Stewart Group is a proud founding member of Global Association of Independent Advisors (GAIA).
The Global Association of Independent Advisors™ (GAIA) is an international network of investment advisory firms, whose overriding commitment to fiduciary excellence, ensures they always put their clients’ interests first.
For you as an Stewart Group client this means the highest fiduciary standards will be followed throughout every step of the investment process.
Every GAIA firm must hold a CEFEX certification. The Center for Fiduciary Excellence (CEFEX) serves as an independent auditor to verify that an investment advisory firm conforms to all practices and criteria that comprise the Global Standard of Fiduciary Excellence. To date, just over 100 firms across the globe have achieved this certification. There are only eight CEFEX certified firms in New Zealand and Stewart Group is one of the two CEFEX certified firms in Hawke's Bay.
Our Wealth Management Advisers are trained and designated by Accredited Investment Fiduciary (AIF). To maintain the designation; AIF designees must complete continuing education training to keep up to date with changes in the financial industry and the ongoing evolution of legal requirements under the fiduciary standard.