Stewart Group

Stewart Group We help you put your financial house in order and keep it that way. Stewart Group is a locally owned company that has been operating in Hawke’s Bay since 1986.

Our investment and insurance advice is tailored to your individual circumstances allowing us to provide you with a financial solution that is directly aligned to your personal, business and lifestyle goals. We provide client centred, values-based wealth and risk management advice. We help you to put your financial house in order and keep it that way. Our team of trusted advisers will show you how we can add value to the management of your affairs, allowing you to achieve the lifestyle you want.

Article No. 466 - When the Process Becomes the CoverWhen process replaces judgement, people notice. This week’s Canny ...
17/07/2026

Article No. 466 - When the Process Becomes the Cover

When process replaces judgement, people notice. This week’s Canny View highlights how missed communication and rigid systems can erode trust, both globally and locally.

It is a reminder that transparency and accountability matter just as much as the process itself.

Read the full article ➔ www.stewartgroup.co.nz/cannyview/466

16/07/2026

Big listings create big headlines, but what happens next?
Tim and Nick explore IPO trends, why many investors get caught up in the hype, and how shifting our mindset from envy to understanding can lead to better outcomes.
🎧 Tune in now - https://open.spotify.com/show/6WwOhpep0C7TlRoCbMWvoy

We’re proud to share that Stewart Financial Group’s CEFEX certification has been renewed for an 11th consecutive year.CE...
15/07/2026

We’re proud to share that Stewart Financial Group’s CEFEX certification has been renewed for an 11th consecutive year.

CEFEX is an independent global standard that assesses whether financial advisory firms have the processes, governance and oversight in place to act in their clients’ best interests.

For our clients, it’s another layer of confidence that the advice and investment processes behind every recommendation are independently reviewed and held to internationally recognised standards.

A discovery meeting is the first step. It’s an opportunity to talk about your goals, what's important to you, and what y...
13/07/2026

A discovery meeting is the first step. It’s an opportunity to talk about your goals, what's important to you, and what you'd like your future to look like.

Simple conversations. Expert guidance. Greater confidence.

Curious about what this could look like for you? Start the conversation → www.stewartgroup.co.nz

Article No. 465 - The Walls That Fall: What Hadrian Teaches Us about a Financial PlanThere is comfort in believing a f...
10/07/2026

Article No. 465 - The Walls That Fall: What Hadrian Teaches Us about a Financial Plan

There is comfort in believing a financial plan is bulletproof, but history tells a different story. Hadrian’s Wall once defined the edge of an empire, supported by immense resources and expertise. Yet even this extraordinary structure became outdated when circumstances changed.

The same can happen with investment strategies built on a single idea or past success. True strength comes from diversification, discipline, and the willingness to adapt. Because the goal is not to build a perfect plan once, but to evolve it as the world changes.

Read the full article ➔ www.stewartgroup.co.nz/cannyview/465

Matariki reminds us to pause, reflect, and look ahead with intention. ✨As the Matariki star cluster rises in our winter ...
10/07/2026

Matariki reminds us to pause, reflect, and look ahead with intention. ✨

As the Matariki star cluster rises in our winter skies, signalling the Māori New Year, it's an opportunity to celebrate where we've come from, appreciate those around us, and consider the hopes we hold for the future.

Whether you're spending time with whānau, sharing stories, or simply taking a moment to reset, Matariki encourages us to honour the past while embracing new possibilities.

From all of us at Stewart Group, we wish you a meaningful Matariki and a restful long weekend.

Retirement isn't just about reaching a number; it's about having the confidence to live the life you want.With a thought...
08/07/2026

Retirement isn't just about reaching a number; it's about having the confidence to live the life you want.

With a thoughtful strategy and ongoing guidance, you can approach the future with greater clarity and peace of mind.

Let Stewart Group help you navigate the journey → www.stewartgroup.co.nz

If this chart feels a little chaotic, that's the point.The Randomness of Returns is one of our favourite investing remin...
07/07/2026

If this chart feels a little chaotic, that's the point.

The Randomness of Returns is one of our favourite investing reminders. From year to year, the best-performing asset class is almost impossible to predict. The constantly changing colours tell the story: markets are unpredictable. That's why diversification matters. Instead of chasing winners, build a portfolio designed to capture returns wherever they occur.

- Asset Class Returns, 2015 - 2025 | Period Ending 31 December 2025

Article No. 464 - Turning Fifty: The Inflection PointTurning 50 often feels like a milestone, but it is also a critica...
03/07/2026

Article No. 464 - Turning Fifty: The Inflection Point

Turning 50 often feels like a milestone, but it is also a critical financial inflection point. With retirement potentially spanning 30 years or more, the next 15 years become the most important time to focus on building income-generating assets and strengthening cash flow. It is easy to shift toward lifestyle spending just as pressure begins to ease, but this is when your financial strategy matters most.

Read the full article ➔ www.stewartgroup.co.nz/cannyview/464

03/07/2026

We're hiring!

Stewart Group is looking for a Front of House & Office Coordinator to be the welcoming face of our Hastings office. If you love people, thrive on organisation, and take pride in creating exceptional experiences, we'd love to hear from you.

Apply now ➔ https://nz.seek.com/job/93094320?ref=hirer-jobs-list

Address

204 Karamu Road North
Hastings
4122

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

0800 878 961

Website

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