Discovering Stewart Group: Your Financial Stewards in New Zealand
Stewart Group stands out as a family-owned, independent financial advisory firm based in Hastings and Wellington, New Zealand. Since its founding in 1987 by Don Stewart, this group has grown from a small local insurance and financial advisory business into a trusted name in wealth management and financial planning. What makes Stewart Group tick? It’s their commitment to putting clients first, offering fee-only advice, and maintaining a strong ethical foundation. Their approach is scientific, evidence-based, and deeply rooted in industry-leading research, ensuring clients get solutions tailored to their unique goals and timeframes.
Main Benefits of Choosing Stewart Group
Why do so many New Zealanders turn to Stewart Group for financial advice? Here’s a quick snapshot:
- 38 years of client-first, fee-only financial advisory services
- CEFEX Accredited Fiduciaries – one of only 8 firms in New Zealand with this certification, and 2 in Hawke’s Bay
- Independent and Non-Aligned – no product-based commissions, so no conflicting interests
- Discretionary Investment Management Services (DIMS) Licence – global best practice in investment capital management
- Expertise across a wide range – from wealth management and retirement planning to ethical investments and KiwiSaver schemes
- Client-focused service with advisers based in Hastings and Wellington, ready to chat even if you’re outside these areas
Stewart Group’s Unique Approach to Financial Advice
What really sets Stewart Group apart is their holistic and client-centered approach. They don’t just offer cookie-cutter solutions. Instead, their team works closely with clients to develop strategies that fit both current circumstances and future ambitions. Their fee-only model means clients can trust that advice is unbiased and solely focused on their best interests. Plus, their commitment to continual improvement is demonstrated by their voluntary CEFEX certification, which involves annual independent audits to ensure top-tier fiduciary standards.
Expertise and Services Offered
The team at Stewart Group brings a wealth of knowledge across various financial disciplines. Whether it’s navigating the complexities of ethical and socially responsible investments (ESG, SRI), managing Booster KiwiSaver Schemes, or handling international pension transfers from Australia and the UK, their advisers have it covered. They also provide guidance on trusts, risk insurance, and retirement planning, making them a one-stop shop for comprehensive financial services in New Zealand.
Family Values at the Core
Being family-owned isn’t just a label for Stewart Group—it’s the heart of their motivation. Their mission is simple: help New Zealanders get their financial house in order with personal, attentive advice. This family-first mindset fosters trust and long-term relationships, which clients appreciate. Even if you’re not in Hawke’s Bay or Wellington, they’re more than happy to have a conversation and explore how they can assist you.
Project Impact: Aligning with Sustainable Development Goals (SDGs)
- SDG 8: Decent Work and Economic Growth – promoting sustainable financial planning and wealth management
- SDG 10: Reduced Inequalities – offering independent, unbiased advice accessible to a broad client base
- SDG 12: Responsible Consumption and Production – encouraging ethical and socially responsible investments
- SDG 17: Partnerships for the Goals – collaborating with clients and industry bodies to foster best practices
Contact and Accessibility
Stewart Group makes it easy to get in touch and start a conversation about your financial future. With physical offices in Hastings and Wellington, plus postal addresses for both locations, they’re well positioned to serve clients across New Zealand. Free calls and email inquiries are welcomed, reflecting their open-door approach. Their Māori Affiliated Business status also highlights their commitment to inclusivity and cultural respect within the community.
