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.
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?
Neil Woodford has a neck thick like a rugby player and a head shaped like it was chiselled out of granite, it could be mounted somewhere on Easter Island. Imposing is an appropriate word to describe his appearance. Woodford is a man screaming conviction.
In Greek mythology Sirens were beautiful half-bird/half female creatures, but you couldn’t trust their appearance. They lured passing sailors with beautiful music and melody toward their island home. While not quite as dramatic, the world of investing has never been short of sirens and their songs. These mostly manifest, not in tune, but in story.
“Like me, I’ve got mates who were dubious about the value of insurance and whether claims will actually be paid. But right from the beginning, working with Scott and our insurer has been completely hassle-free.”
Is your will drawn up? Do you have a power of attorney? Aside from ensuring your investments are right for you, your financial adviser should have a healthy interest in ensuring a few other things in your life are addressed.
Any company can run into difficulty. Most potential good news is already built into the stock price of a blue-chip favourite. Bad news tends to be unexpected and can cause significant damage to the share price.