The Adviser Talk looks at recent events and financial news through the lens of Stewart Group’s expert Financial Advisers. We cover everything from crypto-cracking hamsters to saving for retirement (and plenty of subjects in between). If you have any questions or financial topics you want us to cover on future episodes, you can simply email your requests to podcasts@stewartgroup.co.nz
You’ll find CEO Nick Stewart our most frequent flyer in the hot seat – Nick is a Financial Adviser, Accredited Investment Fiduciary, and Associate Financial Planner of Financial Advice New Zealand. He is our CEO and Financial Adviser at Stewart Group 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 owned 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.
The Adviser Talk looks at recent events and financial news through the lens of Stewart Group’s expert Financial Advisers. We cover everything from crypto-cracking hamsters to saving for retirement (and plenty of subjects in between). If you have any questions or financial topics you want us to cover on future episodes, you can simply email your requests to podcasts@stewartgroup.co.nz
You’ll find CEO Nick Stewart our most frequent flyer in the hot seat – Nick is a Financial Adviser, Accredited Investment Fiduciary, and Associate Financial Planner of Financial Advice New Zealand. He is our CEO and Financial Adviser at Stewart Group 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 owned 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.
Are we really as wealthy as the headlines claim?
New Zealand recently ranked fifth globally in per capita wealth—but is that just an illusion? In this episode, Tim and Nick unpack why so much of our “wealth” is tied up in property, what that means for financial security, and practical steps to build resilience beyond bricks and mortar.
(00:00:00) Intro: Are we really the fifth-wealthiest nation, or is it smoke and mirrors?
(00:00:36) Why Kiwis feel squeezed despite global wealth rankings
(00:00:49) The Allianz report and New Zealand’s property-heavy balance sheet
(00:03:38) Why housing wealth creates an illusion of security
(00:04:29) The “third age” and risks of poor cash flow in retirement
(00:06:40) Government incentives and our obsession with property
(00:08:07) GDP per capita vs wealth rankings—what’s the real story?
(00:09:57) Why New Zealand’s productivity has lagged for decades
(00:13:30) Export strategy and lack of value-add in key industries
(00:16:02) Practical steps for genuine financial resilience
The Adviser Talk is available on all major streaming platforms, including Spotify and Apple Music.
Hosted on Acast. See acast.com/privacy for more information.