Be in charge of your story.
This quick self-check will help you spot strengths, blind spots, and the next best steps for your financial health.
From your KiwiSaver and insurance to day-to-day money management and longer-term planning, it’s a simple way to see where you stand today, and what you can do next to strengthen your tomorrow.
Take control of your financial health with our free Financial Pulse Check.
Get to know us.
We’re Kimberley and Lisa, founders of Story Group. Your finances should give you clarity, not stress and that starts with a conversation.
Book a call with us and we’ll help you take charge of your story, making sure you’ve got the right protection and planning in place for whatever comes next.
We can help you with –
Choose and optimise the right fund for your goals, whether that’s buying your first home or building retirement security.
KiwiSaver Advice
Protect your income, health, and loved ones against the unexpected, with cover that works when you need it most.
Insurance Advice
Build a clear strategy for today and tomorrow, growing wealth while minimising risk.
Financial Planning
This is your chance to start shaping the next chapter of your financial story. We’ll talk through where you are today and highlight the areas that may need more attention.
By the end of the call, you’ll have a clearer picture of your strengths, any gaps holding you back, and the practical steps you can take to move forward with confidence.
This call will give you tools to be in charge of your story, today and tomorrow.
Already know you want expert advice?
Not ready to talk yet?
Start with the Financial Pulse Check, a quick self-assessment to spot your strengths, blind spots, and next steps across KiwiSaver, insurance, and future planning.
It’s free, simple, and comes with no obligations. Just a few minutes to check your financial pulse and see how your story is shaping up.
Take control of your financial health with our free Financial Pulse Check.