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

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

You work hard and have built a life you’re proud of. 
You deserve to feel confident about your future and secure in your financial decisions. Imagine a plan that gives you clarity, peace of mind, and the freedom to focus on what matters most.

Sara, Lisa and Kimberley from Story Group
  • 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

Feel secure about tomorrow, today.

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

We’re your partners in every chapter.

Let’s get you back to being the author with advice that’s built around your life, your goals, and your story.

Our Services.

A secure future is the foundation of a great story. We’ll help you protect your wealth and help it grow.

Man and young child fishing in boat
Man and woman holding hand

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

Protect your future, secure your present.

Your KiwiSaver, your future – invest wisely.

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.

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KiwiSaver Advice

Financial planning that puts you in control.

Ready to grow your wealth? With us, you’ll get a financial plan that’s as ambitious as you are. Let’s build a future that’s in sync with your goals because, here, your priorities are always our top priority.

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Managed Funds

Young girls playing in tree house in backyard
Group of friends enjoying dining out with wine

Our Story.

Your life is a story—and every chapter deserves a plan that supports it. We’re here to help you protect what matters, grow your wealth, and plan for the future you’ve always imagined.

We (Lisa + Kimberley) started Story Group because we’ve been where you are—navigating life’s big decisions while juggling everything else. We know how overwhelming financial planning can feel, and that’s why we’re dedicated to making it personal, empowering, and, above all, clear.

For us, it’s not just about insurance, KiwiSaver, or managed funds—it’s about your story. We’ll take the time to listen, understand your goals, and create a plan that works for your life, your family, and your dreams — it’s about helping you feel confident and secure in every chapter.

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.

Your story, your goals, your future. 


Let’s plan for it.

Book a free consultation, and let’s start crafting your financial story together.


man holding young child

Stories we’ve help protect.

See what we’re talking about.