NICK STEWART

Authorised Financial Adviser, BBS, MInstD, Accredited Investment Fiduciary (AIF)

Nick joined the financial services industry in 1999, working with various New Zealand based Fund Managers following the completion of his Bachelor of Business Studies at Massey University.

He spent a number of years at Strategic Investment Group, where he managed various equity trading portfolios, in addition to his primary roles of loan development, property and loan securitisation.

Nick is an Executive Director and CEO at Stewart Group and holds a number of directorships in privately owned companies and independent trusteeships.

He is an Authorised Financial Adviser, Accredited Investment Fiduciary, Associate Financial Planner of the Financial Advice New Zealand, a member of the New Zealand Institute of Directors and a founding member of Global Alliance of Investment Advisers.

Nick is a passionate hobby beekeeper and gifts Stewart Family Honey to clients and friends. He also enjoys scuba diving, skiing, hunting, wine appreciation, restoring his Series 1 Land Rover and spending time with his wife Jenny and their children.  Nick is a keen follower of history, especially the Scots, the Crusades, and his childhood hero, the flying ace, Manfred von Richtofen - 'The Red Baron'.

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We all need to know financial control

Clearly anyone can quickly pick up cooking, laundry or start the hedge trimmer if needed, but finances can be daunting and difficult if there’s no familiarity there. A lack of financial knowledge can be paralysing if a person is suddenly confronted with financial demands.
And it's a cut, again!

New Zealand appears to be stuck in an economic malaise. Household debt has never been higher, wage growth tends to lag, and gross domestic product per capita (everyone’s share of the economic pie) annual growth has been shrinking. And this was with interest rates already at record lows. Solution? Cut interest rates further.
Don’t risk being under-insured

Owning something valuable, such as a house, car or boat, without insuring it means taking a huge financial risk. For that reason, around 95 per cent of New Zealanders have insurance to protect against loss due to disaster, accident or theft. However, when it comes to protecting themselves and their family’s future, the majority have little or no insurance cover.

Five Lessons from a Ponzi scheme victim

Ross Asset Management was the biggest Ponzi-scheme ever happened in NZ when it unfolded in 2012 – it is said investors had $450 million with Ross but only $10m was recovered.  In reality the figure invested was closer to $110m as most of the $450m were accumulated fictious returns. About 200 have signed up to the claim so far.
The Cricket World Cup, Outcome Bias and Outrageous Fortune

Given how unfathomable the game of cricket is for the uninitiated (and initiated) I am at pains to reference such a wonderfully convoluted activity; however, sometimes sport offers up such vivid examples of our behavioural biases in action that it proves irresistible subject matter.
The IPO Saga

The hype in new IPOs continues to be huge. The recent announcement by Hawke’s Bay Regional Council approving to float a 45% stake in the Napier Port on July 15th has stirred up a lot of interest among many investors in New Zealand.
Using and Abusing Warren Buffett quotes

Heard of Warren Buffett? You probably have. You might not really know much about him, but that’s ok. World’s most famous investor. World’s greatest investor. Take your pick. He’s reasonably well known and has been reasonably successful, to put it mildly.
Strategies for the five ages of KiwiSaver

There are five ages of KiwiSaver. Each of them calls for different strategies to get the best from New Zealand's $50 billion savings scheme offers. People jumped into KiwiSaver, many when the $1000 kickstarter was still available for their kids, and what happened was they became disengaged.

Have you got it covered?

Our income is our most valuable asset. If you had to stop working due to an injury or illness the Government’s safety net (ACC) would catch you, but only just.  
Make sure you have a 'fire drill' for your investment plan

An adviser once said he did not so much have people with investment problems as he had investments with people problems. Your assumed rationality can vanish in a crisis. So why not build your human imperfections into your game plan?