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Participants in terms of age
| Age | <25 | 25-35 | 36-50 | 51-65 | >65 |
|---|---|---|---|---|---|
| Adviser | 3 | 37 | 36 | 13 | 1 |
| Client | 1 | 22 | 21 | 18 | 3 |
| Combined | 4 | 59 | 57 | 31 | 4 |
| Percentage based on Responses (155) | 2.58% | 38.06% | 36.77% | 20.00% | 2.58% |
Participants in terms of gender
| Gender | Male | Female |
|---|---|---|
| Adviser | 76 (84%) | 14(16%) |
| Client | 35 (54%) | 30 (46%) |
| Combined | 111 | 44 |
| Percentage based on Responses (155) | 71.61% | 28.39% |
Sources used for the survey development
| Component - Attitude towards | Items | Source |
|---|---|---|
| Communications | 6 | Graham (2003) |
| Cash Flow Management | 11 | Lea, Webley, Walker (1995) |
| Trust | 3 | Sharpe, Martin, and Roth (2011) |
| Investment management | 7 | Roszkowski and Grable (2009) Weber. Siebenmorgen, and Weber (2005) |
| Financial Literacy | 12 | Stoughton, Wu & Zechner (2011) |
| Risk Profiling | 8 | Van de Venter, Michayluk & Davey (2012) |
| Retirement Planning | 1 | Kemp, Rosenthal & Denton (2005) |
| Financial Planning in Practice | 3 | Stawski, Hershey, Jacobs-Lawson (2007) |
| Coaching | 2 | Dubofsky & Sussman (2009) |