The Adviser Talk

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...

Take The Rough With The Smooth 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 de...

Key KiwiSaver Changes in April 2019 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 financi...

Some positive KiwiSaver changes are coming into effect from 1 April 2019 and later in the year. These changes will provide greater options for New Zealanders to see their retirement savings increase over time. 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 o...

Do You Need Insurance In Your 20s? 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 financia...

Capital gains tax reforms in NZ 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 d...

The Problem With Using Rear Vision To Make Long Term Decisions 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 Advise...

Let's Talk About Your Health 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 fina...

Naked Options by Nick Stewart 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...

Canny View: Reviewing your 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 financ...

KiwiSaver Changes For 2019 by Geoff Wilson 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...