The Adviser Talk

In investing, our instinctual "reptilian brain" often leads us to make impulsive decisions driven by fear or greed. To succeed, we need to engage our neocortex for rational, long-term planning. In this podcast, Bruce Jenks, our financial adviser at Stewart Group, emphasises the importance of managing emotional triggers and remaining calm. This approach helps build confidence and peace of mind, mak...

For many young New Zealanders, embarking on an Overseas Experience (OE) in the UK is a popular choice. This has often led to the accumulation of assets. However, these assets are often left untouched, waiting for the right moment to be addressed. Given the recent political shifts in the UK, it may be prudent to take proactive steps. Brent discussed how this is the opportune time to seek advice fro...

How can a business stay afloat if it can't generate revenue due to a key person in the business being unwell, deceased, or involved in an accident? This week on #TheAdviserTalk, Tim Ewen provides insightful answers to this critical question, addressing business risk, ACC, and more! We hope you find this invaluable podcast both informative and engaging! The Adviser Talk is available on all popular...

Not a lot of us have had the honour of representing our nation in cricket, but Taraia Robin can proudly say he has. As a teenager, he played against future superstars like Yuvraj Singh, who was also just starting out and is now a cricket legend. However, despite Taraia's aspirations and potential to join the New Zealand Blackcaps, fate had other plans in store. Nevertheless, this setback did not d...

It's common to hear people boasting about their successful stock investments at BBQ gatherings. They often talk about the huge sums they've made, but what they don't mention is the many times they've lost money in the process.   In this recent discussion on The Adviser Talk, Rory emphasises that flashy stocks are not a quick fix for investing. Instead, a well-thought-out strategy and a divers...

In this segment of The Adviser Talk, Bruce explores BRICS, the powerful alliance of Brazil, Russia, India, China, and South Africa.   For investors, the inclination is often towards developed nations. However, given the diverse nature and growth potential of BRICS, is it a wise investment choice? All this and more are discussed in this episode! If you'd like to read more, here's the link to h...

We're super stoked to announce that this is our 200th episode of The Adviser Talk! 🎉 Over the years, we've been through a change of three governments, navigated four recessions, endured a global pandemic, and whatnot! A big shoutout to Ken Morrison for being an incredible person to chat with, and a huge thank you to all our ardent listeners! In this special episode, Nick discusses with Ken our ba...

It's official: We've caught the Olympics fever!!! This week, we have Tim in the studio along with Ken, exploring the intriguing parallels between the Olympics and the stock market. Together, they delve into a thought-provoking chat revolving around whether past performances can truly predict future performances, the significance of timing versus time in the stock market, and the importance of dive...

It can be imprudent to pin your financial future solely on a single investment – be it housing or any other specific industry or asset class. In this podcast, Brent explains the importance of being realistic when it comes to real estate investments and explores alternative investment options that are more likely to help you achieve your long-term financial goals. Click to read Nick's article 'Get...

In celebration of Nick Stewart's 25-year milestone at Stewart Group, Ken Morrison sat down with him to delve into the significant changes observed over the years.   Among the topics covered were: The advent of online brokers and traders Impacts of the 1990s technology bubble Arrival of the iPhone The emergence of Bitcoins Integration of ESG principles in investment strategies Facebook's IPO I...

In times of economic hardship, many people may consider reducing their insurance coverage. Is this really a wise decision? How can you make an informed choice in such circumstances? These questions are explored in this podcast featuring our Risk Insurance Manager, Tim Ewen, and Ken Morrison. Tune in for valuable insights! The Adviser Talk is available on all popular streaming platforms, including&...

Rory chats about budget 2024, reflecting on the questions many had in mind. Is the new budget a foundation for change? Are we finally seeing a beacon of hope? 🤔   Amidst the multitude of factors at play in shaping New Zealand's future, Rory discusses how we could turn things around and what we might have in store.   In case you missed Nick's article on the budget, here's the link to it:...

While there is much debate about whether the Pavlova belongs to Australia or New Zealand, we want you to remember that your Australian Super is yours alone! And if your Aussie Super is still back in Australia, you've got Paula to the rescue! Paula, our client service officer, joins Ken in the studio for the first time (whoot-whoot) to discuss Aussie Super and why we Kiwis shouldn't leave behind ou...

