Take control of your financial future.

Feel secure about tomorrow, today.

Feel secure knowing what matters most is protected—your family, your future, and your financial wellbeing.

Turn your hard-earned money into lasting security and opportunity—with a plan that actually works for you.

Make confident financial decisions with expert guidance that takes the guesswork out of insurance, KiwiSaver, and investing.

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

Your wealth, your story.

Most people don’t know what they need, what’s worth paying for, or where to start. That’s why getting advice matters.

Make sure your income, health, and loved ones are protected if something unexpected happens.

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Insurance Advice

Get into the right fund for your goals, whether it’s buying your first home or preparing for retirement.

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KiwiSaver Advice

Get Advice

Invest wisely with expert guidance on what’s right for you.

Ready to take control?

If you’re not sure whether your current setup is working for you, a quick review could save you thousands in the long run.

Start by answering a few quick questions. In 24 hours, you’ll have a clear recommendation on your next steps—no pressure, no strings attached, just straightforward guidance.

Make a start

Why people put this off— and why it’s worth doing now.

Financial planning is easy to ignore—until it’s not. Insurance matters when the unexpected happens, KiwiSaver becomes urgent as retirement nears, and investing feels confusing without the right guidance. The right decisions today can make all the difference tomorrow.

Investing with a clear strategy can help grow wealth over time, without taking unnecessary risks

Choosing the right KiwiSaver fund could mean thousands more when you need it most

The right insurance means financial security if illness, injury, or unexpected events disrupt your income

Get Advice

But small decisions now make a huge difference later.

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.

Getting started is simple.

In just a minute, you’ll have a simple way forward. Answer a few quick questions, and within 24 hours, you’ll get a personalised recommendation with clear, actionable steps—no pressure, no guesswork, just the guidance you need to move ahead with confidence.

Get a personalised plan

Our Story.

We’re Lisa & Kimberley, and we know firsthand how overwhelming financial decisions can feel. There’s a lot of noise out there—complicated policies, conflicting advice, and the constant worry of getting it wrong.

That’s exactly why we started Story Group. People deserve clear, practical advice on insurance, KiwiSaver, and investing—without the jargon, the hard sell, or the confusion. Just real conversations that help you make the right choices for your life.

If you’re ready for advice that actually makes sense, let’s get started.

Learn More About Our Story

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.”