Financial advice survey Survey of Sorted.org.nz users aged 18 and over November 2015.

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Presentation transcript:

Financial advice survey Survey of Sorted.org.nz users aged 18 and over November 2015

Have you ever used a financial adviser - this is a professional adviser at a bank or an independent financial adviser who you meet with face-to-face to talk about your specific finances 2 Base – n=1756

When did you last meet with them? 3 Base – n=943

Which of the following did you discuss with this financial adviser when you last met? 4 Base – n=945

Did you pay for this advice? 5 Base – n=947

Why haven't you chosen to use a financial adviser? 6 Base – n=802

What might prompt you to seek professional financial advice in the future? 7 Base – n=795