In today's episode of our podcast, Bruce Jenks, our adviser based in Hawke's Bay, delves into the concept of 'stagflation'. This economic term, coined from the combination of 'stagnation' and 'inflation', is a topic of interest for curious investors seeking to understand its implications, causes, and potential repercussions. During the discussion, he also touches upon the term 'stickyflation', pro...

We have Nick in the studio this time shedding some light on his recent two articles. Paying a Premium – or not, in some cases... and Inflation’s Still Biting: Who’s on the Hook? In the past, owning a rental property was a popular dream due to its assured income. Unfortunately, many New Zealanders who attempt to climb the housing ladder find themselves struggling financially due to increasing mortg...

Brent Allcock, our financial adviser based in our Wellington office, engages in a conversation with Ken on trust, fiduciaries, and financial planning. Together, they explore the facets that shape trustworthiness when choosing to engage a financial adviser. Here at Stewart Group, we are committed to working with clients with the utmost transparency, reliability, and steadfast dedication to helping...

Joining us in the studio is Tim Ewen, our risk insurance manager, engaging in a concise discussion with Ken about the intricacies of insurance. Their conversation revolves around essential insurance policies, key factors to be mindful of, ACC, and much more. At Stewart Group, our ultimate satisfaction lies in ensuring the right money goes to the right people at the right time! We take great pride...

Preparing your children with solid financial habits before they are thrust into a world that encourages spending over any other money behaviour is crucial. Taraia Robin, our Financial Adviser, discusses his thoughts on educating kids about money in this podcast. Dive into this podcast for valuable tips on setting your kids up for a secure financial future. Here's Taraia's article on "Valuable Less...

Just over a year ago we as a community faced the aftermath of Cyclone Gabrielle. In this podcast, Nick reflects along with Ken on the ordeal we faced and the resilience it took to prevail over the destruction by the cyclone. The discussion also raises questions of whether our readiness for future natural disasters is adequate. Further, they also touch on the financial struggles we continue to endu...

What would you do if you were heading towards a million dollars or a substantial sum of money? While it's important to enjoy the fruits of our labour and splurge some money on our wishlist items, it is also wise to make some sound investments. Here's Bruce discussing what to do if $1M comes your way. Click to read his article "If $1M Fell Into My Lap…" The Adviser talk is also available on Spotify...

In our first podcast of the year, Rory chats with Ken about market forecasting. Predicting the market makes good headlines and sparks conversations, yet it is not always precise and is more challenging than it appears to be. Click to read our article "Hindsight is 20/20 (or: Don’t Bet on Market Forecasts)" The Adviser Talk is available on all popular streaming platforms, including  Spotify &n...

What an eventful year it has been, with 24 podcasts totalling 480 hours of recording! We deeply appreciate your support and hope that we have provided you with valuable insights on a wide range of financial topics. Thank you for being a part of our journey this year, and we can't wait to continue bringing you engaging content in the future. As we wrap up the year, we have Nick and Ken embracing th...

We welcome Rory O'Neill, our Director and General Manager to #TheAdviserTalk Speaking for the first time on the podcast, Rory engages in a conversation with Ken about the prevalent issue of scams & scammers! He reiterates the best sense check of all times: 'If it sounds too good to be true, it probably is'. During his conversation, he also sheds light on the craftiness of scammers, stressing t...

In this episode, Tim engages in a conversation with Ken about one of the most important and least comprehended aspects of investing - Risk-Adjusted Returns. Tune in for a succinct discussion about the what and why of keeping track of your investments and emotions through risk-adjusted returns. The Adviser Talk is available on all popular streaming platforms, including  Spotify  and ...

Have you ever wondered about the cost of happiness? In this podcast, Nick discusses the S Money report that does the legwork to turn the age-old question of “Can money make you happy?” into “How much might it take?” Furthermore, he explores topics such as: The ideal time to initiate financial planning The negative consequences of comparing oneself to others and living beyond one's means Valuable t...