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.
| Website | http://www.stewartgroup.co.nz |
| Employees | 22 (8 on RocketReach) |
| Founded | 1987 |
| Phone | +64 800 878 961 |
| Industry | Financial Services |
| Web Rank | 8 Million |
| Keywords | Investment Advice, Financial Planning, Insurance Services, Wealth Management, Retirement Planning, Estate Planning, Risk Management, Portfolio Management, Financial Advisory, Investment Strategies, Insurance Solutions, Tax Planning, Superannuation, Wealth Preservation, Financial Security, Long-Term Investments, Customized Advice, Financial Consulting, Investment Solutions, Personal Finance |
| Competitors | IAG New Zealand, Southern Cross Health Society, Tower Insurance, AA Insurance NZ, FMG (Farmers Mutual Group), Vero Insurance New Zealand, State Insurance New Zealand, AIG Insurance New Zealand Limited +19 more (view full list) |
Looking for a particular Stewart Group employee's phone or email?
8 people are employed at Stewart Group.