In 1987, Stewart Group (then called DL Stewart & Associates) was established by Don Stewart in Hawke's Bay with one purpose - to provide tailored investment and insurance advice for individual circumstances.
Over 35 years later, Stewart Group's business model has evolved into a holistic financial planning firm offering a broad spectrum of services. One thing that has not changed over the years is the personal attention and care given to each client.
We pride ourselves in being on the ‘same side of the table’ as our clients. We do not sell commission-based products, nor benefit from any transaction fees.
Our services are monitored and validated by CEFEX, an independent third-party organisation. This is not a requirement in our field, but rather an extra assurance that we will act in your interest at all times.
We believe financial success starts with forging successful relationships.
Company Details
- Employees
- 20
- Founded
- -
- Address
- 204 Karmu Road North, Hastings,hawke's Bay 4122,new Zealand
- Phone
- +64 0800 878 961
- en****@****p.co.nz
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- stewartgroup.co.nz
- Keywords
- Wealth Management, Risk Management, Financial Advice, Personal & Business Insurance advisor, kiwiSaver, Trusted Adviser Services, Risk Profiling, Margin Lending, Booster KiwiSaver Scheme, Employer chosen scheme, Transfer your scheme service.
- HQ
- Hastings, Hawke's Bay
Stewart Group | Your Financial Stewards Questions
Stewart Group | Your Financial Stewards's helpline number is +64 0800 878 961
Stewart Group | Your Financial Stewards's website is stewartgroup.co.nz
Stewart Group | Your Financial Stewards's LinkedIn profile is https://nz.linkedin.com/company/stewart-group
Stewart Group | Your Financial Stewards has
20 employees.
View email and phone details for 20
employees at Stewart Group | Your Financial Stewards.
Stewart Group | Your Financial Stewards's industry is
Financial Services
Stewart Group | Your Financial Stewards's top competitors are
Tarbox Family Office, Inc.,
Stewart Recruitment Group,
Finzo,
Bloomsbury Wealth,
Bph Wealth | Certified B Corp®,
Mancell Financial Group,
Cambridge Partners,
Lorica Partners,
350 Aotearoa,
Stewart Group Ltd..
Stewart Group | Your Financial Stewards's support email address is enquiries@stewartgroup.co.nz
Stewart Group | Your Financial Stewards's categories are Financial Services
Stewart Group | Your Financial Stewards's founding year is 1987
