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.
Join Tim Ewen, risk insurance manager, and Rory O'Neill, Financial Adviser, Director and General Manager of Stewart Group, as they delve into the pressing issue of the Reserve Bank's recent OCR cut and its implications for financial planning in New Zealand.
In this episode, Tim and Rory share their insights on how the OCR cut is impacting interest rates, the importance of diversifying investments, and the challenges faced by young Kiwis in the current economic climate.
The conversation covers the reasons behind the OCR cut, its contribution to national inflation, and the broader economic implications. Tim and Rory also explore the significance of setting long-term financial goals, the need for an emergency fund, and the benefits of consulting a financial advisor.
Tune in to gain a deeper understanding of how the Reserve Bank's decisions affect your finances and what you can do to navigate your financial journey responsibly.
Read the full 'Navigating New Zealand’s Economic Crossroads' article HERE
Time Stamps:
Introduction and Overview
OCR Cut and Interest Rates
Investment Strategies and Diversification
Unemployment and Economic Challenges
Challenges for Young Kiwis
Financial Planning Advice
The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts.
Rory O'Neill is a Financial Adviser as well as the Director and General Manager at Stewart Group, a Hawke's Bay and Wellington-based CEFEX-certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions.
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.