The Adviser Talk

Nick Talks Navigating Geopolitical Events | Episode 118

10 Mar 2022

Contributed by Lukas

This week on the show, Nick calls in to chat navigating geopolitical events. Topics include Russia's moves against the Ukraine, advice for nervous inv...

Bruce Talks Emergency Plans | Episode 117

22 Feb 2022

Contributed by Lukas

Our own Hastings-based Financial Adviser Bruce Jenks takes to the mic in this episode to chat his recent article on emergency plans, corrections, risk...

Nick talks the new CCCFA rules | Episode 116

08 Feb 2022

Contributed by Lukas

Nick returns to chat to Ken about the new Credit Contract and Consumers Finance Act and why a principles-based legislation with no bottom line to refe...

Brent Talks DIY Investing | Episode 115

27 Jan 2022

Contributed by Lukas

On this episode, Brent Allcock (Stewart Group Wellington) calls in to chat DIY investment, and how putting off talking to the professionals can lead t...

Craig Talks Prepping the Piggybanks | Episode 114

05 Jan 2022

Contributed by Lukas

Bay local and recent returnee Craig Paterson takes the wheel in this episode to discuss moving from the farm, Kiwi ingenuity when working overseas, an...

Nick Reviews 2021 | Episode 113

29 Dec 2021

Contributed by Lukas

On this episode Nick looks back on 2021 before we scratch it off the calendar. Topics include winners and losers for the year, investment lessons from...

Housing and the Hard Yards | Episode 112

15 Dec 2021

Contributed by Lukas

On this episode of The Adviser Talk: Nick Stewart is back to chat about changing attitudes to work around the globe, housing woes, and the anecdotal r...

Brent Talks Inflation & KiwiSaver | Episode 111

01 Dec 2021

Contributed by Lukas

This week we have Brent Allcock in the hot seat discussing KiwiSaver, mortgage rates, and savings.Topics include a surprising sunny day in Wellington,...

Nick Talks Riding for a Fall | Episode 110

17 Nov 2021

Contributed by Lukas

This week on the show Nick and Ken revisit the Melbourne Cup, picking winners and some infamous investments that were touted as sure things. Topics in...

Inflation: The Thief in the Night | Episode 109

02 Nov 2021

Contributed by Lukas

This week on the show Nick chats inflation (which is both a thief and a snowball), skyrocketing house prices, and how both aren't likely to go anywher...

How to Stop Fighting about Money | Episode 108

19 Oct 2021

Contributed by Lukas

This week Nick and Ken chat money in relationships, what might be causing financial stress here and abroad, and a few things that may not be savvy inv...

The Crypto Trading Hamster Who’s Crushing it | Episode 107

12 Oct 2021

Contributed by Lukas

The social media is blowing up with ongoing talks about a hamster. A hamster? It may come as a surprise, but a hamster in Germany is proving "A Random...

Nick chats about Cognitive Decline | Episode 106

22 Sep 2021

Contributed by Lukas

While we understand the impact of COVID-19, the biggest global health crisis in 4 generations, Alzheimer’s disease demands more attention. But why? ...

Brent Chats about Why Bonds are Like Ballast

06 Sep 2021

Contributed by Lukas

The outbreak of COVID-19 has ushered in a new situation. Risk sits at the forefront of every investor's thinking right now. For retirement savers, it ...

Canny View - Bonds - Nick chats about The OCR - The Velben Effect - China Ports and more

27 Aug 2021

Contributed by Lukas

The outbreak of COVID-19 has ushered in a new situation. Risk sits at the forefront of every investor's thinking right now. For retirement savers, it ...

The Value of Advice - Covid- OCR- Bricks and Mortar - Mental Wellbeing

27 Aug 2021

Contributed by Lukas

A topic we can all understand is coffee, wouldn’t it be great if making financial decisions were as simple as buying a cup of coffee? This is where ...

Questions on Inflation

04 Aug 2021

Contributed by Lukas

Okay, the annual inflation is now running at 3.3%. In the June 2021 quarter compared with the March 2021 quarter, the New Zealand Consumer Price Index...

Good and getting better

26 Jul 2021

Contributed by Lukas

Why would the couple in their 50’s have such a different outlook to the man in his 30’s? It’s hard to be a successful investor unless you’re a...

