The Adviser Talk by Stewart Group

We have Nick in the studio this time shedding some light on his recent two articles.
Paying a Premium – or not, in some cases... and Inflation’s Still Biting: Who’s on the Hook?
In the past, owning a rental property was a popular dream due to its assured income. Unfortunately, many New Zealanders who attempt to climb the housing ladder find themselves struggling financially due to increasing mortgage rates, insurance premiums, municipal district rates, and other expenses.
During their conversation, Nick and Ken discuss several topics, including the pros and cons of investing in physical property, the impact of inflation, KiwiSaver, and the benefits of diversification.


The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts. 
 
Nick Stewart is a Financial Adviser and CEO at Stewart Group, a Hawke's Bay and Wellington-based CEFEX-certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions. The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz

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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 us and what we offer.
Click to read our article on 'Trust, Fiduciaries, and Financial Planning'


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. 
 
 
Brent Allcock is a Financial Adviser at Stewart Group, a Hawke's Bay and Wellington-based CEFEX certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions.  The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz 

Hosted on Acast. See acast.com/privacy for more information.

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 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 Manager at Stewart Group, a Hawke's Bay and Wellington-based CEFEX-certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions. The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz
Hosted on Acast. See acast.com/privacy for more information.

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 Porou) is a Financial Adviser at Stewart Group, a Hawke's Bay and Wellington-based CEFEX & BCorp certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver scheme solutions.The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz
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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 on all popular streaming platforms, including Spotify and Apple Podcasts. 
 
Nick Stewart is a Financial Adviser and CEO at Stewart Group, a Hawke's Bay and Wellington-based CEFEX-certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions. The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz

Hosted on Acast. See acast.com/privacy for more information.

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 Director of Stewart Group Trustee Companies, a Hawke's Bay and Wellington-based CEFEX-certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions. The information provided, or any opinions expressed in this article, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz

Hosted on Acast. See acast.com/privacy for more information.