The Adviser Talk

With scams on the rise, Bruce Jenks chats all about scams on the show. Tackling scams could be very tricky. It is important that we stay vigilant and always remember ‘If it sounds too good to be true, it probably is’. Read article on: https://www.stewartgroup.co.nz/we-love-to-write/the-emperors-new-portfolio The Adviser talk is also available on Spotify and Apple Podcast .  Bruce Jenks (AIF,...

At the studio, Nick dives into the 'boring and inflationary' budget for 2023 with Ken. Does it address the pressing issues? There has been plenty of buzz around its implications. Read the article: https://www.stewartgroup.co.nz/we-love-to-write/boring-and-inflationary-budget-2023 Nick Stewart is a Financial Adviser and CEO at Stewart Group, a Hawke's Bay-based CEFEX certified financial planning an...

On this podcast our very own Risk Insurance Manager, Tim Ewen delves deep into the topics life insurance, policy ownership and income protection. 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 of expert financial advisers. Looki...

Taraia Robin from our Hastings office speaks about ACI Funds, Stewart Group Asset Management’s managed investment scheme that offers a range of investment options for investors. The Adviser talk is also available on Spotify and Apple Podcast .  Stewart Group is a Hawke's Bay-based CEFEX certified financial planning and advisory firm that provides personal Fiduciary Services, Wealth Management...

Nick chats about 300 - the number of articles that we hit under the Canny View column on Hawkes Bay Today! And if you've been wondering why it is important not to have all your eggs in one basket, this is the podcast to listen to. Read the article: https://www.stewartgroup.co.nz/we-love-to-write/the-300-staying-strong-in-uncertain-times Nick Stewart is a Financial Adviser and CEO at Stewart Group,...

Enjoy part 2 of the special episode on The Adviser Talk, Canadian retirement expert Barry LaValley sat down with Ken and chatted all about retirement.   The Adviser talk is also available on Spotify and Apple Podcast .    Barry LaValley is a Canadian retirement expert, author, and the founder of Retirement Lifestyle Center. He has over 40 years of experience and works with individua...

In a special episode on The Adviser Talk, Canadian retirement expert Barry LaValley sat down with Ken and chat all about retirement.   The Adviser talk is also available on Spotify and Apple Podcast .    Barry LaValley is a Canadian retirement expert, author, and the founder of Retirement Lifestyle Center. He has over 40 years of experience and works with individuals and organizatio...

Stewart Group Wealth Adviser Bruce Jenks returns to the studio to chat arrears, taking on debt, and the value of cash in uncertain times (as per Cyclone Gabrielle). The Adviser talk is also available on Spotify and Apple Podcast .  Bruce Jenks (AIF, J.P.) is a Financial Adviser at Stewart Group, a Hawke's Bay-based CEFEX certified financial planning and advisory firm. Stewart Group provides p...

In this very auspicious episode of The Adviser Talk, we welcome Tim Ewen to our studio line-up! Tim dropped by the studio to chat to Ken about... well... Tim, and his role as our Risk Manager. Topics include Tim's financial services tenure, how he almost became a pilot (or a policeman), and how everyone needs insurance cover - but you need to make sure it's the right cover for you. The Adviser Tal...

In the wake of Cyclone Gabrielle's impact, Nick and Ken discuss the way forward from here. Topics include fiscal envelopes, Cyclone Bola comparisons, and Nick's recommendations for a Government-funded, regionally-led recovery effort. This episode was recorded on Thursday 23 February, 2023. Read the article: https://www.stewartgroup.co.nz/we-love-to-write/rebuilding-hawkes-bays-economy Nick Stewart...

Welcome back to the podcast KiwiSaver specialist, Adam Deck, who dropped in to discuss everything about KiwiSaver! Adam explains what is KiwiSaver and how it can benefit you now and in the future. The Adviser talk is also available on Spotify and Apple Podcast .  Adam Deck is a Financial Adviser at Stewart Group, a CEFEX certified financial planning and advisory firm based in Hawke's Bay and...

