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Stewart Group

Home
About us
Who we are
From the CEO
Our Founder
Associations
Dimensional
Advisory Board
Investment Committee
Financial Advisers
Business Operations Team
Our Services
Wealth Management
Risk Insurance
KiwiSaver Scheme
Retirement Planning
ACI Funds
Simply Sustainable™
Education
Media
Podcasts and Radio
Blogs
Important Info
Stewart Financial Group
Stewart Group Wellington
CEFEX Certificate
Privacy Statement
Contact Us
Client Portal
3 January 2025
Stewart Group
New Year Motivation and Goal Setting for Kiwis: ...

During 2024, I was fortunate to hear an interview some Canadian colleagues had with NYU Professor Scott Galloway.  His direct approach to success and life planning struck a chord with me.

3 June 2022
Stewart Group
Crypto: Not a golden ticket

Crypto operates on the greater fool theory. Because it has little real world use currently, investors are buying it on the premise that they will be able to find someone down the line willing to buy it off them – the greater fool, or some optimist who believes they have found their own golden ticket.

Stewart Group
22 March 2024

Trust, Fiduciaries, and Financial Planning

Stewart Group
22 March 2024

In the intricate world of financial services, trust is the bedrock upon which relationships are built, decisions are made, and success is achieved. But what exactly constitutes trust?

Comment
Stewart Group
15 March 2024

Wholesale Investment: Stay Wary

Stewart Group
15 March 2024

Most of us likely understand wholesale to mean ‘cheaper than retail’.  Wholesale stores usually sell to other stores rather than directly to customers, so buying at wholesale price typically means saving a few bucks on the retail markup that stores would use to make their profit.

Comment
Stewart Group
8 March 2024

History Does Repeat... In Empires, And In Blue Chip Stocks

Stewart Group
8 March 2024

Those looking at the history of blue chip stocks as indicators of their future success only need remind themselves of Constantinople

Comment
Stewart Group
1 March 2024

It Ain’t All Bad: Global Performance Highlights Importance of Diversification

Stewart Group
1 March 2024

There is little love to be found in any financial or business headlines lately. Profits are down year on year for household name companies.

Comment
Stewart Group
23 February 2024

Doing the Work in Retirement

Stewart Group
23 February 2024

I recently saw an article titled “Why you should never retire.” This doubtless sent a chill down the spine of a few readers before they clicked into it – but the essence of the article was sound.

Comment
Stewart Group
16 February 2024

Valuable Lessons: Teaching Your Kids About Finance

Stewart Group
16 February 2024

The best things in life are free; one of the best things you can do for your kids is prepare them for adulthood by teaching them about money.

Comment
Stewart Group
9 February 2024

Reflection & Resilience

Stewart Group
9 February 2024

This time last year, everything ground to a halt. Telecommunications and electricity were down for weeks in some areas. It was a long time before the damage could be fully understood, and to date, some places still have not recovered or been rebuilt.

Comment
Stewart Group
2 February 2024

If $1M Fell Into My Lap…

Stewart Group
2 February 2024

Maslow’s hierarchy of needs is a motivational theory in psychology comprising a five-tier model of human needs, often depicted as hierarchical levels within a pyramid

Comment
Stewart Group
26 January 2024

SFG Turns 37: Let’s Talk Retirement Planning…

Stewart Group
26 January 2024

If Stewart Group was a person, we would be firmly in the middle of the typical accumulation phase of life. Having just celebrated our 37th anniversary in business, our minds are always on retirement… not ours (we’re only just getting started!) but on what people ought to know when planning for this stage in life.

Comment
Stewart Group
19 January 2024

Happiness and U

Stewart Group
19 January 2024

There’s been plenty to whinge about in the past few years – but is the world getting worse, or are you just in the middle of the U-shaped happiness curve?

Comment
Stewart Group
11 January 2024

Hindsight is 20/20 (or: Don’t Bet on Market Forecasts)

Stewart Group
11 January 2024

Marking another calendar year provides an opportunity to reflect on several lessons, not the least of which is the difficulty of investing based on past performance.

Comment
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Free Call: 0800 878 961
Email: enquiries@stewartgroup.co.nz

HAWKE’S BAY - PHYSICAL ADDRESS: 204 Karamu Road N, Hastings

HAWKE’S BAY - POSTAL ADDRESS: Stewart Group PO Box 1446 Hastings 4156

WELLINGTON - PHYSICAL ADDRESS: Level 3, 158 The Terrace, Wellington

WELLINGTON - POSTAL ADDRESS: Stewart Group PO Box 1967 Wellington 6140

 

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