Stewart Group

Article No. 467 – Wise Counsel of a Palliative Care Nurse: Living an Authentic Life

What use is beating the market if you achieve none of your goals? This week's Canny View draws on the wisdom of palliative care nurse Bronnie Ware, whose patients shared five common regrets at the end of life. Their reflections offer a powerful reminder that wealth should serve our values, not dictate them. Nick Stewart explores how authenticity, family, friendship, health, and purposeful planning can help us build not just stronger portfolios, but more meaningful lives.

Read the full article ➔ www.stewartgroup.co.nz/cannyview/467

Happy Birthday, Rebekah! 🎉

Witty, loyal, and always looking out for everyone around her, 'Traffy' brings so much to our team. Thanks for the laughs, the support, and being such a legend.

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

Wealth management isn’t just about numbers. It’s about your goals.

At Stewart Group, we believe in personalised, strategic advice that aligns with what matters most to you, whether that’s retiring early, funding your children’s education, or leaving a legacy.

Article No. 466 - When the Process Becomes the Cover

When process replaces judgement, people notice. This week’s Canny View highlights how missed communication and rigid systems can erode trust, both globally and locally.

It is a reminder that transparency and accountability matter just as much as the process itself.

Read the full article ➔ www.stewartgroup.co.nz/cannyview/466

We’re proud to share that Stewart Financial Group’s CEFEX certification has been renewed for an 11th consecutive year.

CEFEX is an independent global standard that assesses whether financial advisory firms have the processes, governance and oversight in place to act in their clients’ best interests.

For our clients, it’s another layer of confidence that the advice and investment processes behind every recommendation are independently reviewed and held to internationally recognised standards.

A discovery meeting is the first step. It’s an opportunity to talk about your goals, what's important to you, and what you'd like your future to look like.

Simple conversations. Expert guidance. Greater confidence.

Curious about what this could look like for you? Start the conversation → www.stewartgroup.co.nz

Article No. 465 - The Walls That Fall: What Hadrian Teaches Us about a Financial Plan

There is comfort in believing a financial plan is bulletproof, but history tells a different story. Hadrian’s Wall once defined the edge of an empire, supported by immense resources and expertise. Yet even this extraordinary structure became outdated when circumstances changed.

The same can happen with investment strategies built on a single idea or past success. True strength comes from diversification, discipline, and the willingness to adapt. Because the goal is not to build a perfect plan once, but to evolve it as the world changes.

Read the full article ➔ www.stewartgroup.co.nz/cannyview/465

Matariki reminds us to pause, reflect, and look ahead with intention. ✨

As the Matariki star cluster rises in our winter skies, signalling the Māori New Year, it's an opportunity to celebrate where we've come from, appreciate those around us, and consider the hopes we hold for the future.

Whether you're spending time with whānau, sharing stories, or simply taking a moment to reset, Matariki encourages us to honour the past while embracing new possibilities.

From all of us at Stewart Group, we wish you a meaningful Matariki and a restful long weekend.