Financial capability research
Secondary schools research
Students getting ahead brochure 2015
Today’s students will face new challenges in their working lives and in their retirement as the population ages and the world around them changes. We need to equip them to be ready to meet those challenges.
Download brochure >
Life after work - ready or not
A joint survey by the Commission for Financial Capability (CFFC) and the Financial Markets Authority (FMA) looked at how well older New Zealanders are preparing and investing for when they stop working.
Download report >
Financial Behaviour Index
The Financial Behaviour Index gives us six-monthly snapshots of New Zealanders’ key financial behaviours such as goal setting, budgeting, saving and investing. The first benchmark measure was carried out in November 2011.
ANZ/Commission Financial Knowledge and Behaviour Surveys
Every four years the Commission delivers a comprehensive survey examining the financial knowledge of adult New Zealanders.
2013 ANZ/Commission Financial Knowledge and Behaviour Surveys
In 2013 the Financial Knowledge and Behaviour Survey also included questions about financial behaviour.
The survey found that the overall level of financial knowledge has not changed since 2009.
Financial Knowledge and Behaviour Survey data
2013 data (File 1.16 MB, Sep 2013) (csv file)
2009 Financial Knowledge Survey raw data (2.01 MB, Feb 2014) (xls file)
2009 Financial Knowledge Survey data dictionary (108 KB, Feb 2014) (xls file)
ANZ/Ngai Tahu Financial Knowledge Surveys
This report presents the results of the financial knowledge survey of 400 Ngāi Tahu iwi members. Colmar Brunton was commissioned to conduct this research for and in partnership with Te Runanga o Ngāi Tahu with the support of the Commission and ANZ.
2010 ANZ Ngāi Tahu Financial Knowledge Survey: Summary report (PDF 3.6 MB, Sep 2013)
2010 ANZ Ngāi Tahu Financial Knowledge Survey: Full report (PDF 4.12 MB, Sep 2013)
More New Zealand research and evaluation
How young New Zealanders learn about personal finance: A longitudinal study, Fin-Ed Centre, Massey University (PDF 5.9 KB, Nov 2012)
This report covers the ﬁrst stage in a 20-year longitudinal study designed to contribute to better understanding of issues related to the level of ﬁnancial literacy in New Zealand. The full study is scheduled to be updated at five-yearly intervals, with intervening online surveys of the participants providing a snapshot of progression in their financial knowledge and financial wellbeing.
How young New Zealanders perceive political & financial wellbeing, Fin-Ed Centre, Massey University (PDF 361 KB, Sep 2014)
This update aims to see how the participants have managed their finances, with lessons learned, in comparison to the baseline 2012 survey. Two years on from the original study, the respondents range in age from 20 to 24 years.