Stewart Group, Hawke's Bay

Welcome to Stewart Group, Hawke's Bay! Located in Hastings on Karamu Road North, our establishment is a finance institution that is dedicated to putting your needs first and helping you achieve your financial goals.

As an independent and non-aligned institution, we are committed to providing the best possible service without any conflicting interests. Our fee-only service ensures that we do not receive product-based commissions, allowing us to focus solely on finding the right solutions for your goals and timeframe.

At Stewart Group, we pride ourselves on our scientific and evidence-based approach to financial planning. Our industry-leading research enables us to offer you the most effective strategies to meet your objectives. We have even gone the extra mile to obtain CEFEX certification, demonstrating our dedication to providing the highest standard of care and service.

While CEFEX certification is not mandatory for financial advice providers, we have chosen to become accredited and undergo annual audits by independent research analysts. This commitment to best industry practice fosters a culture of continual improvement and showcases our dedication to our clients.

With a team of dedicated Financial Advisers, we offer expertise in various areas including financial planning, wealth management, ethical and socially responsible investments, Booster KiwiSaver Scheme, New Zealandn Superannuation transfers, UK Pension transfers, and Trusts.

Since opening our doors in 1987, we have remained true to our founder's vision of providing personalized investment and financial advice. Our clients receive the same personal attention and care that has been our hallmark since day one.

Led by Rory O'Neill (Director, General Manager) and Nick Stewart (CEO), our team is located at 204 Karamu Road North. We understand the insidious nature of lifestyle creep and are here to guide you in managing your finances effectively.

With over 36 years of experience, we are proud to celebrate 20 years of partnership with Dimensional Fund Advisors (DFA). This collaboration has allowed us to provide even more comprehensive and effective advice to our clients.

When it comes to your financial future, trust the experts. Just as you would consult skilled professionals to build your dream home, consult Stewart Group for all your financial needs.

Visit our Bruce Meeting room in Hastings, where Māori dolls and ancient Stewart Clan tartan coexist, symbolizing our commitment to diversity and heritage.

We highly recommend the book 'The Investment Author' for valuable insights. If you would like to watch an interview with Dan Goldie, one of the co-authors, please click the button below.

Stewart Group is a member of Finzo NZ Limited and a founding member of the Global Association of Independent Advisors™ (GAIA).

Please note that this website does not provide financial advice or recommendations. It is important to understand that nothing on this website should be considered as a solicitation to buy or an offer to sell any financial product or service.

Contact Stewart Group, Hawke's Bay today and let us help you navigate your financial journey with expertise, care, and a commitment to your success.