The Adviser Talk

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...

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...