The Adviser Talk
by by Stewart Group
November 15, 2024 10:07 am
The Adviser Talk looks at recent events and financial news through the lens of Stewart Group’s expert Financial Advisers. We cover everything from crypto-cracking hamsters to saving for retirement (and plenty of subjects in between). If you have any questions or financial topics you want us to cover on future episodes, you can simply email your requests to podcasts@stewartgroup.co.nz
You’ll find CEO Nick Stewart our most frequent flyer in the hot seat – Nick is a Financial Adviser, Accredited Investment Fiduciary, and Associate Financial Planner of Financial Advice New Zealand. He is the Executive Director and CEO at Stewart Group and holds a number of directorships in privately-owned companies and independent trusteeships.
About Stewart Group
We follow a values-driven philosophy through an unwavering commitment to honesty, integrity, and loyalty. Our business philosophy mirrors our family values, and we operate within these beliefs every day. At Stewart Group, we have a family culture and reputation for strong relationships with our clients giving them personalised service.
We are one of only eight CEFEX accredited firms in New Zealand, committed to providing the highest fiduciary standards and fostering a culture of continual improvement.
Through our owners, directors and team members Stewart Financial Group (NZBN: 9429040213187) identifies as a Māori owned business.
•Nick Stewart is a Financial Adviser and CEO at Stewart Group, a Hawke’s Bay-based CEFEX certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions.
•The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz
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