Te Rehe Group is the parent company of four wholly owned subsidiaries, all operating within the financial services sector providing bespoke financial advice, asset consultation and wealth management solutions since 1987.
The Group Entities are Stewart Financial Group Ltd and Stewart Group Wellington Ltd provide financial planning, wealth, risk and superannuation advice to individuals, families, trusts and businesses in New Zealand.
• Stewart Group Asset Management Ltd provides asset consultancy to fund managers including in the fields of KiwiSaver and general investment funds.
• Finzo NZ Ltd provides tailored ‘turn key’ service support to other financial advice businesses including licencing requirements, CRM and custodial wrap platform services.
The group uses rigorous academic research and leading-edge technology, aiming to help their clients secure a better future.
They have an established long-term Investment philosophy and unwavering commitment to best practice standards.
Simply Sustainable TM is Te Rehe Group’s roadmap to sustainable business operation, launched on 2021. It is aimed at proactively promoting sustainable initiatives to reduce their environmental footprint and increase their positive impact on the environment and the community.
The sustainability
Keywords: Te Rehe Group,Finzo,Stewart Group,Hastings,New Zealand,Financial Advice,Financial Services,NZ
Sector: Service with Minor Environmental Footprint
Size: 10-49 employees
B Corp Certified – Impact Score: 102.7