NZ Adviser’s fourth annual Advisers on Banks survey is giving mortgage advisers the opportunity to offer open, honest feedback on how the banks are performing across a number of areas, and weigh in on relevant topical issues.

The results will provide valuable insight into the adviser-lender relationship and help determine which banks have impressed their adviser partners the most in the past 12 months. The bank with the highest average rating will be named Bank of the Year.

All respondents will have a chance to win a gift set containing a bottle of Hendrick’s Gin and an atomiser – fill it with gin, or any other liquid, and spritz the top of your drink for a flavour explosion.

The results of the Advisers on Banks 2020 survey will be published on the NZ Adviser website in October.

For any questions or concerns, you may send an email to

Deadline: 21 August 2020

Section 1. Rank the banks

This is your chance to rate how the banks are performing across a number of areas.

Please rate each bank that you have dealt with in the last 12 months from 1 to 5 (one being the lowest, and five being the highest) across all categories.

1 = very poor; 2 = poor; 3 = satisfactory; 4 = good; 5 = very good

Please rate only those that you have dealt with in the past year.

Product range BDM support Communication & engagement Product diversification opportunities Interest rates Electronic lodgement Clawback policy Training & development Turnaround times Credit policy Commission structures
SBS Bank
The Cooperative Bank
Other (please state)

Rank the following criteria for importance from 1 (don't really care) to 5 (very important)

Section 2. Views

Section 3. Your details

Please provide your contact details below. These will not be disclosed in the report but will be used to identify demographic trends in the mortgage industry.


* Terms and conditions: This survey closes on Friday 21st August 2020 at 11:59pm NZST. You must enter valid contact details and answer the prize question in Section 2 to enter the prize draw. The best and most creative answer will win and the judge’s decision is final. The winner will be notified via email. Competition open to New Zealand residents only. Prize is not transferable and not redeemable for cash.