The Adviser Talk

From Baby Boomers' focus on real estate to Gen Z's embrace of digital assets and innovative investments, each generation's approach to wealth-building in New Zealand has been different.This evolution in investment thinking may prove crucial for New Zealand to thrive in an increasingly competitive global economy. In this podcast, Rory O'Neill discusses with Ken Morisson how these shifts are shaping New Zealand's investment culture. And be sure to listen until the end to learn how you can make your money work for you!If you'd like to read Nick Stewart's article on this topic, here's the link: Generational Investing: How Age Shapes Financial StrategyThe 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

For many young New Zealanders, embarking on an Overseas Experience (OE) in the UK is a popular choice. This has often led to the accumulation of assets. However, these assets are often left untouched, waiting for the right moment to be addressed. Given the recent political shifts in the UK, it may be prudent to take proactive steps. Brent discussed how this is the opportune time to seek advice from a financial expert and ensure that your overseas assets align with your future financial objectives. 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.nz 

How can a business stay afloat if it can't generate revenue due to a key person in the business being unwell, deceased, or involved in an accident?This week on #TheAdviserTalk, Tim Ewen provides insightful answers to this critical question, addressing business risk, ACC, and more! We hope you find this invaluable podcast both informative and engaging!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.nz

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.nz

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/4fajs7ZThe 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

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-bricsThe 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.nz

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/3yopz8cThe 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.nz

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.nz