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0.25 Client Care & Practice
0.25 Technical Competence
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0.25 Professionalism and Ethics

In this episode, Rocksy is joined by Kara Treeby and Sarah Leslie from Story Wealth. They share how they built and evolved Story Wealth and Ageing with Grace into a specialist, intergenerational and aged‑care focused advice business, while navigating the GFC, raising families, structuring their partnership, and using process, tech, and deep empathy to support clients and their advisers through complex later‑life decisions.

Kara Treeby LinkedIn: https://www.linkedin.com/in/kara-treeby/
Sarah Leslie LinkedIn: https://www.linkedin.com/in/sarah-leslie/
Story Wealth Website: https://storywealth.com.au/
Ageing with Grace Website: https://ageingwithgraceadvisory.com.au/

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