Centre for Fiduciary Excellence (CEFEX)
The Stewart Group advice process is certified by independent global assessment and certification organisation CEFEX.
As a certifying organisation, CEFEX provides an independent recognition of a firm’s conformity to a defined Standard of Practice. It implies that a firm can demonstrate adherence to the industry’s best practices.
Institute of Financial Advisers
Our advisers are members of the Institute of Financial Advisers and adhere to the Institutes Code of Ethics and Practice Standards in all facets of their role when providing clients with advice.
The Institute is the professional body for insurance and investment advisers and are industry leaders, representing over 1200 financial advisers throughout New Zealand.
Institute of Directors
Our advisers are members of the Institute of Directors.
The Institute is the professional body for New Zealand directors and is a dynamic, professional organisation demonstrating leadership in corporate governance.
Hawke’s Bay Chamber of Commerce
Stewart Group is a member of the Hawke’s Bay Chamber of Commerce.
The Chamber of Commerce provides business support services to positively influence the environment that Hawke’s Bay businesses operate in.
Financial Services Complaints Limited
Stewart Group and its advisers are members of Financial Services Complaints.
Financial Services Complaints Ltd is an independent dispute resolution scheme – one of four schemes approved by the Minister for Consumer Affairs. Its aim is to assist parties resolve issues through negotiation and conciliation.
Global Association of Independent Advisors
Stewart Group is a member of the Global Association of Independent Advisors.
Global Association of Independent Advisors™ (GAIA) firms share best practices and learn from each other, so that we can better serve our clients in a fiduciary capacity.
All firms are committed to providing clients with objective advice and personal solutions.
Accredited Investment Fiduciary Designee
Our wealth advisers are Accredited Investment Fiduciaries and are bound by the fundamental requirement of the fiduciary standard: to act solely in the best interests of and with undivided loyalty to the plan or fund and its beneficiaries.