Our Story.
We give you peace of mind today while helping you plan for tomorrow. Founded by Lisa and Kimberley, Story Group was built on a foundation of trust, integrity, and a drive to help Kiwis secure a better future.
Insurance is at the heart of what we do because life doesn’t always go to plan. From protecting your income to securing your family’s future, we make sure you have the right cover when it matters most.
Sorting insurance, KiwiSaver, or investing can feel like a headache—we make it easy. No jargon, no fluff, just clear, relatable advice tailored to you.
It’s about financial security, peace of mind today, and a plan for tomorrow. Wherever life takes you, we’ll be right there every step of the way.
Meet the team who’s dedicated to guiding you every step of the way.
Your partners.
Kimberley Stevenson
Director / Financial Adviser
Personal Risk, KiwiSaver and Investments.
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Kimberley loves nothing more than helping people protect what matters most and feel confident about their financial future.
With expertise in Personal Risk Protection, Financial Planning, and KiwiSaver Advice, her approach is all about keeping things personal, practical, and easy to understand. She fell in love with this industry watching her dad, and the people she's met along the way have only deepened that - for Kimberley, good advice isn't about products, it's about people. She helps clients see the whole picture: growing their wealth through KiwiSaver and investments, while making sure the right insurance cover protects everything they've worked for.
As a mum to Marshall and Heidi, and partner to Stuart, Kimberley knows how important it is to have a solid plan in place for your family.
Outside of work, you'll often find her keeping strong and fit at the gym, out fishing and soaking up the outdoors with the family, or catching up with friends over great food and wine.
For Kimberley, it's all about finding balance - something she loves helping her clients achieve, too.
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Lisa knows life gets busy—between running after her two kids, Maddie and Max, and managing the chaos with her husband Jeff, she understands how easy it is to put things like Personal Risk Insurance in the “too-hard” basket.
But for Lisa, it’s personal. After seeing firsthand how a claim can change a client’s life, she’s passionate about educating people on the importance of being covered. Insurance might not be the most exciting topic, but Lisa makes it easy to understand and even easier to prioritise.
Lisa is also deeply committed to helping Kiwis achieve financial stability and growth. For her, financial planning isn’t just about the numbers—it’s about empowering people to reach their goals with confidence and clarity. That’s why financial education is such a core focus of what Story Group stands for.
When she’s not working with clients or crafting tailored strategies, you’ll find Lisa enjoying time with her family, exploring the outdoors, or diving into her latest DIY project at home.
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Ross is an award-winning, leading Financial Adviser who is committed to offering genuine, honest and straight-forward advice.
With 20 years of experience, he consistently secures the very best insurance solutions for his clients. He specialises in advice for small and medium sized businesses. His philosophy for excellent client service is working only with top quality companies and pushing them to get the best long-term result for you. He has won numerous awards, including Insurance Market Adviser of the Year 2017/18 and 2018/19.
When he isn’t working, he can be found looking after one of his 5 grandchildren or trying his luck on the golf course.
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With nine years’ experience in financial services, Sara specialises in Insurance and KiwiSaver advice.
Inspired to follow in her mum’s footsteps as a financial adviser, Sara is passionate about helping people protect what they’ve worked hard for and plan for the future. Known for her friendly, down-to-earth approach, she takes the time to understand each client’s needs, explain things clearly and provide practical advice tailored to their specific goals.
Whether it’s reviewing insurance cover, putting the right protection in place or making the most of KiwiSaver, Sara’s focus is on giving clients clarity, confidence and peace of mind.
Outside of work, Sara is a mum to three children – Willow, Bowie and Ivy. She enjoys board games with her fiancé, AJ, cooking without a recipe and getting lost in a good psychological thriller novel.
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Amanda is a mum to two energetic children, Jack and Sadie and wife to Andrew. Family is at the heart of everything she does.
With 18 years of experience in the insurance industry, Amanda is passionate about helping people protect what matters most to them. One of the most rewarding parts of her role is seeing the difference insurance can make during some of life's most challenging times. Building genuine relationships and helping others are values that are important to her both personally and professionally.
Outside of work Amanda loves spending time with her children, making memories, reading, spending time with family and friends, and being involved in her local community.
Our Values.
No Judgement.
Your goals are unique, and we’re here to support them. We’re here to listen first—no judgement, no assumptions—so we can help you make decisions that feel right for you.
Keeping It Real.
You deserve clarity, not financial jargon. We believe in straightforward, honest conversations with people who genuinely care about helping you succeed. Because at the end of the day, you’re more than a number—you’re part of our story.
Building Enduring Relationships.
Your financial journey is just that: a journey. From your first home to your retirement dreams, we’re here for every chapter, growing and adapting alongside you as your life evolves. With us, you’ve got a partner for the long haul.
Excellence in Everything We Do.
You deserve a team that’s always one step ahead. We stay on top of industry changes and continually improve our processes so we can offer a that evolves with the times—and with you.
Our Vision.
No one’s story is the same, so why should financial advice be one-size-fits-all? We’re here to make things clear, practical, and tailored to you—because every family, every goal, and every chapter deserves a plan that actually works.
For many, family is at the heart of it all. That’s why we focus on more than just protection—we help set you and your loved ones up for a secure, thriving future.
It’s why Kiwis trust us to have their backs through every stage of life.
