Brent Allcock, our financial adviser based in our Wellington office, engages in a conversation with Ken on trust, fiduciaries, and financial planning. Together, they explore the facets that shape trustworthiness when choosing to engage a financial adviser. Here at Stewart Group, we are committed to working with clients with the utmost transparency, reliability, and steadfast dedication to helping them achieve their financial goals. This time on #TheAdviserTalk get to know a little more about...

Joining us in the studio is Tim Ewen, our risk insurance manager, engaging in a concise discussion with Ken about the intricacies of insurance. Their conversation revolves around essential insurance policies, key factors to be mindful of, ACC, and much more. At Stewart Group, our ultimate satisfaction lies in ensuring the right money goes to the right people at the right time! We take great pride in our meticulous approach, our commitment, and our bespoke guidance. The Adviser Talk is...

Preparing your children with solid financial habits before they are thrust into a world that encourages spending over any other money behaviour is crucial. Taraia Robin, our Financial Adviser, discusses his thoughts on educating kids about money in this podcast. Dive into this podcast for valuable tips on setting your kids up for a secure financial future. Here's Taraia's article on "Valuable Lessons: Teaching Your Kids About Fiance" Taraia Robin (Ngāti Kahungunu ki Heretaunga, Ngāti...

Just over a year ago we as a community faced the aftermath of Cyclone Gabrielle. In this podcast, Nick reflects along with Ken on the ordeal we faced and the resilience it took to prevail over the destruction by the cyclone. The discussion also raises questions of whether our readiness for future natural disasters is adequate. Further, they also touch on the financial struggles we continue to endure. Click to read Nick's article "Reflection & Resilience" The Adviser Talk is available...

What would you do if you were heading towards a million dollars or a substantial sum of money? While it's important to enjoy the fruits of our labour and splurge some money on our wishlist items, it is also wise to make some sound investments. Here's Bruce discussing what to do if $1M comes your way. Click to read his article "If $1M Fell Into My Lap…" The Adviser talk is also available on Spotify and Apple Podcast.  Bruce Jenks (AIF, J.P.) is a Financial Adviser at Stewart Group and the...

In our first podcast of the year, Rory chats with Ken about market forecasting. Predicting the market makes good headlines and sparks conversations, yet it is not always precise and is more challenging than it appears to be. Click to read our article "Hindsight is 20/20 (or: Don’t Bet on Market Forecasts)" The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts.    Rory O'Neill is a Financial Adviser as well as the Director and General Manager...

What an eventful year it has been, with 24 podcasts totalling 480 hours of recording! We deeply appreciate your support and hope that we have provided you with valuable insights on a wide range of financial topics. Thank you for being a part of our journey this year, and we can't wait to continue bringing you engaging content in the future. As we wrap up the year, we have Nick and Ken embracing the festive spirit. During this holiday period, many of you may be considering staying at an...

We welcome Rory O'Neill, our Director and General Manager to #TheAdviserTalk Speaking for the first time on the podcast, Rory engages in a conversation with Ken about the prevalent issue of scams & scammers! He reiterates the best sense check of all times: 'If it sounds too good to be true, it probably is'. During his conversation, he also sheds light on the craftiness of scammers, stressing the importance of conducting thorough research and maintaining a healthy level of suspicion. Being...

In this episode, Tim engages in a conversation with Ken about one of the most important and least comprehended aspects of investing - Risk-Adjusted Returns. Tune in for a succinct discussion about the what and why of keeping track of your investments and emotions through risk-adjusted returns. The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts.    Follow Stewart Group on Facebook for the latest updates and articles from our team of expert...

Have you ever wondered about the cost of happiness? In this podcast, Nick discusses the S Money report that does the legwork to turn the age-old question of “Can money make you happy?” into “How much might it take?” Furthermore, he explores topics such as: The ideal time to initiate financial planningThe negative consequences of comparing oneself to others and living beyond one's meansValuable tips on joining the wealth club! If you want to learn more about the ACI Funds that Nick discusses...

Placing a firm emphasis on 'having a plan before you need it', our Risk Insurance Manager, Tim Ewen, thoroughly explores the intricacies and necessities of ACC, Health Insurance, and Income Protection. If a succinct guide on ACC is what you're after, then this podcast is just for you! The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts.    Follow Stewart Group on Facebook for the latest updates and articles from our team of expert financial...

In this podcast, Bruce reiterates the value of long-term thinking, emphasising its benefits and discussing how to integrate it into your financial planning. Be sure to tune in to his valuable conversation with Ken.  The Adviser talk is also available on Spotify and Apple Podcast.  Bruce Jenks (AIF, J.P.) is a Financial Adviser at Stewart Group and the Director of Stewart Group Trustee Companies, a Hawke's Bay and Wellington-based CEFEX-certified financial planning and advisory firm. Stewart...

