The Adviser Talk

The Adviser Talk

By by Stewart GroupBusinessNewsInvesting
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The Adviser Talk episodes

  • 2019 Market Rewind
    A routine task for financial journalists at this time of year is to write a summary of the year in markets. We thought we will give a go too!

    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.

    11 min
  • How Women Can Do Better With Investing
    Of all the assets controlled by women, 71% is in cash – aka not invested! Most women don’t think they know enough about investing and growing their savings; therefore, women wait to start investing until they feel more comfortable with investing and taking matters into their hands.

    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
  • 2019 KiwiSaver Rewind
    The KiwiSaver results are in for the December 2019 quarter and we review how market's high performance boosted our retirement savings accounts, with a detailed look at 2018 downturn.

    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.

    10 min
  • KiwiSaver Facts, Figures And The Future
    KiwiSavers' nest eggs should be transferred into a state-guaranteed scheme at age 65 to provide them with incomes for life, pensions experts say.The proposal, dubbed KiwiSpend, came in a report prepared for the Commission for Financial Capability by Susan St John and Claire Dale from Auckland University's Retirement Policy and Research Centre.KiwiSpend could be used by people to supplement NZ Super to live comfortable lives in retirement, without running the risk of outliving their savings, seeing them eaten away by inflation, or lost in unsuccessful investments or financial exploitation, they said.

    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
  • Women, Wellness & Wealth with Carol Reid (Soulpreneurs)
    This is a special episode with Carol Reid from Soulpreneurs (www.soulpreneurs.co.nz)hitting the sweet spot with the amazing 3Ws - Women, Wellness & Wealth. Hear it 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.

    17 min
  • Lifestyle Comparisons Pointless In Debtland

    Competitiveness can be good. It can drive us further. Lead us to do better things. Challenge ourselves in ways we didn’t think of. You don’t even need to compete with others. Compete against yourself.

    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
  • Millennials need a financial plan
    When young people and young families reach out to me or other financial advisers, it’s typically centered around particular financial questions, goals, or issues they need help with at that point in time. Other times, it’s a combination of all these things, as their situation has become too complex to manage by themselves.

    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.

    10 min
  • Her Money
    Numerous studies suggest that women often defer to their spouses or partners when it comes to making long-term financial decisions, a choice that can put them at a distinct disadvantage in the event of divorce or death of a spouse and significantly interrupt a woman’s financial path. While divorce rates for younger couples are steady or declining, research shows that late-life divorce is rising.

    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.

    12 min
  • Go The All Blacks With Milton Jennings
    For over a century the success of the All Blacks has shaped New Zealand’s national identity. I’m sure a lot of people wonder how a small country with just over five million people produces the most dominant and successful team in sport.Milton Jennings, former CEO of Fidelity Life and our current Advisory Board member, has completed an analysis and written a must-have book for rugby enthusiasts.  The book clearly states what it takes for New Zealand to win this World Cup.  Milton played rugby for 22 years, starting at the Pakuranga Rugby Club in 1964, Sacred Heart College in 1970 and the Marist Rugby Club in 1976.  He refereed for Auckland Rugby for 15 years.

    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.

    8 min
  • The Unpredictable And Unexpected Expenses
    You know those months when it seems like every single “extra” hits you at once? You’d been doing so well sticking to your spending plan—until your dog got sick and you had to rush him to the vet. And your car needed new brakes. And you had to buy a birthday gift for a last-minute party. And now your budget’s completely wrecked.A scenario like that may be hard to predict, but it’s not an uncommon one. Think back, and you’ll probably realize something similar happened a few months ago and a few months before that, too. Because the truth is, the only thing unpredictable about unpredictable, non-monthly expenses is which one will hit you when. Unexpected expenses actually come up pretty regularly for most of us.

    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,…

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