Episodes
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Not a lot of us have had the honour of representing our nation in cricket, but Taraia Robin can proudly say he has. As a teenager, he played against future superstars like Yuvraj Singh, who was also just starting out and is now a cricket legend.
However, despite Taraia's aspirations and potential to join the New Zealand Blackcaps, fate had other plans in store. Nevertheless, this setback did not deter him from finding an alternative path to success, which ultimately led to a remarkable journey.
We believe his inspiring and true story is one worth sharing.
The Adviser talk is also available on Spotify and Apple Podcast.
Follow Stewart Group on Facebook for the latest updates and articles from our team of expert financial advisers. Looking to get your financial house in order, and keep it that way? We can help.
Taraia Robin (Ngāti Kahungunu ki Heretaunga, Ngāti Porou) is a Financial Adviser at Stewart Group, a Hawke's Bay and Wellington-based CEFEX & BCorp certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver scheme solutions.Tim Ewen is a Risk Insurance 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.nzHosted on Acast. See acast.com/privacy for more information.
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It's common to hear people boasting about their successful stock investments at BBQ gatherings. They often talk about the huge sums they've made, but what they don't mention is the many times they've lost money in the process.
In this recent discussion on The Adviser Talk, Rory emphasises that flashy stocks are not a quick fix for investing. Instead, a well-thought-out strategy and a diversified portfolio are key.
In case you missed Nick's article, 'Bright, Hot, Fast (Avoid Getting Burned by Flashy Stocks),' here's the link: https://buff.ly/4fajs7Z
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.nzHosted on Acast. See acast.com/privacy for more information.
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Episodes manquant?
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In this segment of The Adviser Talk, Bruce explores BRICS, the powerful alliance of Brazil, Russia, India, China, and South Africa.
For investors, the inclination is often towards developed nations. However, given the diverse nature and growth potential of BRICS, is it a wise investment choice? All this and more are discussed in this episode!
If you'd like to read more, here's the link to his article on BRICS: https://www.stewartgroup.co.nz/we-love-to-write/building-an-economic-block-brics
The Adviser talk is also available on Spotify and Apple Podcast.
Bruce Jenks (AIF, J.P.) is a Financial Adviser at Stewart Group and the Director of Stewart Group Trustee Companies, 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 article, 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.nzHosted on Acast. See acast.com/privacy for more information.
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We're super stoked to announce that this is our 200th episode of The Adviser Talk! 🎉
Over the years, we've been through a change of three governments, navigated four recessions, endured a global pandemic, and whatnot! A big shoutout to Ken Morrison for being an incredible person to chat with, and a huge thank you to all our ardent listeners!
In this special episode, Nick discusses with Ken our battle against domestic inflation. We hope you find the discussion as insightful and engaging as we did.
And if you haven't caught up on Nick's article, 'Premature Victory: The Hidden Battle Against Domestic Inflation in New Zealand', here's the link to it: https://buff.ly/3yopz8c
The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts.
Nick Stewart is a Financial Adviser and CEO 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.nzHosted on Acast. See acast.com/privacy for more information.
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It's official: We've caught the Olympics fever!!! This week, we have Tim in the studio along with Ken, exploring the intriguing parallels between the Olympics and the stock market.
Together, they delve into a thought-provoking chat revolving around whether past performances can truly predict future performances, the significance of timing versus time in the stock market, and the importance of diversifying one's investment portfolio.
Click to read Nick's article 'Games & Global Diversification'
The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts.
Follow Stewart Group on Facebook for the latest updates and articles from our team of expert financial advisers. Looking to get your financial house in order, and keep it that way? We can help.
Tim Ewen is a Risk Insurance 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.nzHosted on Acast. See acast.com/privacy for more information.
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It can be imprudent to pin your financial future solely on a single investment – be it housing or any other specific industry or asset class. In this podcast, Brent explains the importance of being realistic when it comes to real estate investments and explores alternative investment options that are more likely to help you achieve your long-term financial goals.
Click to read Nick's article 'Get Real with Real Estate'
The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts.
Follow Stewart Group on Facebook for the latest updates and articles from our team of expert financial advisers. Looking to get your financial house in order, and keep it that way? We can help.
Brent Allcock is a Financial Adviser 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.nzHosted on Acast. See acast.com/privacy for more information.
