The Adviser Talk

This week we have Brent Allcock in the hot seat discussing KiwiSaver, mortgage rates, and savings.

Topics include a surprising sunny day in Wellington, supply chain woes, stress-testing where you're sitting with your debt, and planning for retirement. 

Read the articles mentioned:

When it Rains, it Pours

Getting Super Motivated

• 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.

This week on the show Nick and Ken revisit the Melbourne Cup, picking winners and some infamous investments that were touted as sure things. Topics include economic moats, the NZX, crying over spilt (A2) milk, and knowing your own risk appetite.

Read the articles mentioned:

Riding for a Fall

The Skinny on CEFEX Accreditation

• 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.

This week on the show Nick chats inflation (which is both a thief and a snowball), skyrocketing house prices, and how both aren't likely to go anywhere anytime soon. Topics include nasty surprises at the fuel pump, elasticity, and the wisdom of burying cash under the lemon tree.

Read the articles:

Let's Talk Inflation

Is Property Still the Golden Goose?

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.

This week Nick and Ken chat money in relationships, what might be causing financial stress here and abroad, and a few things that may not be savvy investments in retrospect - goats and possum fur, anyone?

Topics include our five year anniversary with our Canny View column, transparency with your partner, and changing attitudes towards money over generations.

Read more of the article that inspired this episode on our blog: https://www.stewartgroup.co.nz/we-love-to-write/2021/9/22/how-to-stop-fighting-about-money

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.

The social media is blowing up with ongoing talks about a hamster. A hamster? It may come as a surprise, but a hamster in Germany is proving "A Random Walk Down Wall Street" author Burton Malkiel's hypothesis that a blindfolded monkey throwing darts at a stock ticker list in the newspaper could do just as well as a human investment professional.

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.

While we understand the impact of COVID-19, the biggest global health crisis in 4 generations, Alzheimer’s disease demands more attention. But why? Every 3 seconds, someone in the world develops dementia and with the current number of dementia being 50 million people this number is only set to double over the next 20 years reaching 82 million in 2030.

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.

The outbreak of COVID-19 has ushered in a new situation. Risk sits at the forefront of every investor's thinking right now. For retirement savers, it is uncomforting to see the value of their portfolios shrink substantially within such a short period.

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.

The outbreak of COVID-19 has ushered in a new situation. Risk sits at the forefront of every investor's thinking right now. For retirement savers, it is uncomforting to see the value of their portfolios shrink substantially within such a short period.

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.

A topic we can all understand is coffee, wouldn’t it be great if making financial decisions were as simple as buying a cup of coffee? This is where financial advisors come to play and become the answer booklets to these questions. Their primary goal is to help clients determine whether they are on the right track to meet their goals and outline their path to overall financial success.

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.

Okay, the annual inflation is now running at 3.3%. In the June 2021 quarter compared with the March 2021 quarter, the New Zealand Consumer Price Index (CPI) rose 1.3%. A much stronger lift than the market expectations.

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.