Safe as Houses?

14 Apr 2021

Contributed by Lukas

The breaking news that got everyone talking is the government's new set of measures to confront the housing crisis in New Zealand. It’s a welcome...

A new financial advice regime begins for New Zealand

31 Mar 2021

Contributed by Lukas

If you are wrestling with a prickly investment question or simply hoping to seek some financial advice, engaging a financial adviser might sound appea...

Questions on Sustainable Investing

09 Mar 2021

Contributed by Lukas

Many people want to align their environmental views with their portfolio objectives. But can you support your values while maintaining sound investmen...

Think Investing Is a Game? Stop.

16 Feb 2021

Contributed by Lukas

It’s easy to view the stories of market speculation that have dominated the news recently as cautionary tales for individual investors. With sw...

Recounting milestones over the past 34 years

16 Feb 2021

Contributed by Lukas

On 27th January 2021, Stewart Group completed 34 years as a comprehensive financial planning firm with evidence-based investments and risk insurance e...

Thoughts on Turning 34

27 Jan 2021

Contributed by Lukas

On 27th January 2021, Stewart Group completed 34 years as a comprehensive, independent financial planning firm with evidence-based investments and ris...

Take a second look at term deposits

04 Nov 2020

Contributed by Lukas

People with money in the bank are getting the lowest rates of interest since the 1960s and those rates could still fall further, it is warned. Accordi...

Is 2020 the year of ESG Investing?

14 Oct 2020

Contributed by Lukas

Many investors took advantage of the market turmoil in March to rotate into socially-conscious ESG investing. You’ve probably heard the term. ESG in...

Financial & Mental Wellbeing go hand-in-hand

02 Oct 2020

Contributed by Lukas

As a society, we are finally beginning to have more honest and supportive public conversations about mental health, but too often the connection betwe...

Bonus Bonds: One bird in hand is better

24 Sep 2020

Contributed by Lukas

Okay, this one created quite a stir in financial circles. ANZ Investment Services (New Zealand) decided to stop Bonus Bonds and wind up the investment...

Elections, COVID's back and negative interest rates

25 Aug 2020

Contributed by Lukas

Investing during an election year can be tough on the nerves and 2020 promises to be no different. By now, most people are aware that our world – es...

Should investors bother about election results?

18 Aug 2020

Contributed by Lukas

Although the outcome of any election is uncertain, one thing we can count on is that plenty of opinions and predictions will be floated in the months ...

Short-sighted Investing

23 Jul 2020

Contributed by Lukas

Whatever the cause, investors should remember: volatility is typically a short-term phenomenon, and retirement is a long-term prospect. Sticking to a ...

A recap: KiwiSaver Government Contributions 2020

15 Jul 2020

Contributed by Lukas

We are absolutely thrilled with our recent KiwiSaver 'Free Money' campaign results. 75% of our KiwiSaver clients received full government contribution...

Gotta be right twice

29 Jun 2020

Contributed by Lukas

In mid-January 2020, China was announcing confirmed human to human contact of Covid-19, locking down Wuhan province and building temporary hospitals. ...

Slashed Dividends

25 Jun 2020

Contributed by Lukas

Published on 23 June 2020. The coronavirus-induced economic downturn is taking a toll on a popular source of investment income for retires: dividends....

Time to rethink your retirement income

16 Jun 2020

Contributed by Lukas

The spectre of zero and negative interest rates are looming over the New Zealand financial market and those looking for a haven can't find much relief...

Stock markets are forward-looking

15 Jun 2020

Contributed by Lukas

Published on 15 June 2020. Do you find it confusing when a bleak economic report emerges from the press, only to be accompanied by a positive surge in...

There is a lot of investing FOMO going around?

06 Jun 2020

Contributed by Lukas

Published on 6 June 2020. Investing FOMO is when you watch a share price soar to new highs, and you realise you missed out on the opportunity. You mig...

All things KiwiSaver: Hardship claims, switching funds & government contributions

02 Jun 2020

Contributed by Lukas

Financial hardship applications for KiwiSaver could spike up substantially in the second half of the year as the 12-week employer wage subsidy period ...

