Welcome to the podcast Adam Deck, who dropped in to discuss his recent article on KiwiSaver and ESG investments with Ken. Topics include working with clients to find the best plan, risk appetite, and sticking to the plan in times of volatility (like the past few months).
Read the article
- Adam Deck is a Financial Adviser at Stewart Group, a CEFEX certified financial planning and advisory firm based in Hawke's Bay and Wellington NZ. 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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