Lizzie joined Stewart Group in April 2016 currently working as our Investment Analyst assisting our Investment Committee.
Russell (Russ) joined Stewart Group in 2007 as our Xplan Specialist. He is in charge of the maintenance and development of Xplan, our CRM database, and assists our Investment and Insurance advisers with analysis and reporting templates.
Rory joined Stewart Group in 2015 as Financial Controller and expanded his role to Head of Operations & Finance. He is now the General Manager of Stewart Group ensuring our systems are in place for all internal processes and so our clients get the best service.
Francis started with Stewart Group in 2018, as our Accountant. He has 5+ years of banking experience coupled with Foreign Exchange Dealing and three years of accounting experience at a local CA firm in Dunedin.
Melanie joined Stewart Group in 2007 as an Executive Assistant. She provides secretarial support to Don and the rest of the team.
Kavya started with Stewart Group in 2017, as our Marketing Specialist. She is responsible for the coordination of day-to-day marketing activities and further raising the profile of Stewart Group.
Annette started with Stewart Group in 2018, as our Investment Administrator. She has 10+ years’ experience in the investment and wealth management sectors and her appointment is to step up our wealth client service.
Oksana joined Stewart Group in 2017 as an Executive Assistant. She provides secretarial support to Nick and business support to the KiwiSaver team.
Trust comes naturally to some professions. The top three trustworthy professions in New Zealand are doctors/nurses, engineers and teachers. It makes sense, at their core we must trust these professions with our health, safety and children.
It’s no great secret that as we age our bodies begin to go into some form of decline, it can’t be disputed because the evidence is visible. Mental decline isn’t visible, no one knows what’s happening in anyone else’s head. This means it might be more open to dispute, delaying any response.
Women need to educate themselves about how to mitigate things like illness and the loss of a partner and talk to an expert about things like estate planning, life and health insurance, investing and retirement planning. The more informed and prepared women are for these things, the better they will feel, and the more protected they will be.
100th article and two years for our ‘Canny View’ column. We've come a long way, to say the least. For the 100th article, I thought I would write about the 100-year life because we are living longer than ever and there is now an increased possibility that one might live to 100.