Stewart Group

What a fantastic way to welcome spring! Our spring lunch was an absolute feast packed with amazing food and great company.

From the slow-cooked BBQ lamb and garlic herb chicken to the fresh salads, coleslaw and homemade bread, no one went hungry. We even kept a watchful eye on the BBQs using remote sensors to ensure every bite was cooked to perfection!

Thank you to everyone who helped make it happen!! 😊

Article No. 473 - When the Ram Touches the Wall

A lifetime guarantee sounds reassuring. Most of us assume it means the life of the workmanship or the job itself.

In this week's Canny View we explore a hard truth: many guarantees last only as long as the company behind them. When a business goes into liquidation, customers can be left with unfinished work, unpaid bills and a guarantee that disappears with the company.

The lesson is not cynicism, but vigilance. Look beyond the headline promise, read the fine print, check the firm's credentials and ask whether any warranty is backed by something that will outlive the business itself. The same principle applies to financial advice. The cheapest option or the most reassuring promise is not always the safest choice.

Read the full article: https://www.stewartgroup.co.nz/cannyview/473

Happy Birthday, Taraia! 🎉
An all-round great person, Tee brings warmth, dedication, and a genuine care for others to everything he does. We're lucky to have him on the team and wish him a fantastic birthday and a wonderful year ahead.

Article No. 472 - The Trains Ran but the Dividends Did Not

Being right about the future does not guarantee a good investment. Britain’s railways were real and China’s growth was real, yet shareholders did not receive the returns the story seemed to promise.

This week, Nick explores why a good story and a good investment are not always the same thing and why seeking advice and wise counsel matters before the next irresistible opportunity arrives.

Read the full article: www.stewartgroup.co.nz/cannyview/472

Wondering how much you'll need to retire?
Spoiler alert: It’s not a one-size-fits-all answer.
Start by imagining how long you’ll be living the good life, what kind of adventures you want, and where you’ll be kicking back. Let's figure it out and make those retirement dreams a reality!
Begin planning your retirement with a Stewart Group Adviser today.

Thinking about transferring your UK Pension to New Zealand?

We’re here to help make your UK Super Move simple, secure and stress-free.
Start your journey today, talk to the Stewart Group team.

stewartgroup.co.nz/contact

Article No. 471 – Don't Buy All You Can Borrow

Your parents probably told you to buy the best house you could afford. The bank agreed. Here's why having a buffer might be worth more than another bedroom.

This week's Canny View explores the hidden risks of borrowing to the limit, from interest rate cycles and rising insurance costs to increasing council rates and changing property tax discussions. The real advantage in property ownership may not be buying the biggest house possible, but having enough financial breathing room to hold on when conditions change.

Read the full article ➔ www.stewartgroup.co.nz/cannyview/471

Invest in your future and a better world
Looking to align your money with your values? Ask us about socially responsible and ESG-aligned investment options today.
Ethical investing
Environmental, social & governance (ESG) considerations
Long-term impact with financial returns
Talk to your adviser at Stewart Group today, because doing good and doing well can go hand-in-hand.
www.stewartgroup.co.nz| 0800 878 961