Exit TMM Annual Mortgage Adviser Survey Tell us about the mortgage market TMM - The Mortgage Mag - is running its annual survey of mortgage advisers. The survey is designed to gauge the sentiment of the advisers and find out what are the big issues for advisers at the moment. This will give you a good update on what your peers are thinking and also help us deliver really useful and practical content to you. Please take a moment to complete the survey. You will get a copy of the results and the answers will help TMM deliver top quality information to you. Philip Macalister PUBLISHER Question Title * 1. What is your main area of business? Mortgage adviser Insurance adviser Financial planner Mortgage and Insurance adviser Other (please specify) Question Title * 2. What is your designation? AFA RFA QFE Other (please specify) Question Title * 3. Which dealer group do you belong to? Advice First Kepa Lifetime Loan Market Mike Pero Mortgage Express Mortgage Link Mortgage Supply/NZMA Newpark NZFSG NZ Home Loans Prosper Q Group Other (please specify) Question Title * 4. Thinking about the biggest issues facing your business, please rank them from most concerning to no concern at all. Keeps me awake It is of some concern Mildly concerning Not an issue Turnaround times Turnaround times Keeps me awake Turnaround times It is of some concern Turnaround times Mildly concerning Turnaround times Not an issue Keeping up with policy changes Keeping up with policy changes Keeps me awake Keeping up with policy changes It is of some concern Keeping up with policy changes Mildly concerning Keeping up with policy changes Not an issue Finding new clients Finding new clients Keeps me awake Finding new clients It is of some concern Finding new clients Mildly concerning Finding new clients Not an issue Regulation changes and compliance Regulation changes and compliance Keeps me awake Regulation changes and compliance It is of some concern Regulation changes and compliance Mildly concerning Regulation changes and compliance Not an issue Succession planning Succession planning Keeps me awake Succession planning It is of some concern Succession planning Mildly concerning Succession planning Not an issue Securing finance for property investors Securing finance for property investors Keeps me awake Securing finance for property investors It is of some concern Securing finance for property investors Mildly concerning Securing finance for property investors Not an issue Getting applications arpproved Getting applications arpproved Keeps me awake Getting applications arpproved It is of some concern Getting applications arpproved Mildly concerning Getting applications arpproved Not an issue Other (please specify) Question Title * 5. How well informed do you feel about the Financial Services Legislation Amendment Bill (FSLAB) and how it will impact your business? High level of understanding Some idea of what's going on Not well informed If you would like to know more about the changes enter your email address here. Question Title * 6. Under the proposed changes AFA, RFA and QFE designations will be replaced. Which one of the new categories will you apply for? Financial Adviser (FA) Financial Advice Provider (FAP) Nominated Representative Don't know Question Title * 7. Where do you get information about adviser regulation changes? From my Industry Association From my aggregator/dealer group From the media Word of mouth MBIE Nowhere Other (please specify) Question Title * 8. Which lenders get your business? 0% 1-24% 25-49% 50-74% 75-89% 90-100% Big banks (ANZ, ASB, BNZ, Westpac) Big banks (ANZ, ASB, BNZ, Westpac) 0% Big banks (ANZ, ASB, BNZ, Westpac) 1-24% Big banks (ANZ, ASB, BNZ, Westpac) 25-49% Big banks (ANZ, ASB, BNZ, Westpac) 50-74% Big banks (ANZ, ASB, BNZ, Westpac) 75-89% Big banks (ANZ, ASB, BNZ, Westpac) 90-100% Small banks (TSB, Co-op, SBS, TSB etc) Small banks (TSB, Co-op, SBS, TSB etc) 0% Small banks (TSB, Co-op, SBS, TSB etc) 1-24% Small banks (TSB, Co-op, SBS, TSB etc) 25-49% Small banks (TSB, Co-op, SBS, TSB etc) 50-74% Small banks (TSB, Co-op, SBS, TSB etc) 75-89% Small banks (TSB, Co-op, SBS, TSB etc) 90-100% Specialist lenders (eg: RESIMAC, Liberty, FMT, Avanti etc) Specialist lenders (eg: RESIMAC, Liberty, FMT, Avanti etc) 0% Specialist lenders (eg: RESIMAC, Liberty, FMT, Avanti etc) 1-24% Specialist lenders (eg: RESIMAC, Liberty, FMT, Avanti etc) 25-49% Specialist lenders (eg: RESIMAC, Liberty, FMT, Avanti etc) 50-74% Specialist lenders (eg: RESIMAC, Liberty, FMT, Avanti etc) 75-89% Specialist lenders (eg: RESIMAC, Liberty, FMT, Avanti etc) 90-100% Credit Union or Building societies Credit Union or Building societies 0% Credit Union or Building societies 1-24% Credit Union or Building societies 25-49% Credit Union or Building societies 50-74% Credit Union or Building societies 75-89% Credit Union or Building societies 90-100% Private funders Private funders 0% Private funders 1-24% Private funders 25-49% Private funders 50-74% Private funders 75-89% Private funders 90-100% Other (please specify) Question Title * 9. Will the volume of loans settled this financial year (to March 31) be higher than last year? Yes No Not sure Question Title * 10. What will be the difference in the volume of loans settled this year? 25% more than last year 15-25% more than last year 10-15% more than last year 0-10% more than last year No change from last year Less than last year Why do you think there has been a change? (please specify) Question Title * 11. What percentage of your income is trail commission? 100% 50-75% 25-50% 0-25% No trail Don't know/Don't want to disclose Question Title * 12. Are you satisfied with the amount of mortgage advice education available? Yes No Don't know Additional comments Question Title * 13. Do you want to attend a dedicated one-day mortgage adviser conference in Auckland on Oct 30? Yes No Don't know Question Title * 14. In the past 12 months , have you moved to a new group ? Yes No New to industry If you have moved, why? Question Title * 15. Do you intend to join Financial Advice NZ? Yes No Undecided Question Title * 16. If you would like to see the results of this survey please add your details here Name Company Email Postal address 1 Postal address 2 Page1 / 1 100% of survey complete. Done