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In celebration of Nick Stewart's 25-year milestone at Stewart Group, Ken Morrison sat down with him to delve into the significant changes observed over the years.
Among the topics covered were:
The advent of online brokers and tradersImpacts of the 1990s technology bubbleArrival of the iPhoneThe emergence of BitcoinsIntegration of ESG principles in investment strategiesFacebook's IPOImpact of politics & COVID on world marketsAnd if you haven't caught up on Nick's article, 'A Quarter Century of Financial Advice', here's the link to it: https://buff.ly/3RKV7eS
The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts.
Nick Stewart is a Financial Adviser and CEO 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.nzHosted on Acast. See acast.com/privacy for more information.
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In times of economic hardship, many people may consider reducing their insurance coverage.
Is this really a wise decision? How can you make an informed choice in such circumstances? These questions are explored in this podcast featuring our Risk Insurance Manager, Tim Ewen, and Ken Morrison.
Tune in for valuable insights!
The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts.
Follow Stewart Group on Facebook for the latest updates and articles from our team of expert financial advisers. Looking to get your financial house in order, and keep it that way? We can help.
Tim Ewen is a Risk Insurance 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.nzHosted on Acast. See acast.com/privacy for more information.
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Rory chats about budget 2024, reflecting on the questions many had in mind. Is the new budget a foundation for change? Are we finally seeing a beacon of hope? 🤔
Amidst the multitude of factors at play in shaping New Zealand's future, Rory discusses how we could turn things around and what we might have in store.
In case you missed Nick's article on the budget, here's the link to it: Budget 2024 - A Foundation For Change
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.nzHosted on Acast. See acast.com/privacy for more information.
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While there is much debate about whether the Pavlova belongs to Australia or New Zealand, we want you to remember that your Australian Super is yours alone! And if your Aussie Super is still back in Australia, you've got Paula to the rescue!
Paula, our client service officer, joins Ken in the studio for the first time (whoot-whoot) to discuss Aussie Super and why we Kiwis shouldn't leave behind our hard-earned money.
The Adviser talk is also available on Spotify and Apple Podcast.
Paula Enticott is a Client Service Officer 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 article, 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.nzHosted on Acast. See acast.com/privacy for more information.
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In today's episode of our podcast, Bruce Jenks, our adviser based in Hawke's Bay, delves into the concept of 'stagflation'. This economic term, coined from the combination of 'stagnation' and 'inflation', is a topic of interest for curious investors seeking to understand its implications, causes, and potential repercussions. During the discussion, he also touches upon the term 'stickyflation', providing comprehensive insight into these economic phenomena.
Click to read his article 'Culling the Stag'
The Adviser talk is also available on Spotify and Apple Podcast.
Bruce Jenks (AIF, J.P.) is a Financial Adviser at Stewart Group and the Director of Stewart Group Trustee Companies, 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 article, 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.nzHosted on Acast. See acast.com/privacy for more information.
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We have Nick in the studio this time shedding some light on his recent two articles.
Paying a Premium – or not, in some cases... and Inflation’s Still Biting: Who’s on the Hook?
In the past, owning a rental property was a popular dream due to its assured income. Unfortunately, many New Zealanders who attempt to climb the housing ladder find themselves struggling financially due to increasing mortgage rates, insurance premiums, municipal district rates, and other expenses.
During their conversation, Nick and Ken discuss several topics, including the pros and cons of investing in physical property, the impact of inflation, KiwiSaver, and the benefits of diversification.
The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts.
Nick Stewart is a Financial Adviser and CEO 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.nzHosted on Acast. See acast.com/privacy for more information.
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Brent Allcock, our financial adviser based in our Wellington office, engages in a conversation with Ken on trust, fiduciaries, and financial planning. Together, they explore the facets that shape trustworthiness when choosing to engage a financial adviser.
Here at Stewart Group, we are committed to working with clients with the utmost transparency, reliability, and steadfast dedication to helping them achieve their financial goals. This time on #TheAdviserTalk get to know a little more about us and what we offer.
Click to read our article on 'Trust, Fiduciaries, and Financial Planning'
The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts.
Follow Stewart Group on Facebook for the latest updates and articles from our team of expert financial advisers. Looking to get your financial house in order, and keep it that way? We can help.
