Skip to content
Adviser Succession Intentions Survey
Getting to know you
OK
1.
Which of the following describes your status as a financial adviser?
I'm an AFA
I'm a RFA
I'm a QFE adviser
None of the above
2.
Which of the following best describes your primary role? Please select one
Chief Executive/Managing Partner or equivalent
Senior Financial Adviser/Partner or equivalent
Financial Adviser
Junior Financial Adviser or Paraplanner
Support Staff (including technical & administrative staff)
Other (please specify)
3.
Which of the following best describes your financial advisory organisation?
A bank/financial institution
An investment advisory firm
A risk advisory firm or broker
A mortgage advisory firm or broker
A risk and mortgage advisory firm
Other (please specify)
4.
Which of the following best describes your involvement in decisions regarding the future ownership of your financial advisory organisation?
I am the primary decision maker
I am one of two or more decision makers
I expect to be consulted with and provide input to decisions
I don't or am unlikely to have any direct involvement in these decisions
5.
What was the total advisory revenue generated by your financial advisory organisation in the last 12 months? Please select one.
<$100k
$100 - $249k
$250 - $499k
$500 - $999k
$1m+
6.
Including yourself, how many people are part of your financial advisory organisation? Please select one
1
2-5
6-10
10-20
20+
7.
What are the total assets managed/under advice with your financial advisory organisation?
<$20m
$20-$49m
$49m - $99m
$100m-$249m
>$250m
Not applicable
8.
How many client households does your financial advisory organisation service?
<100
100-249
250-499
500-999
1,000+
9.
What is your age?
Under 40
40-49
50-59
60-64
65 and over
10.
In which region does your financial advisory organisation operate?
Northland
Auckland
Waikato
Bay of Plenty
Gisborne
Hawkes Bay
Taranaki
Manawatu/Whanganui
Wellington
Tasman/Nelson/Marlborough
West Coast
Canterbury
Otago
Southland
Current Progress,
0 of 25 answered