We are affiliated with the following Professional Associations:
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Institute of Financial Advisers
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Institute of Directors
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Hawkes Bay Chamber of Commerce
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The National Partnership
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Financial Services Complaints Limited
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Asset Class Investors Group
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Institute of Financial Advisers
Our advisers are members of the Institute of Financial Advisers and adhere to the Institutes Code of Ethics and Practice Standards in all facets of their role when providing clients with advice.
The Institute is the professional body for insurance and investment advisers and are industry leaders, representing over 1200 financial advisers throughout New Zealand.
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Institute of Directors
Our advisers are members of the Institute of Directors.
The Institute is the professional body for New Zealand directors and is a dynamic, professional organisation demonstrating leadership in corporate governance.
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Hawkes Bay Chamber of Commerce
Stewart Group is a member of the Hawkes Bay Chamber of Commerce.
The Chamber of Commerce provides business support services to positively influence the environment that Hawkes Bay businesses operate in.
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The National Partnership
Stewart Group is a member of The National Partnership.
The National Partnership is a financial services group operating one of the largest networks of professional advisers in New Zealand. They provide a broad range of business development services, including training.
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Financial Services Complaints Limited
Stewart Group and its advisers are members of Financial Services Complaints.
Financial Services Complaints Ltd is an independent dispute resolution scheme - one of four schemes approved by the Minister for Consumer Affairs. Its aim is to assist parties resolve issues through negotiation and concilation.
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Asset Class Investors Group
Stewart Group is a founding member of the Asset Class Investors Group which comprises 9 Australasian financial advisory firms.
Member firms meet on a 6 monthly basis to share industry best practices. Some Australian firms are leading practices in their respective field, which allows us to utilise a resource that would otherwise be unavailable to a New Zealand firm.
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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). Read more ...
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