Hawke's Bay, New Zealand
I just have one story to tell, and it is about Stewart Group & Finzo. In 1986, Stewart Group (then called DL Stewart & Associates) was established in Hawke's Bay by Don Stewart, my father, with just one purpose is to provide tailored investment and insurance advice for individual circumstances. And 34 years later, our current values prowess can be traced back to the foundation laid in 1986, formulating the core philosophy that guides Stewart Group to this very day: providing clients with a financial solution that is directly aligned with their personal, business and lifestyle goal. We do this by giving independent client-centred, values-based financial planning encompassing wealth and risk management and KiwiSaver solutions. In July 2016, Stewart Group acquired Wellington firm Red Wealth Managers. In 2015, we launched Boutique Advisers Alliance (now re-branded to Finzo), a financial solutions provider for advisers, brokers, family offices and asset consultants run their businesses better with portfolio administration, investment and business support services. Clients at Finzo using our services get the benefits of scale, regulatory compliance, and more time to focus on clients and prospects. Our clients trust us, and that is all that we want to achieve every day with every single client.
Stewart Group provides wealth, risk and portfolio management solutions to retail and wholesale investors, as well as independent financial advisers, throughout New Zealand and abroad.
Finzo is an integrated financial solutions provider in NZ that helps financial advisers, brokers, family offices and asset consultants.
Private Investment Company
Stewart Group Asset Management is the Asset Consultant of the Asset Class KiwiSaver Funds and Grosvenor is the scheme provider – both 100 percent New Zealand owned and operated. Stewart Group Asset Management’s parent company, Stewart Financial Group, has been in business since 1986. We are experienced investment managers, managing funds for a wide range of clients: individuals, family trusts and businesses both large and small, in and around Hawke’s Bay, New Zealand and the world.
Grant & Douglas is an independent optometry business with practices in Hastings and Havelock North