The Adviser Talk

By by Stewart GroupBusiness News Investing

The Adviser Talk episodes

June 06, 2020 There is a lot of investing FOMO going around?
Published on 6 June 2020. Investing FOMO is when you watch a share price soar to new highs, and you realise you missed out on the opportunity. You might spend the next hours, days, weeks thinking about what could have been the returns. This type of self-talk and do-it-yourself financial planning is damaging to your mental health and retirement goals.
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.
24 min
June 02, 2020 All things KiwiSaver: Hardship claims, switching funds & government contributions
Financial hardship applications for KiwiSaver could spike up substantially in the second half of the year as the 12-week employer wage subsidy period comes to a close, experts predict.
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.
24 min
May 20, 2020 Budget 2020, higher taxes on the way
The government has unveiled Budget 2020 under the most challenging economic conditions since 1984 and with expectations from the whole nation that it will cushion the economy from the fallout from COVID-19, the stakes are surely high. This budget is seen as the voyager for our journey around the dark side of the moon.
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
May 19, 2020 COVID-19’s Impact on Cybersecurity with Martyn Levy
The COVID-19 pandemic has forced organisations and individuals to embrace new practices such as social distancing and remote working. While the world is focused on the health and economic threats posed by COVID-19, cyber criminals around the world undoubtedly are capitalizing on this crisis.

The guest on this podcast Martyn Levy owns and leads Nextro (formerly called as Acurix Networks NZ), a specialist technology infrastructure owner and managed services provider of telecommunications and security solutions to medium enterprises in New Zealand. Martyn is also a professional non-executive director and Chartered Member of the Institute of Directors. Earlier in his career Martyn led strategy for 2degrees having begun his working life as a banking and finance lawyer in Auckland and then in Moscow.

Martyn's book suggestions:
1. Homo Deus by Yuval Noah Harari https://www.ynharari.com/book/homo-deus/
2. Leadership Strategy and Tactics: Field Manual by Jocko Willink
https://www.goodreads.com/en/book/show/51136198-leadership-strategy-and-tactics

Martyn's web security tool suggestion: www.switchonsafety.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
May 14, 2020 Canny View: The Wild West of Lending
On 29 April 2020, the Reserve Bank removed the high LVR restrictions for 12 months in response to the economic impact of the COVID-19.
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.
24 min
May 09, 2020 The ready and robust will survive
COVID-19 has got the attention of the world, in New Zealand we are looking at the rapidly evolving threat around the economic recovery. The four weeks level 4 shutdown impacted the business community across the country, potentially sending unemployment numbers as high as 25 per cent.
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.
25 min
May 05, 2020 Lessons to learn from the current bear market
Stressful events such as the current bear market are an unpleasant reality, with many investors trying to wish away negatives results in the hope they become a distant memory, but they also provide incredibly important lessons for investors and financial advisers.
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
April 23, 2020 Rebalancing Your Portfolio
Periodic rebalancing is generally a good way to keep your investments on track and to prevent your portfolio from changing too drastically during volatile markets – like the one we are experiencing now with COVID-19 outbreak.
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.
16 min
April 09, 2020 The NZ housing market amid COVID-19
The NZ housing market amid COVID-19 by Stewart Group
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.
21 min
April 07, 2020 Panic Buying And Selling
The outbreak of COVID-19 has provided numerous examples of decisions that are seemingly fuelled by stress and uncertainty; from the bizarre stockpiling of toilet paper to investors moving between funds and cashing out.
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

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,…

news, and everyday finances, and what it actually means for people trying to make good long-term decisions.

From investing pitfalls and insurance myths to the emotional side of money and lessons drawn from history, each episode is practical, grounded, and refreshingly honest. Expect clear thinking, relatable examples, and the occasional unexpected story, all aimed at helping you feel more confident about your financial choices.

Got a topic you would like us to explore? Email us anytime

You’ll find CEO Nick Stewart our most frequent flyer in the hot seat – Nick is a Financial Adviser, Accredited Investment Fiduciary, Associate Financial Planner of Financial Advice New Zealand, and holds a number of directorships in privately-owned companies and independent trusteeships.

About Stewart Group

Stewart Group is a financial planning and advisory firm based in Hawke's Bay and Wellington. We offer personal fiduciary services, wealth management, risk insurance, and KiwiSaver solutions. Our approach is guided by our core values of honesty, integrity, and loyalty. These principles reflect our family-oriented philosophy, which we apply in our daily operations.

We pride ourselves on fostering strong, personal relationships with our clients, delivering tailored services that meet their individual needs. As one of only eight CEFEX-accredited firms in New Zealand, we are dedicated to upholding the highest fiduciary standards and promoting a culture of continuous improvement.

Through our owners, directors and team members, Stewart Financial Group (NZBN: 9429040213187) identifies as a Māori-affiliated business.

•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.

Share The Adviser Talk

Sign up to save your podcasts

The Adviser Talk

The Adviser Talk episodes

About The Adviser Talk

More shows like The Adviser Talk

The Trusted Adviser