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Stewart&lord Limited

Financial Services Provider

Auckland
FSPR Registered
FSP Number: FSP666631
Team Size: 11 advisers

About Stewart&lord Limited

What is Stewart&lord Limited?

Stewart&lord Limited is a financial services provider, based in Auckland, with 7 years on the FSPR register, and 11 appointed advisers on file.

How is Stewart&lord Limited regulated?

Stewart&lord Limited is registered on the Financial Service Providers Register (FSPR)as FSP666631, with first registration in 2019. Disputes are handled by Financial Services Complaints Limited. Verify on the FSPR register at fsp-register.companiesoffice.govt.nz.

What does Stewart&lord Limited offer?

Stewart&lord Limited's Public Disclosure Statement lists the following scope of advice: Life Insurance, Fire and General Insurance, Home Lending. Refer to the original PDS for the binding scope.

Public Disclosure Statement highlights

Full PDS section ↓

Extracted from Stewart&lord Limited's PDS dated 2026-05-24 · HTML source. View original.

Fee structure
commission only
Commission
Yes
Dispute scheme
FSCL
Services
2 named
FAQs
4 answered

Scope of advice

  • Life Insurance
  • Fire and General Insurance
  • Home Lending

Contact Information

Phone

Not available

Email

Not available

Website

Not available

Address

61 Kiwi Road,Auckland,1022,New Zealand

About Stewart&lord Limited

Company profile coming soon

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Public Disclosure Statement

1 provider on panel

Stewart&lord Limited files a Public Disclosure Statement under FMC Act 2013 s431 · last ingested 2026-05-24 · source format HTML.

→ View Stewart&lord Limited's original disclosure page · FA-NZ mirror (Markdown) · facts.json

Fee structure
commission only
Receives commission
Yes — disclosed in PDS
Dispute resolution scheme
FSCL
Scope of advice (verbatim from PDS)
  • Life Insurance
  • Fire and General Insurance
  • Home Lending
Specialties
  • Life Insurance
  • General Insurance
  • Mortgages
  • Lending

Hover any specialty to see its source. Self-attest takes priority; PDS-derived next; AI-classified last. For binding regulatory statements refer to the FAP's own current Public Disclosure Statement.

Ownership
Adviser Business operating under NZ Financial Services Group Limited (FSP286965) licence; advisers are Elliot Lord and Tristan Stewart

Distribution panel

Product providers Stewart&lord Limited is appointed to distribute, grouped by product category. Counts show how many other NZ FAPs FA-NZ has on file as distributing the same provider.

Lending & Mortgages · 1

  • NZ Financial Services Group approved panel providers
Verbatim quotes from Stewart&lord Limited's PDS (6 fields cited)

Fees

“Generally we don't charge you any fee for the advice and transactional solutions that we provide to you. This is possible because, on settlement of a home loan or insurance policy, we usually receive commission from the applicable product provider as described above.”

Commission

“If you proceed with a product on the basis of financial advice received from a Financial Adviser, the Adviser Business usually receives commission from the applicable product provider. The commission is generally of an upfront nature but may also include a renewal or trail commission.”

Product panel

“The Financial Advisers provide financial advice about Life, Fire & General Insurance and/or Home Lending products. We only provide financial advice about products from certain product providers that are included in NZ Financial Services Group's approved panel of product providers.”

Conflicts of interest

“If there are any conflicts of interest, apart from commission, that could potentially influence the financial advice given to you, these will be shown in your Financial Adviser's Disclosure Guide.”

Scope of advice

“The Financial Advisers provide financial advice about Life, Fire & General Insurance and/or Home Lending products.”

Material relationships

“From this commission the Adviser Business also pays NZ Financial Services Group for services provided to the Adviser Business in connection with the Adviser Business' authorisation under our licence from the FMA.”

Verbatim spans extracted from the source PDS dated 2026-05-24. Each quote was substring-verified against the original document; spans that failed verification were dropped. View source.

Services this firm offers

Named service offerings extracted from Stewart&lord Limited's PDS. Names are verbatim from the source document; descriptions and fee notes are AI-summarised — refer to the original PDS for binding wording.

  • financial advice about Life, Fire & General Insurance

    Advisory

    Financial advice on life and fire & general insurance products from approved panel providers.

    Fees: Commission-based; no fee to client unless no commission received or commission is clawed back.
    For: retail
  • Home Lending

    Advisory

    Financial advice on home lending products from approved panel providers.

    Fees: Commission-based; no fee to client unless no commission received or commission is clawed back.
    For: retail

FAQs from this firm's PDS

Common consumer questions answered in Stewart&lord Limited's Public Disclosure Statement. Answers are verbatim spans from the source document, substring-verified at extract time.

What financial advice and products does Stewart and Lord provide?
“The Financial Advisers provide financial advice about Life, Fire & General Insurance and/or Home Lending products. We only provide financial advice about products from certain product providers that are included in NZ Financial Services Group's approved panel of product providers.”
How are Financial Advisers remunerated?
“If you proceed with a product on the basis of financial advice received from a Financial Adviser, the Adviser Business usually receives commission from the applicable product provider. The commission is generally of an upfront nature but may also include a renewal or trail commission.”
Are there any fees charged for advice?
“Generally we don't charge you any fee for the advice and transactional solutions that we provide to you. This is possible because, on settlement of a home loan or insurance policy, we usually receive commission from the applicable product provider as described above. There are two exceptions to this general position which are explained below.”
What external dispute resolution service is available?
“If we cannot agree on a resolution you can refer your complaint to our external dispute resolution service. This service is independent, will cost you nothing, and will assist us to resolve things with you.”

Notes: Facts and product panel are LLM-extracted from the source document (confidence tier B). Verbatim quote block above is Sonnet-extracted then substring-verified against the source markdown. For the authoritative wording, view the original disclosure above. FSPR register entry. FA-NZ is a directory mirror, not a regulator.

Adviser Team

11 advisers
DA

David Andrew Healy

Financial Adviser

FSP671171

Based in Auckland
View profile
EJ

Elliot James Lord

Financial Adviser

FSP358026

Based in Auckland
View profile
HP

Hamish Patrick Charles Draper

Financial Adviser

FSP777352

Based in Auckland
View profile
LK

Lindsay Kevin Hill

Financial Adviser

FSP1006490

Based in Auckland
View profile
LV

Lucy Victoria Margan

Financial Adviser

FSP1010396

Based in Auckland
View profile
LR

Luke Ross Grbin

Financial Adviser

FSP1008705

Based in Auckland
View profile
MG

Megan Grace Duffy

Financial Adviser

FSP1009477

Based in Auckland
View profile
ML

Moengaroa Lewin

Financial Adviser

FSP1007669

Based in Auckland
View profile
MJ

Monique Jane Riley

Financial Adviser

FSP1010026

Based in Auckland
View profile
TS

Tama Sefuiva

Financial Adviser

FSP1007700

Based in Auckland
View profile
TJ

Tristan John Stewart

Financial Adviser

FSP375626

Based in Auckland
View profile

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Why Choose Stewart&lord Limited?

FSPR Registered - Licensed & regulated

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Adviser Team - 11 advisers

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