The Adviser Talk

The Adviser Talk

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The Adviser Talk episodes

  • Introducing Tim Ewen! | Episode 141

    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 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 Adviser and Risk 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

    The Adviser Talk 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.

    13 min
  • Nick talks rebuilding the Hawke's Bay economy | Episode 140

    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 is a Financial Adviser and CEO at Stewart Group, a Hawke's Bay-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


    The Adviser Talk 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.

    22 min
  • KiwiSaver with Adam | Episode 139

    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 Wellington NZ. 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


    The Adviser Talk 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.

    23 min
  • Nick Reviews 2022 | Episode 137

    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 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


    The Adviser Talk 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.

    28 min
  • Brent Chats About the OCR | Episode 138

    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 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-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 


    The Adviser Talk 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.

    20 min
  • How Not to Panic in Volatile Time | Episode 136

    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 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-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 
    • This episode was recorded on the 22nd of November 2022


    The Adviser Talk 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.

    20 min
  • Adam Chats about KiwiSaver | Episode 135

    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 financial planning and advisory firm based in Hawke's Bay and Wellington NZ. 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


    The Adviser Talk 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.

    22 min
  • The OCR and Planning for Your Retirement | Episode 134

    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 Adviser and CEO at Stewart Group, a Hawke's Bay-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



    The Adviser Talk 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.

    28 min
  • Bruce discusses the 7 Lessons of Volatility | Episode 133

    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 started, the better.



    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 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


    The Adviser Talk 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.

    22 min
  • The Grass is Always Greener | Episode 132

    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 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 from our team of expert financial advisers. Looking to get your financial house in order, and keep it that way? We can help.


    • Nick Stewart (Ngāi Tahu, Ngāti Huirapa, Ngāti Māmoe, Ngāti Waitaha) is a Financial Adviser and CEO at Stewart Group, a Hawke's Bay-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


    The Adviser Talk 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.

    27 min

About The Adviser Talk

From the publisher's feed

The Adviser Talk is where real conversations about money meet real life. Hosted by Stewart Group’s financial advisers, the podcast takes a thoughtful look at what is happening in markets,…

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