Financial Advisers in Hawke’s Bay and Wellington
YOUR FINANCIAL STEWARDS
Why Stewart Group?
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We are independent, non-aligned, and fees-only. We put your needs first and work together with you to achieve your financial goals.
Fee-only service means we do not receive product-based commissions, which means you don’t have to worry about any conflicting interests in your investment portfolio. We will find the right solution for your goals and timeframe based on our scientific, evidence-based approach and industry-leading research.
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Our CEFEX certification shows our dedication to going above and beyond to provide the best possible standard of care and service we can.
CEFEX certification is not mandatory for financial advice providers. We chose to become CEFEX accredited and have our practices annually audited by independent research analysts, to foster a culture of continual improvement and show our commitment to best industry practice.
There are 9 CEFEX certified firms in New Zealand, and 2 in Hawkes Bay - one of which is Stewart Group.
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Our dedicated team of Financial Advisers have expertise spanning financial planning, wealth management, ethical and socially responsible (ESG, SRI) investments, Booster KiwiSaver Scheme, Australian Superannuation transfers, UK Pension transfers, Trusts, and more.
Celebrating over 36 years of client-first, fee-only financial advisory services
We look at little different than we did in 1987 when Don Stewart opened the doors to DL Stewart and Associates, with the goal of providing personalised investment and financial advice to his clients from the heart of Hastings.
One thing hasn’t changed - the personal attention and care given to each client.
“An investment philosophy serves as a compass to guide you through turbulent times. When you have a working compass, it doesn’t take drastic directional changes to find your way. ”
Rory O’Neill (Director,General Manager) & Nick Stewart (CEO) at 204 Karamu Road North
Read our blog:
Canny View
Get your fix of current affairs through a financial lens by following our blog, Canny View. We cover everything from money matters, to inflation & the OCR, to cryptocurrency scammers.
You can catch Canny View live on our website, in the Hawkes Bay Today paper, or online at NZ Herald.
For more wealth-savvy content from Stewart Group, check out our podcast The Adviser Talk on Spotify, Acast, or Apple Podcasts.
Proudly part of
Te Rehe Solar Network
Find our more about our sustainability initiatives, including our journey with becoming New Zealand’s first private peer-to-peer solar network.
Māori dolls and ancient Stewart Clan tartan, side by side in our Bruce Meeting room in Hastings.
I was recently reading a piece that opened with a quote from Ralph Waldo Emmerson: “The purpose of life is not to be happy. It is to be useful, to be honourable, to be compassionate, to have it make some difference that you have lived and lived well.’