The Adviser Talk

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...

Placing a firm emphasis on 'having a plan before you need it', our Risk Insurance Manager, Tim Ewen, thoroughly explores the intricacies and necessities of ACC, Health Insurance, and Income Protection. If a succinct guide on ACC is what you're after, then this podcast is just for you! The Adviser Talk is available on all popular streaming platforms, including  Spotify  and  Apple Po...

In this podcast, Bruce reiterates the value of long-term thinking, emphasising its benefits and discussing how to integrate it into your financial planning. Be sure to tune in to his valuable conversation with Ken.  The Adviser talk is also available on Spotify and Apple Podcast .  Bruce Jenks (AIF, J.P.) is a Financial Adviser at Stewart Group and the Director of Stewart Group Trustee C...

In this podcast, Nick takes us through his article 'Paradoxes and the pursuit of happiness'. He unravels how our relentless pursuit of material success, without clearly articulating our goals, can ultimately lead us to a hollow sense of happiness. Additionally, he opens our eyes to the obscured realities of New Zealand, where the country is often portrayed as a “negative, wet, whiny, inward-lookin...

This time, Tim is back in the studio with Ken, discussing risk planning. In this comprehensive conversation, they dive into various aspects of risk planning. Income protection, life insurance, and the role of ACC are some of the topics that they touch upon in this podcast. The Adviser Talk is available on all popular streaming platforms, including  Spotify  and  Apple Podcasts .&nbs...

In this very special episode, we welcome Brian Hult to the studio for the first time. Brian is the newest adviser in our Hastings office. Having worked with some of the world’s largest financial services companies, he brings a wealth of experience. In this podcast, he delves into an informative chat with Ken on investment diversification. The Adviser talk is also available on Spotify and Apple Pod...

Choosing your financial guide is one of the most important decisions you’ll ever make - it can make a profound difference in life's trajectory. And in this podcast, we have Bruce Jenks discussing the six questions you should ask when you meet a prospective adviser. Read the article on: https://www.stewartgroup.co.nz/we-love-to-write/the-6-questions-to-ask-when-choosing-who-manages-your-money The A...

In this special episode, we welcome Rob Douglas back to our studio. Rob is a local property valuator specializing in the valuation of commercial and residential properties. Furthermore, he is also the ACT candidate for Tukituki, which adds a unique political perspective to the podcast. The conversation focuses on property matters in the first half and eventually moves on to an engaging discussion...

We have Brent Allcock from our Wellington office back this week to discuss all about predicting the market. Can the many chart-watching soothsayers actually foresee what happens next?   The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts .      Follow Stewart Group on Facebook for the latest updates and articles from our team o...

In this episode, Nick chats all about ACI Funds. A structured PIE fund officially launched by Stewart Group Asset Management to bridge the investment options gap between KiwiSaver and bespoke wealth management products. To learn more visit www.acifunds.co.nz Nick Stewart is a Financial Adviser and CEO at Stewart Group, a Hawke's Bay-based CEFEX certified financial planning and advisory firm. Stewa...