Engine Room Podcast #87 - Kara Treeby and Sarah Leslie

Earn 1.0 CPD here: 0.25 Client Care & Practice 0.25 Technical Competence 0.25 Regulatory Compliance and Consumer Protection 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: Sarah Leslie LinkedIn: Story Wealth Website: Ageing with Grace Website: General Disclaimer –

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Engine Room Podcast #87 - Kara Treeby and Sarah Leslie is an episode from XY Adviser by Ensombl.

This episode is 62:24 long.

This episode was published on May 4, 2026.

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