Adviser Succession Intentions Survey

Getting to know you

Question Title

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

Question Title

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)

Question Title

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)

Question Title

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

Question Title

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+

Question Title

6. Including yourself, how many people are part of your financial advisory organisation? Please select one

2-5

6-10

10-20

20+

Question Title

7. What are the total assets managed/under advice with your financial advisory organisation?

<$20m

$20-$49m

$49m - $99m

$100m-$249m

>$250m

Not applicable

Question Title

8. How many client households does your financial advisory organisation service?

<100

100-249

250-499

500-999

1,000+

Question Title

9. What is your age?

Under 40

40-49

50-59

60-64

65 and over

Question Title

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

Adviser Succession Intentions Survey

Getting to know you

Question Title

* 1. Which of the following describes your status as a financial adviser?

Question Title

* 2. Which of the following best describes your primary role? Please select one

Question Title

* 3. Which of the following best describes your financial advisory organisation?

Question Title

* 4. Which of the following best describes your involvement in decisions regarding the future ownership of your financial advisory organisation?

Question Title

* 5. What was the total advisory revenue generated by your financial advisory organisation in the last 12 months? Please select one.

Question Title

* 6. Including yourself, how many people are part of your financial advisory organisation? Please select one

Question Title

* 7. What are the total assets managed/under advice with your financial advisory organisation?

Question Title

* 8. How many client households does your financial advisory organisation service?

Question Title

* 9. What is your age?

Question Title

* 10. In which region does your financial advisory organisation operate?

1. Which of the following describes your status as a financial adviser?

2. Which of the following best describes your primary role? Please select one

3. Which of the following best describes your financial advisory organisation?

4. Which of the following best describes your involvement in decisions regarding the future ownership of your financial advisory organisation?

5. What was the total advisory revenue generated by your financial advisory organisation in the last 12 months? Please select one.

6. Including yourself, how many people are part of your financial advisory organisation? Please select one

7. What are the total assets managed/under advice with your financial advisory organisation?

8. How many client households does your financial advisory organisation service?

9. What is your age?

10. In which region does your financial advisory organisation operate?