Our Associations

GLOBAL ASSOCIATION OF INDEPENDENT ADVISORS

Stewart Financial Group is a proud founding member of Global Association of Independent Advisors (GAIA).

The Global Association of Independent Advisors™ (GAIA) is an international network of investment advisory firms, whose overriding commitment to fiduciary excellence, ensures they always put their clients’ interests first. 

For you as an Stewart Group client this means the highest fiduciary standards will be followed throughout every step of the investment process.

CENTRE FOR FIDUCIARY EXCELLENCE

Every GAIA firm must hold a CEFEX certification.

The Centre for Fiduciary Excellence (CEFEX) serves as an independent auditor to verify that an investment advisory firm conforms to all practices and criteria that comprise the Global Standard of Fiduciary Excellence. To date, just over 100 firms across the globe have achieved this certification. There are 9 CEFEX certified firms in New Zealand, and three accredited in the Hawkes Bay. Stewart Group is one of these few.

FINANCIAL ADVISERS

Our financial advisers hold a range of additional accreditations, full details of which are available on their individual profiles.

These include AIF and membership in the New Zealand Institute of Directors. For full details on each adviser’s accreditations, qualifications, and a brief biography, please navigate to their profile.