Kara Treeby

Kara Treeby Email and Phone Number

Director and Senior Financial Planner @ Story Wealth Management
Melbourne, VIC, AU
Kara Treeby's Location
Greater Melbourne Area, Australia
Kara Treeby's Contact Details

Kara Treeby personal email

n/a
About Kara Treeby

As a dedicated financial planner specialising in retirement, I guide my clients through one of life’s most significant transitions with empathy, insight, and a holistic approach. I’m passionate about helping individuals "age with grace" by crafting personalised financial strategies that not only secure their future but also enrich their lives today.With over 15 years of experience, I’ve developed a unique approach to financial planning—one that goes beyond the numbers. I understand that financial security is deeply personal and that each client’s journey is distinct. That’s why I take the time to listen, understand, and align my strategies with your values, goals, and aspirations. Together, we create a roadmap that addresses your financial needs while honouring the life you’ve built and the legacy you wish to leave behind.What sets me apart is my commitment to holistic planning. I believe that retirement isn’t just about ensuring your money lasts; it’s about ensuring your life flourishes. My approach integrates all aspects of financial well-being—from investments and estate planning to health care and lifestyle considerations—so that every decision you make is informed, intentional, and aligned with your vision of a fulfilling future.My clients are those who seek more than just financial advice; they seek a partner who understands the nuances of aging gracefully, with dignity and purpose. Whether you’re navigating the complexities of retirement, managing life’s transitions, or planning for the next chapter, I’m here to provide guidance that is as thoughtful as it is strategic.Throughout my career, I’ve been privileged to witness the profound impact of well-crafted financial plans on my clients’ lives. It’s these moments—when a client realises they can retire with confidence, knowing they’ve secured not just their future, but also their present—that drive me to do what I do.If you’re ready to explore how a tailored, compassionate approach to financial planning can help you embrace your future with confidence, I invite you to connect with me. Let’s start a conversation about how we can work together to design a financial plan that supports your vision of aging with grace.

Kara Treeby's Current Company Details
Story Wealth Management

Story Wealth Management

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Director and Senior Financial Planner
Melbourne, VIC, AU
Kara Treeby Work Experience Details
  • Story Wealth Management
    Director And Senior Financial Planner
    Story Wealth Management
    Melbourne, Vic, Au
  • Story Wealth Management
    Director / Senior Financial Planner
    Story Wealth Management Apr 2017 - Present
    Hawthorn, Victoria, Australia
  • Thinc Wealth
    Managing Director / Financial Planner
    Thinc Wealth Oct 2008 - Mar 2017
    Helping professionals and business owners design and live a life they love through financial planning.
  • Oamps Financial Management
    Client Service Manager
    Oamps Financial Management Sep 2006 - Dec 2008
    Responsible for managing the Financial Planning division including Advisers and support staff. Implemented new workflow systems and a successful client service program.

Kara Treeby Skills

Wealth Superannuation Strategic Financial Planning Wealth Management Income Protection Small Business Portfolio Management Cash Flow Insurance Personal Finance Wealth Accumulation Financial Advisory Strategy Finance Relationship Management Retirement Planning Management Financial Planning Strategic Advice Financial Planners Investments Investment Strategies Financial Services Retirement

Kara Treeby Education Details

Frequently Asked Questions about Kara Treeby

What company does Kara Treeby work for?

Kara Treeby works for Story Wealth Management

What is Kara Treeby's role at the current company?

Kara Treeby's current role is Director and Senior Financial Planner.

What is Kara Treeby's email address?

Kara Treeby's email address is ka****@****.com.au

What schools did Kara Treeby attend?

Kara Treeby attended Rmit University, Finsia.

What skills is Kara Treeby known for?

Kara Treeby has skills like Wealth, Superannuation, Strategic Financial Planning, Wealth Management, Income Protection, Small Business, Portfolio Management, Cash Flow, Insurance, Personal Finance, Wealth Accumulation, Financial Advisory.

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