The Work Index by Flexa

Te Rehe Group Limited

Stewart Group is an independent financial advisory firm based in Hawke's Bay and Wellington, New Zealand, specializing in wealth management, risk insurance, KiwiSaver schemes, and retirement planning.

https://www.stewartgroup.co.nz/
4.5

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Description

Stewart Group is a New Zealand-based financial advisory firm that offers a range of services including wealth management, risk insurance, KiwiSaver, and retirement planning. They pride themselves on being independent and fee-only, prioritizing client needs over sales targets and commissions. Established in 1987, Stewart Group has a long history of providing personalized financial advice and has grown to operate from offices in Hawke's Bay and Wellington.

Stewart Group's commitment to sustainability is a key aspect of their operations, as demonstrated by their participation in the Te Rehe Solar Network, New Zealand's first private peer-to-peer energy network. Their sustainability initiatives extend beyond their own offices, incorporating sustainable investing strategies for clients seeking ethical and responsible investment options.

Flexibility

Office based

Benefits

Stewart Group offers its employees various benefits, including a workplace financial wellness program, electric vehicle charging stations, and access to a Parkable app for parking spot bookings. The company prioritizes sustainability and fosters a positive work environment with opportunities for professional development and career growth.

Mission

Stewart Group is an independent, fee-only financial advisory firm committed to providing personalized investment and financial advice to its clients in Hawke's Bay and Wellington. The company emphasizes a client-first approach, with a focus on building long-term relationships and providing tailored solutions for wealth management, risk insurance, KiwiSaver, and retirement planning. Their mission is to empower their clients to achieve their financial goals while also prioritizing ethical and sustainable investment practices.

Environmental impact driven
Sustainability

Culture

Stewart Group promotes a culture built on client-centricity, independence, and a commitment to sustainability. They prioritize building strong relationships with their clients, providing personalized financial solutions, and acting as trusted advisors rather than salespeople. The company's dedication to ethical practices is evident in their fee-only approach and their involvement in the Te Rehe Solar Network, highlighting their values of transparency, environmental responsibility, and community engagement.

DE&I

Stewart Group actively promotes diversity, equity, and inclusion through its commitment to Māori affiliation, evidenced by its Māori Affiliated Business status and naming its holding company after its tīpuna. This commitment extends beyond its ownership structure, as the company highlights the diverse backgrounds and experiences of its team members and encourages a welcoming and inclusive environment for both employees and clients. While specific details regarding its DEI programs or initiatives are not explicitly mentioned on the website, their efforts are reflected in their team composition and company culture.

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