In this episode, Tim Ewen has a chat with Rory O'Neill, our Director and Financial Adviser, about why financial planning matters, especially when markets are volatile.
At Stewart Group, we believe everyone should have a plan for their financial future, regardless of where they are in life. Whether you're kicking off your career or gearing up for retirement, our team is here to guide you through the highs and lows of your financial journey.
Don't let market fluctuations keep you up at night – stick to your plan and let us work behind the scenes to make the most of your investments.
⏰ Important time-stamps
(1:05) Introduction
(01:56) Tariffs and their impact on Kiwis
(03:02) Market dips - a buying opportunity?
(04:37) Long-term financial planning
(06:19) Human behaviour during volatility
(06:59) Reassurance for KiwiSaver clients
(08:13) KiwiSaver and easte planning
(9:22) Is budgeting a part of financial planning?
(10:55) Is financial planning a complex process?
(11:47) Key areas to understand for a smooth financial future
(13:04) The FOMO effect and materialism
(14:27) Engaging with Stewart Group
(14:43) ACI Funds account for children
(14:55) Risk insurance & financial planning
(16:20) Stick to your plan!
(16:49) Finding Stewart Group
If you'd like to read Rory's blog, Trump's Tariff Gamble: What It Means for New Zealand. Here's the link to it: https://bit.ly/3GzJxQX
The Adviser Talk is available on all popular streaming platforms, including Spotify and Apple Podcasts.
- Rory O'Neill is a Financial Adviser as well as the Director and General Manager at Stewart Group, a Hawke's Bay and Wellington-based CEFEX-certified financial planning and advisory firm. Stewart Group provides personal fiduciary services, Wealth Management, Risk Insurance & KiwiSaver solutions.
- The information provided, or any opinions expressed in this show, are of a general nature only and should not be construed or relied on as a recommendation to invest in a financial product or class of financial products. You should seek financial advice specific to your circumstances from an Authorised Financial Adviser before making any financial decisions. A disclosure statement can be obtained free of charge by calling 0800 878 961 or visit our website, www.stewartgroup.co.nz
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