Canny View Podcast

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 and Apple Podcasts. 

• Rory O'Neill is a Financial Adviser as well as the Director and General Manager at Stewart Group, a Hawke's Bay and Wellington-based CEFEX-certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions. 
• 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 disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz

Canny View Podcast is available on all major streaming platforms, including Spotify and Apple Music.

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 disclosure statement can be obtained free of charge by calling 0800 878 961 or visiting our website, www.stewartgroup.co.nz

Hosted on Acast. See acast.com/privacy for more information.

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 the festive spirit. During this holiday period, many of you may be considering staying at an Airbnb or even contemplating it as an investment opportunity. Nick delves into this popular option in this podcast. Don't miss out on this intriguing discussion!

Click to read Nick's article "Airbnb: from easy breezy to risky business or, an awkward about-face on app tax"

The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts. 

• Nick Stewart is a Financial Adviser and CEO at Stewart Group, a Hawke's Bay and Wellington-based CEFEX-certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions. 
• 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 disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz

Canny View Podcast is available on all major streaming platforms, including Spotify and Apple Music.

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 disclosure statement can be obtained free of charge by calling 0800 878 961 or visiting our website, www.stewartgroup.co.nz

Hosted on Acast. See acast.com/privacy for more information.

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 the importance of conducting thorough research and maintaining a healthy level of suspicion. Being vigilant and questioning everything is key to protecting oneself from scammers. 

Click to read our article "More Scams To Boot"

The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts. 

• Rory O'Neill is the Director and General Manager at Stewart Group, a Hawke's Bay and Wellington-based CEFEX-certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions. 
• 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 disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz

Canny View Podcast is available on all major streaming platforms, including Spotify and Apple Music.

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 disclosure statement can be obtained free of charge by calling 0800 878 961 or visiting our website, www.stewartgroup.co.nz

Hosted on Acast. See acast.com/privacy for more information.

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 Apple Podcasts. 

Follow Stewart Group on Facebook for the latest updates and articles from our team of expert financial advisers. Looking to get your financial house in order, and keep it that way? We can help. 

• Tim Ewen is a Risk Insurance Manager at Stewart Group, a Hawke's Bay and Wellington-based CEFEX-certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions. 
• 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 disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz

Canny View Podcast is available on all major streaming platforms, including Spotify and Apple Music.

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 disclosure statement can be obtained free of charge by calling 0800 878 961 or visiting our website, www.stewartgroup.co.nz

Hosted on Acast. See acast.com/privacy for more information.

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 tips on joining the wealth club!

If you want to learn more about the ACI Funds that Nick discusses at the beginning of the podcast, visit www.acifunds.co.nz

Click to read the article “What's Your Number? Income Satiation and Happiness”

The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts. 

• Nick Stewart is a Financial Adviser and CEO at Stewart Group, a Hawke's Bay and Wellington-based CEFEX-certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions. 
• 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 disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz

Canny View Podcast is available on all major streaming platforms, including Spotify and Apple Music.

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 disclosure statement can be obtained free of charge by calling 0800 878 961 or visiting our website, www.stewartgroup.co.nz

Hosted on Acast. See acast.com/privacy for more information.

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 Podcasts. 

Follow Stewart Group on Facebook for the latest updates and articles from our team of expert financial advisers. Looking to get your financial house in order, and keep it that way? We can help. 

• Tim Ewen is a Risk Insurance Manager at Stewart Group, a Hawke's Bay and Wellington-based CEFEX-certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions. 
• 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 disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz

Canny View Podcast is available on all major streaming platforms, including Spotify and Apple Music.

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 disclosure statement can be obtained free of charge by calling 0800 878 961 or visiting our website, www.stewartgroup.co.nz

Hosted on Acast. See acast.com/privacy for more information.

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 Companies, a Hawke's Bay and Wellington-based CEFEX-certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions. 
• The information provided, or any opinions expressed in this article, 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 disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz

Canny View Podcast is available on all major streaming platforms, including Spotify and Apple Music.

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 disclosure statement can be obtained free of charge by calling 0800 878 961 or visiting our website, www.stewartgroup.co.nz

Hosted on Acast. See acast.com/privacy for more information.

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-looking country”. He delves into his aptly named article 'No, really - the grass is not always greener'.

Make sure you stay tuned until the very end of this episode to hear about his GAIA tour in Germany and Sweden and a very captivating, personal story.

• Click to read the article “Paradoxes and the pursuit of happiness”

• Click to read the article “No, really - the grass is not always greener”

The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts. 

• Nick Stewart is a Financial Adviser and CEO at Stewart Group, a Hawke's Bay and Wellington-based CEFEX-certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions. 
• 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 disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz

Canny View Podcast is available on all major streaming platforms, including Spotify and Apple Music.

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 disclosure statement can be obtained free of charge by calling 0800 878 961 or visiting our website, www.stewartgroup.co.nz

Hosted on Acast. See acast.com/privacy for more information.

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. 

Follow Stewart Group on Facebook for the latest updates and articles from our team of expert financial advisers. Looking to get your financial house in order, and keep it that way? We can help. 

• Tim Ewen is a Risk Insurance Manager at Stewart Group, a Hawke's Bay and Wellington-based CEFEX-certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions. 
• 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 disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz

Canny View Podcast is available on all major streaming platforms, including Spotify and Apple Music.

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 disclosure statement can be obtained free of charge by calling 0800 878 961 or visiting our website, www.stewartgroup.co.nz

Hosted on Acast. See acast.com/privacy for more information.

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 Podcast. 

• Brian Hult (CQIB, NZCFS, Dip. NZX, AIF®) is a Financial Adviser at Stewart Group, a Hawke's Bay and Wellington-based CEFEX-certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions. 
• The information provided, or any opinions expressed in this article, 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 disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz

Canny View Podcast is available on all major streaming platforms, including Spotify and Apple Music.

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 disclosure statement can be obtained free of charge by calling 0800 878 961 or visiting our website, www.stewartgroup.co.nz

Hosted on Acast. See acast.com/privacy for more information.