In 1986 Stewart Group (then called DL Stewart & Associates) was formed in Hawkes Bay with the sole purpose of tailoring investment and insurance advice for individual circumstances. Carrying on this philosophy today allows us to provide our clients with a financial solution that is directly aligned with their personal, business and lifestyle goals.
We provide client centred, values-based wealth and risk management advice, and help our clients put their financial house in order and keep it that way.
Our team of trusted advisers are not aligned to any product providers. We remain impartial and will show you how we can add value to the management of your affairs, allowing you to achieve the lifestyle you want.
- Client centred, values-based risk and wealth management advice
- Locally owned and operated
- Team approach
- Peace of mind
- Cost effectiveness
Professional research from third party providers:
- Insurance research analysts
- Risk profiling services
- Investment consulting and research services
- Professional publications
We follow a values driven philosophy through an unwavering commitment to honesty, integrity and loyalty.
Our business philosophy mirrors that of our family values and we operate within these beliefs every day.