Budget 2020, higher taxes on the way

20 May 2020

Contributed by Lukas

The government has unveiled Budget 2020 under the most challenging economic conditions since 1984 and with expectations from the whole nation that it ...

COVID-19’s Impact on Cybersecurity with Martyn Levy

19 May 2020

Contributed by Lukas

The COVID-19 pandemic has forced organisations and individuals to embrace new practices such as social distancing and remote working. While the world ...

Canny View: The Wild West of Lending

14 May 2020

Contributed by Lukas

On 29 April 2020, the Reserve Bank removed the high LVR restrictions for 12 months in response to the economic impact of the COVID-19. Hosted on Acast...

The ready and robust will survive

09 May 2020

Contributed by Lukas

COVID-19 has got the attention of the world, in New Zealand we are looking at the rapidly evolving threat around the economic recovery. The four weeks...

Lessons to learn from the current bear market

05 May 2020

Contributed by Lukas

Stressful events such as the current bear market are an unpleasant reality, with many investors trying to wish away negatives results in the hope they...

Rebalancing Your Portfolio

23 Apr 2020

Contributed by Lukas

Periodic rebalancing is generally a good way to keep your investments on track and to prevent your portfolio from changing too drastically during vola...

The NZ housing market amid COVID-19

09 Apr 2020

Contributed by Lukas

The NZ housing market amid COVID-19 by Stewart Group Hosted on Acast. See acast.com/privacy for more information.

Panic Buying And Selling

07 Apr 2020

Contributed by Lukas

The outbreak of COVID-19 has provided numerous examples of decisions that are seemingly fuelled by stress and uncertainty; from the bizarre stockpilin...

Business resilience around COVID-19 lock down

31 Mar 2020

Contributed by Lukas

The pandemic will not be easy to overcome. Those businesses that find resilience, will not only be the ones that survive but also thrive! Hosted on Ac...

Welcoming Jo Husband

03 Mar 2020

Contributed by Lukas

Jo brings over 15 years experience in banking, sales and customer service. In her current role as KiwiSaver Adviser at Stewart Group, Jo is thrilled t...

Millionaire's Dilemma

27 Feb 2020

Contributed by Lukas

It is no secret interest rates are low. Have ten grand in the bank? If you are lucky with a ‘high-interest’ account, at the end of the year, you’...

COVID-19's impact on financial markets

18 Feb 2020

Contributed by Lukas

Produced on 18 Feb 2020. Hosted on Acast. See acast.com/privacy for more information.

First balance and then re-balance

18 Feb 2020

Contributed by Lukas

Balance, and finding balance. It evokes pictures of rocks stacked upon each other at the beach. It’s something of an ongoing search for time-crunche...

Pandemics vs stock market performance

13 Feb 2020

Contributed by Lukas

Let us see how two global equity markets; the S&P 500 and the UK equity market performed around significant outbreaks like Coronavirus (Covid 19). Hos...

Don't bother trying to pick stocks

10 Feb 2020

Contributed by Lukas

A study by Dimensional Fund Advisors confirms this principle, showing that most fund managers underperform their benchmarks. The results suggest that ...

Diversification A Great Luxury

30 Jan 2020

Contributed by Lukas

Farming is a tough business. If you asked a farmer, given the opportunity, would they add another 20 crops or stock varieties while using the same amo...

Countdown to the new trust law

22 Jan 2020

Contributed by Lukas

The new and improved Trusts Law will come into effect on 30 January 2021. Readers who are trustees, either in-person or their capacity as directors of...

Discussing regional property market with Rob Douglas

03 Jan 2020

Contributed by Lukas

We invited Rob Douglas from Added Valuation to our studio to discuss all things Hawke's Bay property! Rob is a registered valuer, specialised in the p...

2019 Market Rewind

18 Dec 2019

Contributed by Lukas

A routine task for financial journalists at this time of year is to write a summary of the year in markets. We thought we will give a go too! Hosted o...

How Women Can Do Better With Investing

16 Dec 2019

Contributed by Lukas

Of all the assets controlled by women, 71% is in cash – aka not invested! Most women don’t think they know enough about investing and growing thei...

2019 KiwiSaver Rewind

16 Dec 2019

Contributed by Lukas

The KiwiSaver results are in for the December 2019 quarter and we review how market's high performance boosted our retirement savings accounts, with a...

