New Zealand Financial Advisers Wellbeing Report 2021

 
 
 
The goal of this research is to understand the mental health and wellbeing of financial advisers in New Zealand, so we can help them flourish in their role and have long fulfilling careers. We find a great amount of meaning and purpose in this project due to the very important role they play in society. For every New Zealander to flourish it is critical that they are financially protected, have a clear investment strategy and develop healthy habits around money. The easiest way to access these is to form a relationship with a financial adviser. Because they can have a huge impact on our quality of life it is important to support them and sure that they are thriving in their role. Through this research we hope that advisers themselves, the industry and regulators make strategic decisions that strengthens the system and encourages more and more people to pursue this career.
— Dr Adam Fraser
 
 

Click on the image below to view the full report.

 
 
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New Zealand Financial Advisers Wellbeing Report 2023

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Australian Financial Advisers Wellbeing Report 2021