About Us
Navigating Aged Care, Together
The Ageing with Grace team brings deep experience in aged care, advocacy and later-life planning, with a strong commitment to dignity, independence and choice.
We support older people and their families to navigate decisions thoughtfully, understand their options, and ensure wishes are heard and respected at every stage.
Your Ageing with Grace Team
Kara Treeby – CFP® AACS
Financial Adviser & Accredited Aged Care Specialist
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Aged care decisions are rarely simple, but they don’t have to feel overwhelming.
My focus is on guiding families with clarity and compassion, creating space for calm, informed decision-making during what can be a deeply emotional time. My role is about more than numbers, it’s about preserving dignity, reducing stress, and helping families navigate aged care transitions with confidence and peace of mind.
Sarah Leslie – CFP® AACS
Financial Adviser & Accredited Aged Care Specialist
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Every family’s aged care journey is different, but all require guidance they can trust.
I help clients feel supported and understood as they face life’s changes, bringing structure and calm to conversations that can otherwise feel uncertain. My approach is rooted in empathy, balancing long-term financial outcomes with the immediate need for clarity and reassurance. I believe in walking alongside families, helping them make confident decisions.
Jessica Cooke – CFP® AACS
Financial Adviser & Accredited Aged Care Specialist
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When families are navigating aged care, the support they need goes beyond advice.
They need patience, empathy, and practical clarity. I take the time to listen, explain and guide, helping clients feel at ease with the decisions ahead. My background blends financial expertise with strong client service, allowing me to provide tailored support that’s thoughtful and thorough.
Rebecca Pratt – AdvDipJus
Compliance & Operations Manager
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Behind every good advice process is a foundation of solid systems, thoughtful governance, and careful compliance.
I make sure those structures are in place so our advisers can focus fully on clients and their families. While I don’t meet with clients directly, I take pride in knowing the work I do supports the delivery of high-quality, compassionate advice. It’s about ensuring everything runs smoothly, so families receive care and guidance they can truly rely on.Our Approach
Story Wealth, with our award-winning team of financial planners combines a wealth of financial and market knowledge, extensive experience, and a genuine interest and concern for our clients to help you achieve your financial goals and outcomes.
Knowing You
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Discovery
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Engagement
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Advice
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Implementation
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Review
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Start Now!
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What Are My Options?
If you’re feeling overwhelmed, confused or frustrated about what to do when you or someone you love needs a greater level of care, you’re not alone.
Our experienced Aged Care Specialists are here to help.
Achieve your Financial Goals through Story Wealth
While Ageing with Grace assists you in navigating the Aged Care process, our team of financial advisers at Story Wealth can support your medium to long term financial goals.
This is about living the life you’ve always dreamed, with a strategic personalised financial plan.
Exploring Options?
Choose a time that suits to talk through your options.