CEFEX CERTIFIED. CLIENT FOCUSED.
FEES-ONLY, INDEPENDENT ADVICE
OUR HERITAGE
In 1987, DL Stewart & Associates was established in Hastings as a small, local insurance and financial advisory firm led by Don Stewart.
We’ve grown just a wee bit since then.
DL Stewart & Associates, 1987
Over the years we changed our name, moved down the road from our original location, and had a few friendly faces come and go - we even switched over to solar power in our Hastings office as part of our Simply Sustainable™ initiative.
One thing that hasn’t changed is our values. We’re committed to providing our clients with financial solutions directly aligned with their needs.
WE WANT TO HELP YOU GET YOUR FINANCIAL HOUSE IN ORDER,
AND KEEP IT THAT WAY.
OUR SERVICES
Our holistic approach means we can offer you a well-rounded, efficient approach to financial planning. Our team works with you to create a strategy suited both for your current circumstances and your future goals.
OUR TEAM
At Stewart Group, we believe financial success starts with forging successful relationships. Our advisers in Hawkes Bay and Wellington are committed to providing you with first-class, expert financial advice.
More about Stewart Group
What makes us tick? Check out some more information on our practices and associations below.
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Stewart Financial Group is a family-owned business. At the heart of our motivations is a desire to help people the best way we know how - by providing financial advice to New Zealanders, to help them get their financial house in order.
Our financial advisers are based in Hastings (Hawkes Bay) and Wellington - but if you fall outside these areas, we are still more than happy to have a chat about your situation and requirements.
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We pride ourselves as being on the ‘same side of the table’ as our clients.
In practice, this means we are dedicated to offering the personal attention you deserve for such important matters as insurance, retirement planning, investments and wealth management.
We operate in a fees-only structure, which means we do not sell commission based products or benefit from any transaction fees.
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We hold a Discretionary Investment Management Services (DIMS) licence, which is global best practice of investment capital (especially in regards to assisting trustees in meeting governance obligations).
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You may have noticed the CEFEX logo around our material. CEFEX (Centre for Fiduciary Excellence) accredited firms voluntarily undergo additional independent auditing every year to verify their adherence to the highest standard of best global practice, which in turn encourages a culture of continual improvement.
This process is not a requirement for financial advisers, but rather an extra layer of assurance that we will always act in your best interest.
Through our owners, directors, and team members Stewart Financial Group (NZBN:9429040213187) is identified as a Māori Affiliated Business.
