About Us

Introducing Ourselves
Stewart Group is a family owned company that has been operating in Hawkes Bay since 1986.

Our investment and insurance advice is tailored to your individual circumstances allowing us to provide you with a financial solution that is directly aligned to your personal, business and lifestyle goals.

If you are looking for advice that is free from conflict, our team of trusted advisers will show you how we can add value to the management of your affairs, allowing you to achieve the lifestyle you want. 

National & International Focus
Although located in Hawkes Bay, we have a number of individuals, professionals and institutional organisations in other parts of New Zealand and overseas for whom we manage their affairs.

Wealth Preservation - Independent, Fee Based Advice
We strive to preserve and enhance our client’s wealth from one generation to the next through the use of sound financial practices and leading academic theory.

We provide a ‘fee only’ service for our wealth client’s, as we believe that commission and brokerage can inappropriately influence advice and compromise the client/adviser relationship. As a fee only adviser, this bias is removed and ensures impartiality and independence.

Risk Protection for the Future
We assist our clients in managing life’s uncertainties by creating a risk management plan for their future - a plan that will provide peace of mind and protection against severe financial loss of their assets, family, income or business.

As advisers that are not aligned to any product providers, our recommendations are always impartial and in your best interests.

Professional Team
Our team of professional advisers have over 65 years combined experience in the financial services industry.