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Don Stewart - Principal

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rmc

Background

Don Stewart has been involved in the insurance business for over 40 years. He is the founding principal of Stewart Financial Group in Hastings.

Getting in touch

0800 878 961

021 424 418

don@plus4.co.nz

Background

Don Stewart has been involved in the insurance business for over 40 years.  He is the founding principal of Stewart Financial Group in Hastings.

Stewart Group provides a broad range of services:

  • Risk Management advice and ongoing service
  • Investment Management using a custodial service
  • KiwiSaver – Stewart Group are the Asset Class Consultant for a Growth Fund and a Conservative Fund on the New Zealand market
  • Boutique Advisers Alliance – a service provider for independent Financial Advisers

The company has 15 staff members:

  • 5 Authorised Financial Advisers
  • 10 very able support team members

Stewart Group has a fee-only investment advice service.

The Risk Management team has access to all recognised insurers in New Zealand.

Stewart Group provides client-centric, bespoke advice to individuals, partnerships, companies and trustees of family trusts.

Stewart Group’s sister company the Boutique Advisers Alliance offers adviser to adviser services to other likeminded advice businesses such as CRM and custodial solutions, portfolio models, research, marketing and compliance.

Don is married with 3 children – the eldest, Nick Stewart, is a fellow director of the company.

Don’s interests include tennis, golf, cycling on the Rotary Pathways, duck, pheasant and claybird shooting.

Click here to read Don’s disclosure statement.

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