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

“Creativity is reimagining what exists and designing what could be.”

Kara Treeby – CFP® AACS

Financial Adviser & Accredited Aged Care Specialist
“Endurance is everything – in running and in life.”

Sarah Leslie – CFP® AACS

Financial Adviser & Accredited Aged Care Specialist
“A rocker at heart - the louder the music, the better.”

Jessica Cooke – CFP® AACS

Financial Adviser & Accredited Aged Care Specialist
“Travel brings me experiences more valuable than things."

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.

1
Step One

Knowing You

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2
Step Two

Discovery

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3
Step Three

Engagement

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4
Step Four

Advice

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5
Step Five

Implementation

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6
Step Six

Review

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7
Get in Touch

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. 

Is Your Need Urgent?

If your situation feels urgent, we’re here to help.

Exploring Options?

Choose a time that suits to talk through your options.

Feedback Form

We welcome all feedback.

Simply complete the form below and we’ll endeavour to come back to you within one business day.