In 1987, Stewart Group (then called DL Stewart & Associates) was established in Hawke’s Bay with one purpose is to provide tailored investment and insurance advice for individual circumstances.
Since that time, we have grown and evolved, but our basic philosophy and principles have remained the same and can be traced back to the foundation laid in 1987, i.e., providing our clients with a financial solution that is directly aligned with their personal, business and lifestyle goals.
We follow a values-driven philosophy through an unwavering commitment to honesty, integrity, and loyalty. Our values are continuously portrayed through working with individuals, families, Iwi and businesses in New Zealand who are committed to pursuing financial planning and well-being. Our clients understand the value of independent, goal-oriented, objective financial advice that is free of conflicts. If that sounds like you, we would love to hear from you.
There’s a sense of pride that comes from helping people with their financial planning and making the most of ourselves as a company and as individuals. In one way, our clients have known us all their life. Perhaps they even think of Stewart Group as an old friend. But old friends can grow in new and exciting ways. Surely you have. And so have we.
We are on a new journey of growth, building on our most formidable assets, our financial strength, our national reach and the strong commitment of our clients. Our journey focuses on leveraging these strengths to become one of the most respected companies in New Zealand.
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