Advice for good.

Advice for good.

New Fidelity Life research on New Zealanders’
attitudes to financial advice.


Advisers have been at the heart of Fidelity Life since 1973 and we care about the future of financial advice.

That’s why, to mark our 50th year in 2023, we commissioned new research - Advice for good: rethinking New Zealand’s relationship with financial advice - to better understand New Zealanders’ attitudes towards financial advice.

Read the Advice for good research.



Understanding New Zealanders today.

While we know that financial advice makes a real difference to those who access it, a large percentage of New Zealanders are confused about its relevance to them.

Evidence shows that most New Zealanders aren’t seeking financial help, either through regular financial ‘health checks’ or at key life stages, until they’re nearing retirement.


New Zealanders are spending their earning years anxious about finances and making money missteps. New Zealanders aren’t taking advantage of the wealth of knowledge the advice community can offer and instead rely on a ‘she’ll be right’ approach to protecting and growing wealth.

By understanding the ‘why’ behind these attitudes and habits we can focus on helping more New Zealanders better utilise their money today and protect and grow their wealth for tomorrow.

Onwards to great advice.

Our Advice for good research shows important insights that advisers, industry, and policymakers can utilise. We want to help build a collective action plan to raise awareness of the value of financial advice, increase the nation’s financial and emotional wellbeing and ultimately, make a real and lasting difference to New Zealanders.

Read the Advice for good research.

Infographic Thumbnail

Download the infographic.

View key insights and stats from our Advice for good research in an easy-to-read format.

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