Financial Adviser Wellbeing Survey Launched by AIA NZ


The health and wellbeing of financial advisers is the focus of a new research project funded by AIA NZ.

The firm wants to understand the habits and attitudes of advisers who are experiencing positive mental wellbeing, as well as the mindsets and behaviours needed to evolve and manage market disruptions.

Sam Tremethick, Chief Partnership Insurance Officer AIA NZ, says: “We’re looking to undertake a ‘temperature check’ on how advisers are going here in New Zealand.

“This research will seek to understand the key challenges experienced by financial advisers locally, particularly in light of increased regulation, operating in a global pandemic, and changing client needs.”

Working on the report are Sydney-based researchers Dr Adam Fraser and Dr John Molineux. The pair undertook a similar project in Australia with key findings revealing poor levels of mental and physical health among financial advisers including:

  • 73% of respondents had high levels of burnout from stress
  • 67% had experienced some level of depression
  • 61% had poor sleep due to stress.

The findings of the New Zealand survey will, says Tremethick, identify practical applications for improving wellbeing for advisers and will be shared to benefit the broader industry.

Any financial adviser wanting to take part in the NZ Adviser Wellbeing survey can click here – the survey closes 10 October 2021. AIA NZ will donate $10 to the Mental Health Foundation for every NZ Adviser Wellbeing survey response received (up to $2,500).