The Adviser Talk

KiwiSavers' nest eggs should be transferred into a state-guaranteed scheme at age 65 to provide them with incomes for life, pensions experts say. The proposal, dubbed KiwiSpend, came in a report prepared for the Commission for Financial Capability by Susan St John and Claire Dale from Auckland University's Retirement Policy and Research Centre. KiwiSpend could be used by people to supplement NZ Su...

This is a special episode with Carol Reid from Soulpreneurs (www.soulpreneurs.co.nz)hitting the sweet spot with the amazing 3Ws - Women, Wellness & Wealth. Hear it out! The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should...

Competitiveness can be good. It can drive us further. Lead us to do better things. Challenge ourselves in ways we didn’t think of. You don’t even need to compete with others. Compete against yourself. The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class o...

When young people and young families reach out to me or other financial advisers, it’s typically centered around particular financial questions, goals, or issues they need help with at that point in time. Other times, it’s a combination of all these things, as their situation has become too complex to manage by themselves. The information provided, or any opinions expressed in this show, are of a...

Numerous studies suggest that women often defer to their spouses or partners when it comes to making long-term financial decisions, a choice that can put them at a distinct disadvantage in the event of divorce or death of a spouse and significantly interrupt a woman’s financial path. While divorce rates for younger couples are steady or declining, research shows that late-life divorce is rising. T...

For over a century the success of the All Blacks has shaped New Zealand’s national identity. I’m sure a lot of people wonder how a small country with just over five million people produces the most dominant and successful team in sport. Milton Jennings, former CEO of Fidelity Life and our current Advisory Board member, has completed an analysis and written a must-have book for rugby enthusiasts.  ...

You know those months when it seems like every single “extra” hits you at once? You’d been doing so well sticking to your spending plan—until your dog got sick and you had to rush him to the vet. And your car needed new brakes. And you had to buy a birthday gift for a last-minute party. And now your budget’s completely wrecked. A scenario like that may be hard to predict, but it’s not an uncommon...

Finding $20 in your pocket is always great but imagine finding thousands of dollars in Australian superannuation that you had lost track of? The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice speci...

According to KPMG's Head of Financial Services John Kensington, New Zealanders need advice from financial advisers to improve complex investment and retirement outcomes but face an enormous obstacle – a lack of trust. With the Australian Royal Commission fresh in all our minds, it’s not just the profession who suffer from bad advisers, vertical integration and the associated conflicts of interest,...

Trust comes naturally to some professions. Take the recent survey ‘The future of trust’ commissioned by Chartered Accountants Australia and New Zealand (CAANZ) which revealed that the top three trustworthy professions in New Zealand are doctors/nurses, engineers and teachers. It makes sense, at their core we must trust these professions with our health, safety and children. The information provide...

Which came first – the mental health issues affected by financial problems, or the financial problems affected by mental health issues? It’s hard to say, but one thing we do know is that your finances and mental health are intrinsically linked. This is a special podcast episode by our advisers, Trudi & Sian, inspired to do their part for World Mental Health Awareness week (Oct 10). The information...

Welcome to our third podcast show Signal vs Noise. In this very first episode, our KiwiSaver adviser Geoff Wilson and CEO Nick Stewart talk about Rugby, media noise around KiwiSaver and fees. The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financi...

And this happened...Our ‘canny view’ podcast show on Radio Kidnappers clocks up 100episodes. Thanks to Ken and Team at Radio Kidnappers. The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific...

In this podcast episode, Trudi Vossen and Don Stewart talk about how financial advisers represent clients and their interests when giving advice and most importantly during insurance claim times. The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of fin...

Ways to grow your KiwiSaver by Stewart Group The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decis...

Glen & Trudi talk about all thing wealth management at Stewart Group in this Episode Zero of The Real Wealth podcast channel. The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your cir...

Some FAQs on Life Insurance by Stewart Group The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decis...

If trusts are an important aspect of managing your assets, it is vital that you understand your changing rights and obligations, and action these where needed. The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek fin...

We are excited to announce the launch of our very first podcast channel 'The Real Risk'. Our star financial advisers Trudi & Sian share their stories and talk about how to stay on an "Everything is Okay!!!" mode in life. The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financia...

The Single Investment by Stewart Group The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions....

Reasons You Need Insurance by Stewart Group The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisi...

KiwiSaver and more... by Stewart Group The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions....

Bonds, Shares and Unit Trusts by Stewart Group The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial dec...

What happens when someone with life insurance dies? by Stewart Group The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before ma...

Blue Chip Shares by Stewart Group The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A dis...