Stewart Financial Group, the leading Hawkes Bay wealth and risk management specialists, have elected to join Plus4 Insurance Solutions(Plus4), the national insurance broking and financial adviser group.
Established in Hastings in 1986, today Stewart Group has six professional financial advisers, five of six are Authorised Financial Advisers (AFAs) providing full investment and risk management services including KiwiSaver. The team have access to a back office team of professionals to ensure that the firm is both effective and fully compliant with the financial adviser regulatory regime.
Executive director and founding principal of Stewart Group, Don Stewart said, “As a privately owned, nonaligned and values-based organisation, Stewart Group has much in common with Plus4. While we will continue to operate under our existing brand, joining forces with Plus4 provides both entities with greater scale which is not only mutually beneficial but is also in our client’s best interests.
“Like Plus4, our investment and insurance advice is tailored to client’s individual circumstances allowing us to provide a financial solution that is directly aligned to their personal, business and lifestyle goals.”
Plus4’s chairman Grant Uridge said, “This announcement marks a milestone in Plus4’s development. As a result, the group will not only substantially increase its presence in the Hawke’s Bay but also signal its growing presence to the wider financial sector that it is a growing force in the market. With the six Stewart Group advisers joining the group, we now have 38 advisers across the country from Whangarei to Invercargill.
Stewart Group’s professional adviser team have over 120 years’ combined experience in the financial services industry and comprises: Don Stewart, Dip Agr AFA; Nick Stewart, BBS, AIF, AFA; Russell Spencer, Dip Bank, F Fin, Risk Insurance Manager & AFA; Aaron Drew, MCOM, BA, BCom, Chief Investment Officer; Glen Trillo, AIF, AFA; and Brad MacDonald, AIF, AFA.
Established in 2008 in Nelson, Plus4 Group members, who have no affiliations to any specific insurance provider, use independent research to identify the solutions that best meet their individual and business clients’ requirements. Plus4 members work predominantly with small to medium sized enterprises, their owners and their accountants.