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 8 CEFEX certified firms in New Zealand, and 2 in Hawke’s 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.
Rory O’Neill (Director,General Manager) & Nick Stewart (CEO) at 204 Karamu Road North
“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. ”
Celebrating 39 years of client-first, fee-only financial advisory services
We look a 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.
CANNY VIEW
A unique perspective on current events and issues through the insightful lens of our CEO and Financial Adviser, Nick Stewart.
From crypto-cracking hamsters to in-depth analyses of inflation, Nick covers it all. Catch his engaging column every Saturday in Hawke’s Bay Today, a tradition that has been enlightening readers for over eight years (and counting).
Māori dolls and ancient Stewart Clan tartan, side by side in our Bruce Meeting room in Hastings.
By our owners, directors, and team members Stewart Financial Group (NZBN:9429040213187) is identified as a Māori Affiliated Business.