On 27th January 2021, Stewart Group completed 34 years as a comprehensive, independent financial planning firm with evidence-based investments and risk insurance expertise. 

Stewart Group in 2021 bears very little resemblance to the business that Don Stewart set up 34 years ago. A lot was done since 1987 to stay on our toes as far as the newest financial regulations go. However, one thing that hasn’t changed is the core principles of trust, and good service Stewart Group provides to clients since its inception.

We are strong supporters of our local community and we know that many of our clients value that Stewart Group is a New Zealand owned and operated business.

A big thanks to our fantastic team in Hawke's Bay & Wellington, our clients, professional connections and friends who have played a significant part in our journey so far. We look forward to the next 34 years.

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.