WHO WE ARE...
In 1986, Stewart Group (then called DL Stewart & Associates) was established in Hawke's Bay with one purpose is to provide tailored investment and insurance advice for individual circumstances.
And now, 33 years later, Stewart Group's current values prowess can be traced back to the foundation laid in 1986, as it ended up formulating the core philosophy that guides Stewart Group to this very day: providing our clients with a financial solution that is directly aligned with their personal, business and lifestyle goals.
To provide client centered, value-based wealth and risk management advice, and help our clients put their financial house in order and keep it that way.
We follow a values driven philosophy through an unwavering commitment to honesty, integrity and loyalty. Our business philosophy mirrors that of our family values and we operate within these beliefs every day. At Stewart Group, we have a family culture and reputation for strong relationships with our clients giving them personalised service.
Client-centered, values-based financial advice
Locally owned and operated
Transparent fee structure
Best in class independent research