Terminal illness insurance payment

We both wish to recognise Stewart Group for the care and attention that went into co-ordinating a terminal illness insurance payment for one of us recently. It was a challenging time knowing that being terminally ill saw us needing to focus on the way forward given we have been given the time to do that. The way … Read more…

KiwiSaver Employer Choice Scheme

Big Save Furniture have had the pleasure of working with the team from Stewart Group over the past couple of years. They have helped our staff with information and guidance with their financial planning needs and are always prepared to help whenever needed. I highly encourage other employers who are looking to add value for … Read more…

Investment portfolio management

Don and Nick took over the management of my investment portfolio a decade ago when I became unhappy with the way it was performing. They run a very efficient and courteous service that suits my needs and concerns. They regularly review my portfolio making adjustments as necessary. Their reporting and communication is excellent. When making … Read more…

Professionalism

I would like to express my high regard for the service and support that the team at Stewart Group have provided to me over many years. They have not only provided timely advice, the solutions to our business and personal challenges have been creative, appropriate and practical. They have frequently been pro-active in anticipating my … Read more…

Investment philosophy

Over the many years, the team at Stewart Group have provided us with financial planning advice and portfolio management. Their comprehensive financial planning strategies have improved our finances through diversification and sound academically driven philosophy. This investment philosophy, coupled with a fee only and totally transparent approach meets our requirements. The advisers are always personally … Read more…

Business insurance

We have recently reviewed our business insurance co-shareholder needs and found dealing with Stewart Group very enlightening. Both shareholders and our spouses now have an understanding of what would happen if either of the working shareholders died or became totally disabled. The covers and agreements now in place would see that the interests of the shareholders … Read more…

Health insurance

Stewart Group are the best in the business. I have not met anyone as passionate about investing and insurance as the team at Stewart Group. They all provide sound advice based on experience and expertise coupled with fantastic customer service. I was recently diagnosed with a heart condition, which required surgery. If I did not … Read more…

Honesty, integrity and professional standards

From a simple question on insurance needs over twenty years ago, the advisory team at Stewart Group have become invaluable for my on-going personal and business requirements.  They have made it their purpose to understand my needs and the advice they have provided to me as I transitioned from a business owner to being semi-retired … Read more…

Insurance cover

It was refreshing dealing with Don Stewart after a raft of “scare tactic” brokers left us feeling cold and uninterested.  Don explained things in a way we could understand and he didn’t try to sell us insurance cover that we didn’t need (or want). I have no hesitation in recommending the services of Stewart Group. Testimonial: – Anonymous … Read more…

Mentor guidance

I have known and worked with Don Stewart from Stewart Group for over 15 years now, initially as a mentor seeking guidance on a career path, then for assistance on how to grow my net worth without taking unnecessary risk, then more latterly, to challenge and guide me on key strategic decisions. Don has always … Read more…