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
Sarah Leslie – CFP® AACS
Financial Adviser & Accredited Aged Care Specialist
Jessica Cooke – CFP® AACS
Financial Adviser & Accredited Aged Care Specialist
Rebecca Pratt – AdvDipJus
Compliance & Operations Manager
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.