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Brent Chats Trust & Credibility

Brent Chats Trust & Credibility

Released Thursday, 4th April 2024
Good episode? Give it some love!
Brent Chats Trust & Credibility

Brent Chats Trust & Credibility

Brent Chats Trust & Credibility

Brent Chats Trust & Credibility

Thursday, 4th April 2024
Good episode? Give it some love!
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Brent Allcock, our financial adviser based in our Wellington office, engages in a conversation with Ken on trust, fiduciaries, and financial planning. Together, they explore the facets that shape trustworthiness when choosing to engage a financial adviser.


Here at Stewart Group, we are committed to working with clients with the utmost transparency, reliability, and steadfast dedication to helping them achieve their financial goals. This time on #TheAdviserTalk get to know a little more about us and what we offer.


Click to read our article on 'Trust, Fiduciaries, and Financial Planning'





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 



Hosted on Acast. See acast.com/privacy for more information.

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From The Podcast

The Adviser Talk

The Adviser Talk looks at recent events and financial news through the lens of Stewart Group’s expert Financial Advisers. We cover everything from crypto-cracking hamsters to saving for retirement (and plenty of subjects in between). If you have any questions or financial topics you want us to cover on future episodes, you can simply email your requests to [email protected]’ll find CEO Nick Stewart our most frequent flyer in the hot seat – Nick is a Financial Adviser, Accredited Investment Fiduciary, and Associate Financial Planner of Financial Advice New Zealand. He is the Executive Director and CEO at Stewart Group and holds a number of directorships in privately-owned companies and independent trusteeships.About Stewart GroupWe follow a values-driven philosophy through an unwavering commitment to honesty, integrity, and loyalty. Our business philosophy mirrors our family values, and we operate within these beliefs every day. At Stewart Group, we have a family culture and reputation for strong relationships with our clients giving them personalised service.We are one of only eight CEFEX accredited firms in New Zealand, committed to providing the highest fiduciary standards and fostering a culture of continual improvement.Through our owners, directors and team members Stewart Financial Group (NZBN: 9429040213187) identifies as a Māori owned business.•Nick Stewart is a Financial Adviser and CEO at Stewart Group, a Hawke's Bay-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 Hosted on Acast. See acast.com/privacy for more information.

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