Just like modern cars come equipped with essential safety features, your investment portfolio should be built with protection in mind.
In this episode, our General Manager and Financial Adviser, Rory O’Neill, joins host Tim Ewen, our Risk Insurance Manager and avid car enthusiast, to explore how the safety systems in today’s vehicles mirror the protective strategies found in smart investment portfolios.
Think about it: you wouldn’t put your family in an unsafe vehicle, so why risk your financial future with an unprotected investment strategy?
If you would like to read the article by Nick Stewart, our CEO and Financial Adviser, here is the link: https://www.stewartgroup.co.nz/we-love-to-write/modern-protection-in-vehicles-and-investments
⏰ Important time-stamps
(02:14) Introduction
(2:31) Car safety vs. investment portfolios
(5:43) The role of Financial Advisers
(6:53) Early warning systems in vehicles and investment portfolios
(10:30) Quality and protection go hand-in-hand
(12:14) Trust the experts
(14:06) Behind the scenes: Portfolio Protection
(15:31) Fee transparency and custodial services
(17:18) Adaptive cruise control vs. portfolio management
(18:38) Accident alerts vs. limit break reports
(19:40) Rory's car choice
(20:41) Key message from Rory on portfolio management
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
Hosted on Acast. See acast.com/privacy for more information.
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