KiwiSaver Facts, Figures And The Future

12 Dec 2019

Contributed by Lukas

KiwiSavers' nest eggs should be transferred into a state-guaranteed scheme at age 65 to provide them with incomes for life, pensions experts say.The p...

Women, Wellness & Wealth with Carol Reid (Soulpreneurs)

05 Dec 2019

Contributed by Lukas

This is a special episode with Carol Reid from Soulpreneurs (www.soulpreneurs.co.nz)hitting the sweet spot with the amazing 3Ws - Women, Wellness & We...

Lifestyle Comparisons Pointless In Debtland

28 Nov 2019

Contributed by Lukas

Competitiveness can be good. It can drive us further. Lead us to do better things. Challenge ourselves in ways we didn’t think of. You don’t even ...

Millennials need a financial plan

21 Nov 2019

Contributed by Lukas

When young people and young families reach out to me or other financial advisers, it’s typically centered around particular financial questions, goa...

Her Money

12 Nov 2019

Contributed by Lukas

Numerous studies suggest that women often defer to their spouses or partners when it comes to making long-term financial decisions, a choice that can ...

Go The All Blacks With Milton Jennings

24 Oct 2019

Contributed by Lukas

For over a century the success of the All Blacks has shaped New Zealand’s national identity. I’m sure a lot of people wonder how a small country w...

The Unpredictable And Unexpected Expenses

24 Oct 2019

Contributed by Lukas

You know those months when it seems like every single “extra” hits you at once? You’d been doing so well sticking to your spending plan—until ...

Simply Super

23 Oct 2019

Contributed by Lukas

Finding $20 in your pocket is always great but imagine finding thousands of dollars in Australian superannuation that you had lost track of? Hosted on...

Trust in financial services industry

15 Oct 2019

Contributed by Lukas

According to KPMG's Head of Financial Services John Kensington, New Zealanders need advice from financial advisers to improve complex investment and r...

In one's best interest

11 Oct 2019

Contributed by Lukas

Trust comes naturally to some professions. Take the recent survey ‘The future of trust’ commissioned by Chartered Accountants Australia and New Ze...

The Real Risk: The first wealth is mental health

09 Oct 2019

Contributed by Lukas

Which came first – the mental health issues affected by financial problems, or the financial problems affected by mental health issues? It’s hard ...

Don't be distracted by the doubters

01 Oct 2019

Contributed by Lukas

Welcome to our third podcast show Signal vs Noise. In this very first episode, our KiwiSaver adviser Geoff Wilson and CEO Nick Stewart talk about Rugb...

100th Episode - Radio Show

27 Sep 2019

Contributed by Lukas

And this happened...Our ‘canny view’ podcast show on Radio Kidnappers clocks up 100episodes. Thanks to Ken and Team at Radio Kidnappers. Hosted on...

Personal Insurance - Claim time

23 Sep 2019

Contributed by Lukas

In this podcast episode, Trudi Vossen and Don Stewart talk about how financial advisers represent clients and their interests when giving advice and m...

Ways to grow your KiwiSaver

04 Sep 2019

Contributed by Lukas

Ways to grow your KiwiSaver by Stewart Group Hosted on Acast. See acast.com/privacy for more information.

Talk about the money!

27 Aug 2019

Contributed by Lukas

Glen & Trudi talk about all thing wealth management at Stewart Group in this Episode Zero of The Real Wealth podcast channel. Hosted on Acast. See aca...

Some FAQs on Life Insurance

20 Aug 2019

Contributed by Lukas

Some FAQs on Life Insurance by Stewart Group Hosted on Acast. See acast.com/privacy for more information.

The Trusts Act 2019

15 Aug 2019

Contributed by Lukas

If trusts are an important aspect of managing your assets, it is vital that you understand your changing rights and obligations, and action these wher...

Everything is Okay

12 Aug 2019

Contributed by Lukas

We are excited to announce the launch of our very first podcast channel 'The Real Risk'. Our star financial advisers Trudi & Sian share their stories ...

The Single Investment

25 Jul 2019

Contributed by Lukas

The Single Investment by Stewart Group Hosted on Acast. See acast.com/privacy for more information.