Brent Allcock is a Financial Adviser 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.nzHosted on Acast. See acast.com/privacy for more information.
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Joining us in the studio is Tim Ewen, our risk insurance manager, engaging in a concise discussion with Ken about the intricacies of insurance. Their conversation revolves around essential insurance policies, key factors to be mindful of, ACC, and much more.
At Stewart Group, our ultimate satisfaction lies in ensuring the right money goes to the right people at the right time! We take great pride in our meticulous approach, our commitment, and our bespoke guidance.
The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts.
Follow Stewart Group on Facebook for the latest updates and articles from our team of expert financial advisers. Looking to get your financial house in order, and keep it that way? We can help.
Tim Ewen is a Risk Insurance 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.nzHosted on Acast. See acast.com/privacy for more information.
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Preparing your children with solid financial habits before they are thrust into a world that encourages spending over any other money behaviour is crucial. Taraia Robin, our Financial Adviser, discusses his thoughts on educating kids about money in this podcast.
Dive into this podcast for valuable tips on setting your kids up for a secure financial future.
Here's Taraia's article on "Valuable Lessons: Teaching Your Kids About Fiance"
Taraia Robin (Ngāti Kahungunu ki Heretaunga, Ngāti Porou) is a Financial Adviser at Stewart Group, a Hawke's Bay and Wellington-based CEFEX & BCorp certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver scheme 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.nzHosted on Acast. See acast.com/privacy for more information.
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Just over a year ago we as a community faced the aftermath of Cyclone Gabrielle. In this podcast, Nick reflects along with Ken on the ordeal we faced and the resilience it took to prevail over the destruction by the cyclone. The discussion also raises questions of whether our readiness for future natural disasters is adequate. Further, they also touch on the financial struggles we continue to endure.
Click to read Nick's article "Reflection & Resilience"
The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts.
Nick Stewart is a Financial Adviser and CEO 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.nzHosted on Acast. See acast.com/privacy for more information.
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What would you do if you were heading towards a million dollars or a substantial sum of money? While it's important to enjoy the fruits of our labour and splurge some money on our wishlist items, it is also wise to make some sound investments.
Here's Bruce discussing what to do if $1M comes your way.
Click to read his article "If $1M Fell Into My Lap…"
The Adviser talk is also available on Spotify and Apple Podcast.
Bruce Jenks (AIF, J.P.) is a Financial Adviser at Stewart Group and the Director of Stewart Group Trustee Companies, 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 article, 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.nzHosted on Acast. See acast.com/privacy for more information.
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In our first podcast of the year, Rory chats with Ken about market forecasting. Predicting the market makes good headlines and sparks conversations, yet it is not always precise and is more challenging than it appears to be.
Click to read our article "Hindsight is 20/20 (or: Don’t Bet on Market Forecasts)"
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.nzHosted on Acast. See acast.com/privacy for more information.
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What an eventful year it has been, with 24 podcasts totalling 480 hours of recording!
We deeply appreciate your support and hope that we have provided you with valuable insights on a wide range of financial topics. Thank you for being a part of our journey this year, and we can't wait to continue bringing you engaging content in the future.
As we wrap up the year, we have Nick and Ken embracing the festive spirit. During this holiday period, many of you may be considering staying at an Airbnb or even contemplating it as an investment opportunity. Nick delves into this popular option in this podcast. Don't miss out on this intriguing discussion!
Click to read Nick's article "Airbnb: from easy breezy to risky business or, an awkward about-face on app tax"
The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts.
Nick Stewart is a Financial Adviser and CEO 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.nzHosted on Acast. See acast.com/privacy for more information.
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We welcome Rory O'Neill, our Director and General Manager to #TheAdviserTalk
Speaking for the first time on the podcast, Rory engages in a conversation with Ken about the prevalent issue of scams & scammers! He reiterates the best sense check of all times: 'If it sounds too good to be true, it probably is'.
During his conversation, he also sheds light on the craftiness of scammers, stressing the importance of conducting thorough research and maintaining a healthy level of suspicion. Being vigilant and questioning everything is key to protecting oneself from scammers.
Click to read our article "More Scams To Boot"
The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts.
Rory O'Neill is 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.nzHosted on Acast. See acast.com/privacy for more information.
- Montre plus
