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.
Sian joined Stewart Group team in 2017 as our Risk Support & recently qualified as Authorised Financial Adviser. She works closely alongside our Risk Management advisers, Don and Trudi.
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.
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.
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.
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.
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.
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 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.
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.
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.
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?