Reasons You Need Insurance

12 Jul 2019

Contributed by Lukas

Reasons You Need Insurance by Stewart Group Hosted on Acast. See acast.com/privacy for more information.

KiwiSaver and more...

14 Jun 2019

Contributed by Lukas

KiwiSaver and more... by Stewart Group Hosted on Acast. See acast.com/privacy for more information.

Bonds, Shares and Unit Trusts

17 May 2019

Contributed by Lukas

Bonds, Shares and Unit Trusts by Stewart Group Hosted on Acast. See acast.com/privacy for more information.

What happens when someone with life insurance dies?

07 May 2019

Contributed by Lukas

What happens when someone with life insurance dies? by Stewart Group Hosted on Acast. See acast.com/privacy for more information.

Blue Chip Shares

03 May 2019

Contributed by Lukas

Blue Chip Shares by Stewart Group Hosted on Acast. See acast.com/privacy for more information.

Key KiwiSaver Changes in April 2019

29 Apr 2019

Contributed by Lukas

Key KiwiSaver Changes in April 2019 by Stewart Group Hosted on Acast. See acast.com/privacy for more information.

Take The Rough With The Smooth

29 Apr 2019

Contributed by Lukas

Take The Rough With The Smooth by Stewart Group Hosted on Acast. See acast.com/privacy for more information.

KiwiSaver Changes in 2019

03 Apr 2019

Contributed by Lukas

Some positive KiwiSaver changes are coming into effect from 1 April 2019 and later in the year. These changes will provide greater options for New Ze...

Do You Need Insurance In Your 20s?

15 Mar 2019

Contributed by Lukas

Do You Need Insurance In Your 20s? by Stewart Group Hosted on Acast. See acast.com/privacy for more information.

Capital gains tax reforms in NZ

09 Mar 2019

Contributed by Lukas

Capital gains tax reforms in NZ by Stewart Group Hosted on Acast. See acast.com/privacy for more information.

The Problem With Using Rear Vision To Make Long Term Decisions

15 Feb 2019

Contributed by Lukas

The Problem With Using Rear Vision To Make Long Term Decisions by Stewart Group Hosted on Acast. See acast.com/privacy for more information.

Let's Talk About Your Health Insurance

01 Feb 2019

Contributed by Lukas

Let's Talk About Your Health Insurance by Stewart Group Hosted on Acast. See acast.com/privacy for more information.

Naked Options by Nick Stewart

22 Jan 2019

Contributed by Lukas

Naked Options by Nick Stewart by Stewart Group Hosted on Acast. See acast.com/privacy for more information.

Canny View: Reviewing your Insurance

21 Jan 2019

Contributed by Lukas

Canny View: Reviewing your Insurance by Stewart Group Hosted on Acast. See acast.com/privacy for more information.

KiwiSaver Changes For 2019 by Geoff Wilson

07 Jan 2019

Contributed by Lukas

KiwiSaver Changes For 2019 by Geoff Wilson by Stewart Group Hosted on Acast. See acast.com/privacy for more information.

Is Property Still The Golden Egg?

26 Nov 2018

Contributed by Lukas

Is Property Still The Golden Egg? by Stewart Group Hosted on Acast. See acast.com/privacy for more information.

Reducing Insurance Premium Costs

09 Nov 2018

Contributed by Lukas

Reducing Insurance Premium Costs by Stewart Group Hosted on Acast. See acast.com/privacy for more information.

Wine As An Investment

26 Oct 2018

Contributed by Lukas

Wine As An Investment by Stewart Group Hosted on Acast. See acast.com/privacy for more information.

Top 10 Tips For Investing

04 Oct 2018

Contributed by Lukas

Top 10 Tips For Investing by Stewart Group Hosted on Acast. See acast.com/privacy for more information.

Why you need an Insurance Adviser?

01 Oct 2018

Contributed by Lukas

Why you need an Insurance Adviser? by Stewart Group Hosted on Acast. See acast.com/privacy for more information.

Why have a financial adviser?

18 Sep 2018

Contributed by Lukas

Trudi Vossen, our Financial Adviser talks about why you should have a trusted financial adviser by your side. Hosted on Acast. See acast.com/privacy f...