The Adviser Talk

Not a lot of us have had the honour of representing our nation in cricket, but Taraia Robin can proudly say he has. As a teenager, he played against future superstars like Yuvraj Singh, who was also just starting out and is now a cricket legend.

However, despite Taraia's aspirations and potential to join the New Zealand Blackcaps, fate had other plans in store. Nevertheless, this setback did not deter him from finding an alternative path to success, which ultimately led to a remarkable journey.

We believe his inspiring and true story is one worth sharing.

The Adviser talk is also available on Spotify and Apple Podcast. 

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. 

• Taraia Robin (Ngāti Kahungunu ki Heretaunga, Ngāti Porou) is a Financial Adviser at Stewart Group, a Hawke's Bay and Wellington-based CEFEX & BCorp certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver scheme solutions.

• 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

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It's common to hear people boasting about their successful stock investments at BBQ gatherings. They often talk about the huge sums they've made, but what they don't mention is the many times they've lost money in the process.

In this recent discussion on The Adviser Talk, Rory emphasises that flashy stocks are not a quick fix for investing. Instead, a well-thought-out strategy and a diversified portfolio are key.

In case you missed Nick's article, 'Bright, Hot, Fast (Avoid Getting Burned by Flashy Stocks),' here's the link: https://buff.ly/4fajs7Z

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

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In this segment of The Adviser Talk, Bruce explores BRICS, the powerful alliance of Brazil, Russia, India, China, and South Africa.

For investors, the inclination is often towards developed nations. However, given the diverse nature and growth potential of BRICS, is it a wise investment choice? All this and more are discussed in this episode!

If you'd like to read more, here's the link to his article on BRICS: https://www.stewartgroup.co.nz/we-love-to-write/building-an-economic-block-brics

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

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

We're super stoked to announce that this is our 200th episode of The Adviser Talk! 🎉

Over the years, we've been through a change of three governments, navigated four recessions, endured a global pandemic, and whatnot! A big shoutout to Ken Morrison for being an incredible person to chat with, and a huge thank you to all our ardent listeners!

In this special episode, Nick discusses with Ken our battle against domestic inflation. We hope you find the discussion as insightful and engaging as we did. 

And if you haven't caught up on Nick's article, 'Premature Victory: The Hidden Battle Against Domestic Inflation in New Zealand', here's the link to it: https://buff.ly/3yopz8c

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

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

It's official: We've caught the Olympics fever!!! This week, we have Tim in the studio along with Ken, exploring the intriguing parallels between the Olympics and the stock market.

Together, they delve into a thought-provoking chat revolving around whether past performances can truly predict future performances, the significance of timing versus time in the stock market, and the importance of diversifying one's investment portfolio.

Click to read Nick's article 'Games & Global Diversification'

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

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

It can be imprudent to pin your financial future solely on a single investment – be it housing or any other specific industry or asset class. In this podcast, Brent explains the importance of being realistic when it comes to real estate investments and explores alternative investment options that are more likely to help you achieve your long-term financial goals.

Click to read Nick's article 'Get Real with Real Estate'

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. 

• Brent Allcock 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 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 

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

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:

1. The advent of online brokers and traders
2. Impacts of the 1990s technology bubble
3. Arrival of the iPhone
4. The emergence of Bitcoins
5. Integration of ESG principles in investment strategies
6. Facebook's IPO
7. Impact of politics & COVID on world markets

And if you haven't caught up on Nick's article, 'A Quarter Century of Financial Advice', here's the link to it: https://buff.ly/3RKV7eS

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

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

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 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

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

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: Budget 2024 - A Foundation For Change

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

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

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 our hard-earned money. 

The Adviser talk is also available on Spotify and Apple Podcast. 

• Paula Enticott is a Client Service Officer 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

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