On this episode, Nick looks back on 2022 before we embark on a new year (and new challenges and successes to cover on The Advisor Talk podcast in the new year!) We hope you have a (well-deserved) restful, safe and happy holiday season. Nick Stewart is a Financial Adviser and CEO at Stewart Group, a Hawke's Bay-based CEFEX certified financial planning and advisory firm. Stewart Group provides perso...

From knowing where your Toby is to the OCR, we have Brent back this week to discuss basis points, cash rates, and...plumbing ?!   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 of expert financial advisers. Looking to get your financi...

Times are tough with inflation and interest rates continuing to rise... luckily we have Brent Allcock back in the studio this week to discuss how to avoid panic in volatile times! 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 of expert fi...

Welcome back to the podcast KiwiSaver specialist, Adam Deck, who dropped in to discuss all things KiwiSaver! Topics include working with clients to find the best plan, risk appetite, and sticking to the plan in times of volatility (like the past few months). The Adviser talk is also available on Spotify and Apple Podcast .  Adam Deck is a Financial Adviser at Stewart Group, a CEFEX certified...

This week on The Adviser Talk: Recession? Depression? Is history repeating itself? Nick dives into the OCR. Also, Nick covers how to accumulate enough wealth to live comfortably and retire easily with the golden watch or silver spoon set. The Adviser talk is also available on Spotify and Apple Podcast .  Nick Stewart (Ngāi Tahu , Ngāti Huirapa, Ngāti Māmoe, Ngāti Waitaha) is a Financial Advis...

This week Bruce joins the show to chat about volatility. With the New Zealand dollar being driven down, inflation continuing and interest rates rising... It's the perfect storm according to the NZ media! Sounds like the perfect time to listen to Bruce's Lessons on Volatility. While it’s not possible to predict the future, you can plan to accommodate its ups and downs – and the sooner you get start...

Nick returns to break down the age-old question... is the grass greener on the other side? Fresh from a professional development tour of leading financial advisory firms in the USA and Canada (including two conferences, with Dimensional Fund Advisers and the Global Alliance of Independent Advisors), Nick chats the latest in NZ as well as business and life flourishing overseas. Read the Canny View...

Craig is back in the studio with Ken this week talking about insurance! The who, what, when, and why... and who to talk to about the how.   Read the Canny View article  here .      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...

Welcome to a special edition of The Adviser Talk! We're in our own studio for this episode, where Nick and Rita sat down with John Campbell (co-founder and CEO of Our Energy) to talk Te Rehe Solar Network, how we think about energy use, and the back-to-the-future style of community energy sharing. Topics include the napkin-to-networks pipeline of Our Energy's development, the increase in solar ene...

Bruce Jenks pops in to chat about all things Power of Attorney. Topics include the basic ins-and-outs (including the who, what, when, and why of a POA), the importance of having a POA, and deciding who's the right person to sign your life away to. The Adviser talk is also available on Spotify and Apple Podcast .  Bruce Jenks (AIF, J.P.) is a Financial Adviser at Stewart Group, a Hawke's Bay-b...

Nick discusses the RBNZ making a meal of it! Topics include the Reserve Bank of New Zealand failing to provide the one thing central banks should (price stability), The Ranfurly Shield, and the elephant in the room... INFLATION! Read the Canny View article here. The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts . Follow Stewart Group on Facebook...

From the price of butter to looking forward to things we can psychologically control, we have Brent back this week discussing mortgages, inflation, and everything in between!   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 of expert...

This week on the show Nick discusses trusting the swing and your financial caddie, topics include the long term game of KiwiSaver, seeking financial help and the World Cup of investing.   Read the Canny View article  here.      The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts .      Follow Stewart Group o...

This week Nick is back in the studio with Ken covering a range of topics from celebrating Matariki in your everyday life, banks’ financial services (or lack of), volatility and ‘playing the long game’ – “No market continues to go up in a uniform fashion everywhere.”    Read the Canny View article  here.      The Adviser Talk is available on all popular streaming platf...