Money is the tool that helps you achieve your goals,
and our role is to provide you with the best available
financial advice
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Disclosure Statements

Stuart + Carlyon offers clients a financial planning service that combines an unmatched experience in financial and investment planning with a broader life-goal focus. The market is crowded with commission driven advisers. In contrast, Stuart + Carlyon provides a boutique, fee based service supported by a powerful network of investment, tax and legal specialists.  Click here for our Primary Disclosure Statements.

Who are our clients?

    • Those who need planning advice on the best strategies to build wealth for the future.
    • Those who have acquired money and seeking investment advice and ongoing
      management services.
    • Those who are referred by solicitors, accountants and existing clients.


 How Financial Planners can help you.

Deborah recently filmed a video showcasing the benefits of a financial plan to help achieve your
goals and objectives. She was asked by the Retirement Commissioner’s office to explain the
role of the financial adviser.


Article from Sunday Star Times (7 May 2017) featuring Susanna talking about looking
after an elderly parent.

The change from fully independent to needing fulltime care was very quick for
the mother of financial adviser Susanna Stuart.


Article from JUNO magazine - (Autumn 2018) quoting Deborah
Mortgage temptations: more house or more life?


Article from Canvas - NZ Herald (12 May 2018) featuring Deborah talking about money
and relationship issues.



See our latest Newsletter

See our latest Newsletter

In our newsletter:

  • Consider whether your family trust is fit-for-purpose under the new Trusts Act.
  • How some listed property investments are looking beyond Covid-19..
  • A fun financial thriller at the NZ International Film Festival. 

Your Family Fortune
- Susanna Stuart’s book

The book looks at the wide spectrum of family money issues and offers guidance for parents who want to teach their children money skills.

Email: or phone:  307 2331 for a copy at a discounted price of $20

Her book, "Start Talking Cents", a later book is available at the library.

A message from Susanna;
"My monthly Money column in the Next magazine has come to an end after 15 years. In that time the one question many readers have asked is “how do you come up with a topic or idea month after month?” Surprisingly it’s not difficult. Money has the knack of inhabiting our lives in very interesting ways, and as a financial adviser I’ve seen it all: the good, the bad and the ugly. I’ve shared some of my experiences and those of my clients to give readers an insight into how money shapes our lives, and to offer some practical guidance. My last column can be found in the October 2011 issue".  
For previous issues, click here.

I will be writing one off feature articles from time to time so please keep checking.

For my latest article in the February 2012 issue - "A to Z Financial Overhaul", please click here 

Getting your finances in order is simply a matter of working systematically through the alphabet, says Susanna Stuart.

Susanna's last money column article - Family Values 

When a parent dies, the last thing you want is a row over inheritance. Susanna Stuart explains how to share the estate ... peacefully.

Stuart + Carlyon mystery shopped in November 2009 by Consumer NZ:

Fair Go TV One, 15 July 2009 
See Deborah Carlyon on a recent edition of Fair Go being interviewed about how easy it is for tertiary students to take on bank debt.