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
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.
“Endurance is everything – in running and in life.”

Sarah Leslie – CFP® AACS

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

Jessica Cooke – CFP® AACS

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

Rebecca Pratt – AdvDipJus

Compliance & Operations Manager
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.

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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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Step Five

Implementation

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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.