Testimonials

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.

- Al Mackie, Band, Napier

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Stewart Group are my trusted financial advisers and have provided sound information to assist in managing both my personal and business finances. During this time, Nick, Don and their team have played an integral part in helping me achieve a number of significant goals.

They continue to assist and advise me on the best strategies to expand and develop my investment portfolio and to manage my risk portfolio. Their extensive knowledge and prudency in terms of the financial markets and best-fit risk insurance options enables me to make sound commercial investment decisions and to know my personal and business risk management portfolios are well covered.

I find them to be very sound, cost focussed and I very much appreciate the fact they are upfront, impartial and independent in fully meeting my needs.
 
Nick and Don have recently devised excellent solutions to minimise my interest payments and to provide appropriate and very cost-effective insurance premiums, thus providing reduced expenditure and an increased bottom line for both my business and personal finances as well as the ability to have my risk management portfolio well managed.

I have recommended Stewart Group to many of my friends and colleagues and will continue to do so. I look forward to working with the team at Stewart Group for many years to come.

- Murray Cowan, Grow HR, Hastings

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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 has been first class.

This continuing development of the relationship has been built on honesty, integrity and professional standards (the hallmarks of my profession). "It has been and will continue to be a great pleasure to do business with them and I look upon, Don, my key point of contact as not only an adviser but a trusted friend."

- John Peryer, Havelock North

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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 have an excellent health insurance policy I would have been on the waiting list for this expensive procedure. It’s fair to say that while waiting on the list something serious could have happened – therefore I am forever grateful to the team at Stewart Group for recommending a solid policy. If you don’t have health insurance – then you are taking a massive gamble with your life.

- Damon Harvey, Attn Marketing PR, Havelock North

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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 and their estates are handled fairly. Most importantly, if a claim were to ever arise, we know the process will be smooth and simple for our respective spouses and the surviving shareholder.

- Tom & Jeff Curran, Curran Engineering Ltd, Hastings

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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 interested in our well being and act with a ‘client centric approach’. Our financial required work is always completed in a timely fashion and they conduct themselves with the highest level of honesty and integrity.

Many of the team are personal friends of ours and we know they have our best interests at heart and treat our investment capital as they do their own. We have felt confident talking with them discussing our financial concerns in the past and don't see any changes with this relationship in the future.

We have no hesitation in recommending Stewart Group to any of our friends and family.

- Russell & Dawn Holland, Havelock North

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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 need to make adjustments to both business and personal situations, which is a reflection of their level of expertise and knowledge. Their professionalism has been exemplary in an environment of strict confidence and trust.

I count many of the team as trusted personal friends, a relationship which extends to our personal and family lives which further reflects their integrity and the level of respect I have for them.

- Stephen Hill, Stephen Hill Motors, Hastings

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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 financial decisions I respect the advice I receive from Don and Nick. My children have also chosen Stewart Group, respecting their financial advice.

Don and Nick are very generous and hospitable with their clients. They take a caring and genuine interest and offer worthwhile advice always making their clients feel special and confident that their portfolio is invested wisely.

Over the last decade the Stewart family and many of their team have become personal friends.  I thank them for their guidance and will continue to recommend them to my friends.

- Pete Liddle, Onga Onga