achieve financial stability and growth. For her, financial planning isn’t just about the numbers—it’s about empowering people to reach their goals with confidence and clarity. That’s why financial education is such a core focus of what Story Group stands for.
When she’s not working with clients or crafting tailored strategies, you’ll find Lisa enjoying time with her family, exploring the outdoors, or diving into her latest DIY project at home.
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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 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.
Our Values.
No Judgement.
Your goals are unique, and we’re here to support them. We’re here to listen first—no judgement, no assumptions—so we can help you make decisions that feel right for you.
Keeping It Real.
You deserve clarity, not financial jargon. We believe in straightforward, honest conversations with people who genuinely care about helping you succeed. Because at the end of the day, you’re more than a number—you’re part of our story.
Building Enduring Relationships.
Your financial journey is just that: a journey. From your first home to your retirement dreams, we’re here for every chapter, growing and adapting alongside you as your life evolves. With us, you’ve got a partner for the long haul.
Excellence in Everything We Do.
You deserve a team that’s always one step ahead. We stay on top of industry changes and continually improve our processes so we can offer a that evolves with the times—and with you.
Our Vision.
No one’s story is the same, so why should financial advice be one-size-fits-all? We’re here to make things clear, practical, and tailored to you—because every family, every goal, and every chapter deserves a plan that actually works.
For many, family is at the heart of it all. That’s why we focus on more than just protection—we help set you and your loved ones up for a secure, thriving future.
It’s why Kiwis trust us to have their backs through every stage of life.
