Stewart Group Timeline

STEWART Group
YOUR FINANCIAL STEWARDS

Stewart Group Timeline

1974   Don Stewart joins National Mutual Life as an Insurance & Superannuation Adviser
1984   NZ National Mutual Advisers Assn elects Don Stewart as President
1986   DL Stewart & Associates Ltd established and operates as a non-aligned adviser from new premises at 216 Karamu Road, Hastings
1988   Offers investment services to clients to complement risk & superannuation services
1996   Offers Aegis Custodial Services to clients
1998   Firm changes name to Don Stewart Financial Services Ltd
2000   Nick Stewart joins firm and name is changed to Stewart Financial Group Ltd
2001   Relationship with Dimensional Fund Advisors (DFA) begins
Nick Stewart purchases 35% of the firm and joins the Board of Directors
2002   Develops ‘3 Factor’ NZ Core Equity model
Completes Pareto study & firm divests a number of accounts to focus on high net worth individuals, companies and trusts
2003   Engages services of external consultant for professional investment research
2004   Advisory Board established
2005   Six year corporate sponsorship of Project K begins
Asset Class Investors Group established (founding member)
2006   Practice Manager appointed
2007   Implements CRM Tool – Xplan
2008   Stewart Nominees Ltd established
Office moves to 204 Karamu Rd Hastings
2010   Offers fee only Wealth Management advice
Workflow is paperless
2011   Establishes professional trusteeship service via Stewart Group Trustee Companies 1, 2 & 3 Ltd
2012   Booster Asset Class KiwiSaver Scheme Funds go live
All Advisers are Authorised Financial Advisers (AFA’s)
2014   NZX NZ Core Equity Fund goes
2015   DIMS Licence
Centre for Fiduciary Excellence accreditation
Global Association of Independent Advisers established (founding member)
Boutique Adviser’s Alliance is launched (Adviser services)
2016   BAA Custodial Platform launched
Peter Mancell joins Advisory Board
Alastair Marsden joins Investment
Stewart Group acquires 50% of Red Wealth Wellington
2017   Australian Adviser ROPS service launched

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Stewart Group

Date published

2017

Format of the original

Computer document

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Accession number

444853

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