Wealth Management - Risk Management - KiwiSaver
Stewart Group provides financial advice, which is tailored to your circumstances with a financial solution that is directly aligned to your personal, business and lifestyle goals.
We are a locally-owned company operating in Hawke's Bay since 1986 with a sense of pride that comes from helping people with their financial planning and making the most of ourselves as a company and as individuals.
In one way, our clients have known us all their life. Perhaps they even think of Stewart Group as an old friend. But old friends can grow in new and exciting ways. Surely you have. And so have we.
We work with individuals, families, and businesses in New Zealand who are committed to pursuing financial planning and well-being. Our clients understand the value of independent, goal-oriented, objective financial advice that is free of conflicts. If that sounds like you, we would love to hear from you.
The Stewart Group can help with:
Wealth Management
Risk insurance services
KiwiSaver advice & services
UK Pension & Aussie Super transfers
Trust Asset Management
Estate Planning
Succession Planning
Financial Planning
Adviser bios (click on the name to visit their bio on the Stewart Group Website)