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.