Your wealth, your story –
We’re here to help you write it.

Because a secure future is the best story you can write.

Sara, Lisa and Kimberley from Story Group

Feel secure about tomorrow, today.

Feel confident in your financial future
Know your family is protected if life throws a curveball
Trust that your retirement savings will go the distance
Navigate insurance policies and investment options with ease
Make the most of your hard-earned wealth
Make informed financial choices every step of the way

*Please note: while we specialise in life, health, and disability insurance, we don’t provide advice on home, car, or contents insurance.

Our Services.

Life throws curveballs, and you deserve peace of mind no matter what comes your way. We’ll help you navigate the insurance options that keep you covered when it counts, so you can keep your story moving forward.

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Insurance Advice

KiwiSaver isn’t a savings account; it’s your future wrapped up in one little package. We’ll match your KiwiSaver choices to your goals, stage of life, and big dreams for tomorrow.

Ready to take control?

Book a free consultation
Tell us about you
Get a personalised plan
Move forward with confidence

Our Story.

We (Lisa & Kimberley) started Story Group because we’ve been where you are—navigating big financial decisions while juggling everything else life throws at you.

We get that money talk can feel overwhelming, but it doesn’t have to be. We help Kiwis protect their future with clear, no-nonsense advice on insurance, KiwiSaver, and investing. No jargon. No pressure. Just real conversations to help you make confident choices.

Our Story

We invest in your story so you can invest in your future.

Why Us.

Small Enough To Care. 
We don’t rely on generic solutions or automated calculators. With us, you’ll always talk to a real person who listens to your goals, digs into the details, and creates a plan that fits your story perfectly.

Clarity Without The Jargon.
Forget the confusing financial talk. We make everything simple and clear, so you can confidently make decisions that work for your story.

Relentlessly Committed.
We don’t stop until we find what works best for you. Every question answered, every detail considered—because your peace of mind is our priority.

Not Ready Yet?

Join our email list for expert tips on insurance, KiwiSaver, and investing—plus real-life insights, common mistakes to avoid, and practical steps to help you feel confident about your future.

Stories we’ve help protect.

Charlotte Senior

“Story Group recently helped my husband and me set up our personal insurance. As a young married couple, we had been avoiding getting insurance for a while, but Kimberley made the entire process surprisingly pleasant. It was our first time navigating personal insurance, and Kimberley patiently answered all of our questions, ensuring we fully understood everything.

She took the time to recommend the most suitable solution for our lifestyle, budget, and risk tolerance, and she always responded promptly. It’s a huge relief to have someone we trust handling our insurance. We highly recommend Kimberley and Story Group for any insurance needs.”
Jaime Neighbours

“Kim has provided insurance for me for over the last 6 years. She makes sure you knows her clients and requirements really well and works with you to get the best outcome. Not long after taking out insurance we needed to make a significant claim. While dealing with a stressful health situation Kim took care of the whole claim and made it as seamless as possible. Would strongly recommend her for insurance!”
Dion Steere

“We engaged Kim several years ago regarding our life insurance. She was very helpful and knowledgeable when it came to what policies were the best for us. Couldn’t recommend Kim and her friendly team enough!”
Katie Simpkins

“Ross and Sara have been amazing to deal with. They helped me get a claim approved in a very short time frame just before Christmas. They're awesome.”
Annalise Smit

“Story are amazing! We found them so helpful, relaxed and relatable. They are great at what they do. Would highly recommend.”
Rachel Robertson

“I recently had the pleasure of working again with Kimberley Stevenson and the team from Story. If you're thinking about taking a fresh look at your financial situation including all things Insurance and Investment then these ladies are amazing. I love that there is no pressure to make any change or lock anything in unless you have found exactly what fits your needs, which these fabulous ladies will guide you and support you on. The whole process was relaxed and friendly and I felt so secure and at ease with my decision, A++!”
Emma Scally

“Kim explained everything I needed to know to me and made my insurance decisions much easier. I had no idea, so I’m glad I got her help!”
Walt Abell

“I found the folks at Story Financial to be really helpful with my Hospitalisation insurance. Sara in particular was very knowledgeable about the system and guided me through the process. What's more, she made the effort to check on how things were going both before and after my operation.”
Ryan K

“Really impressed with Story Financial Group, they sorted our insurance required and explained everything in plain English that we could follow easily for putting the right policy's in place, not ones we didn't need. Highly recommend.”