STEWART GROUP WELLINGTON
📍 Level 3, 158 The Terrace
We want to help you get your financial house in order, and keep it that way.
We offer personalised, unbiased financial advice based in Wellington and the Hawkes Bay.
Is your money working hard for you?
What are your goals, and what’s your plan to reach them? Are you good at making money but not so sure of the best way to manage it for your future (or for future generations)? We can help with that.
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We pride ourselves on being ‘same side’ of the table as our clients.
Our financial services are fees-only, meaning you don’t have to worry about commissions biasing our advisers towards recommending certain products or classes of product.
Our investment philosophy is based on scientifically proven, evidence-based practice. For more information, contact us today.
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We have specialists well versed in financial planning, wealth management, insurance and risk, Trusts and asset management, investments (including socially responsible and sustainable investment), retirement planning, KiwiSaver funds, and overseas pension/superannuation transfers.
Our partnership with Dimensional Fund Advisers means we have best-in-industry research to guide us, while our CEFEX certification means we are committed to providing the best service and practice - and to striving for improvement at all times. We have over 35 years of financial advisory experience and use it to provide an exceptional standard of client-first service.
Whether you’re looking to grow your wealth or simply future-proof it against inflation and market forces, we are always happy to discuss helping you navigate your financial road map.
Whether you’re in Wellington, Masterton, Palmerston North, or even Auckland or Christchurch, we’re happy to arrange a free discovery session with one of our expert fiduciaries.
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A few things have changed since Don Stewart started DL Stewart & Associates in 1987. We have a different name, a bigger team, and we cater to clients all over New Zealand from our offices based in Hastings and Wellington.
One thing that hasn’t changed is our values and commitment to client-first, free from conflict financial advice. Behind what we do is a genuine desire to help people, a notion held by both the Stewart Family and Stewart Financial Group.
Contact us today to for a free, no-obligation chat about your current situation and goals.
OUR SERVICES
Stewart Group offers values-based, client-first, independent financial advice.
MEET THE TEAM
BRENT ALLCOCK | Financial Adviser (FSP770474)
We count ourselves lucky to have a talented fiduciary like Brent on our team, representing our Wellington office. Brent returned to New Zealand in 2020 following a 30-year career in Financial Services in Australia and more recently Singapore.
As a Qualified CFP and DFP from Australia & BA (Economics) from Auckland, his services are well-positioned to add value and find the angles to help families grow and protect their wealth.
Brent operates as a full CFP Fiduciary, meaning he is bound by the Code of Conduct to always put clients’ needs and interests above all other considerations. He has completed his New Zealand Certificate in Financial Services – Financial Advice (Level 5).
In his spare time, you may find Brent singing and performing opera on stage. He has ties to several opera groups, including Wellington Opera and CCDHB’s Manawa Ora choir.
STEPHANIE HOWE | Paraplanner
Stephanie joined Stewart Group in 2021 as a Client Service Officer and later advanced to the role of Paraplanner.
She has a strong background in banking, with valuable experience in business and rural lending, project management, and product development.
Based in our Wellington office, Stephanie provides exceptional support to both our advisers and clients.
