Engine Room Podcast #87 – Kara Treeby and Sarah Leslie
Engine Room Podcast 4 May 2026
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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 Aging 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.
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Engine Room Podcast #87 – Kara Treeby and Sarah Leslie
In this episode, Rocksy is joined by Kara Treeby and Sarah Leslie from Story Wealth. They share how …
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Engine Room Podcast #86 – Billy Amiridis
This week, Rocksy is joined by Billy Amiridis, Managing Director, Co-Founder and Financial Adviser at 360 Financial Strategists. …
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Engine Room Podcast #87 – Kara Treeby and Sarah Leslie
In this episode, Rocksy is joined by Kara Treeby and Sarah Leslie from Story Wealth. They share how …
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Engine Room Podcast #86 – Billy Amiridis
This week, Rocksy is joined by Billy Amiridis, Managing Director, Co-Founder and Financial Adviser at 360 Financial Strategists. …
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