In this podcast, Nick takes us through his article 'Paradoxes and the pursuit of happiness'. He unravels how our relentless pursuit of material success, without clearly articulating our goals, can ultimately lead us to a hollow sense of happiness. Additionally, he opens our eyes to the obscured realities of New Zealand, where the country is often portrayed as a “negative, wet, whiny, inward-looking country”. He delves into his aptly named article 'No, really - the grass is not always...

This time, Tim is back in the studio with Ken, discussing risk planning. In this comprehensive conversation, they dive into various aspects of risk planning. Income protection, life insurance, and the role of ACC are some of the topics that they touch upon in this podcast. The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts.    Follow Stewart Group on Facebook for the latest updates and articles from our team of expert financial advisers....

In this very special episode, we welcome Brian Hult to the studio for the first time. Brian is the newest adviser in our Hastings office. Having worked with some of the world’s largest financial services companies, he brings a wealth of experience. In this podcast, he delves into an informative chat with Ken on investment diversification. The Adviser talk is also available on Spotify and Apple Podcast.  Brian Hult (CQIB, NZCFS, Dip. NZX, AIF®) is a Financial Adviser at Stewart Group, a...

Choosing your financial guide is one of the most important decisions you’ll ever make - it can make a profound difference in life's trajectory. And in this podcast, we have Bruce Jenks discussing the six questions you should ask when you meet a prospective adviser. Read the article on: https://www.stewartgroup.co.nz/we-love-to-write/the-6-questions-to-ask-when-choosing-who-manages-your-money The Adviser talk is also available on Spotify and Apple Podcast.  Bruce Jenks (AIF, J.P.) is a...

In this special episode, we welcome Rob Douglas back to our studio. Rob is a local property valuator specializing in the valuation of commercial and residential properties. Furthermore, he is also the ACT candidate for Tukituki, which adds a unique political perspective to the podcast. The conversation focuses on property matters in the first half and eventually moves on to an engaging discussion on politics. Conversation on properties : 0 - 29.40 minutes Conversation on politics : 29.40...

We have Brent Allcock from our Wellington office back this week to discuss all about predicting the market. Can the many chart-watching soothsayers actually foresee what happens next?   The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts.      Follow Stewart Group on Facebook for the latest updates and articles from our team of expert financial advisers. Looking to get your financial house in order, and keep it that way? We can...

In this episode, Nick chats all about ACI Funds. A structured PIE fund officially launched by Stewart Group Asset Management to bridge the investment options gap between KiwiSaver and bespoke wealth management products. To learn more visit www.acifunds.co.nz Nick Stewart is a Financial Adviser and CEO at Stewart Group, a Hawke's Bay-based CEFEX certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance &...

With scams on the rise, Bruce Jenks chats all about scams on the show. Tackling scams could be very tricky. It is important that we stay vigilant and always remember ‘If it sounds too good to be true, it probably is’. Read article on: https://www.stewartgroup.co.nz/we-love-to-write/the-emperors-new-portfolio The Adviser talk is also available on Spotify and Apple Podcast.  Bruce Jenks (AIF, J.P.) is a Financial Adviser at Stewart Group and the Director of Stewart Group Trustee Companies, a...

At the studio, Nick dives into the 'boring and inflationary' budget for 2023 with Ken. Does it address the pressing issues? There has been plenty of buzz around its implications. Read the article: https://www.stewartgroup.co.nz/we-love-to-write/boring-and-inflationary-budget-2023 Nick Stewart is a Financial Adviser and CEO at Stewart Group, a Hawke's Bay-based CEFEX certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk...

On this podcast our very own Risk Insurance Manager, Tim Ewen delves deep into the topics life insurance, policy ownership and income protection. The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts.    Follow Stewart Group on Facebook for the latest updates and articles from our team of expert financial advisers. Looking to get your financial house in order, and keep it that way? We can help.    Tim Ewen is a Risk Insurance Adviser and Risk...

Taraia Robin from our Hastings office speaks about ACI Funds, Stewart Group Asset Management’s managed investment scheme that offers a range of investment options for investors. The Adviser talk is also available on Spotify and Apple Podcast.  Stewart Group is a Hawke's Bay-based CEFEX certified financial planning and advisory firm that provides personal Fiduciary Services, Wealth Management, Risk Insurance & KiwiSaver solutions. The information provided, or any opinions expressed in...

Nick chats about 300 - the number of articles that we hit under the Canny View column on Hawkes Bay Today! And if you've been wondering why it is important not to have all your eggs in one basket, this is the podcast to listen to. Read the article: https://www.stewartgroup.co.nz/we-love-to-write/the-300-staying-strong-in-uncertain-times Nick Stewart is a Financial Adviser and CEO at Stewart Group, a Hawke's Bay-based CEFEX certified financial planning and advisory firm. Stewart Group...