Feel healthier with financial coaching
A support service empowering you to achieve financial wellbeing
Take control of your finances with the Financial Coaching Program
- Access four financial coaching phone sessions
- Range of support across budgeting, saving, debt and more depending on your needs
- Free, confidential service from a trusted external partner, for Zurich customers on claim
About the Financial Coaching Program
We know that a setback can be costly and worrying. Which is why we offer a free, confidential financial phone coaching service with one of our trusted partners to support you during these challenging times. Through this service, you’ll have access to a financial counsellor who can help you navigate your financial concerns, such as financial stress, hardship, family finance issues, and changing situations.
The financial counsellor will analyse your finances and provide you with options to manage your debt and/or budget to help you take control of your finances. They won’t tell you what to do with your finances (i.e., they don’t provide investment advice or financial planning services).
As a Zurich customer, you are entitled to four (one hour) sessions during your claim with us to help you feel at ease when it comes to your financial wellbeing.
To get started or find out more simply chat to your claims consultant or email: claims.rehabilitation@zurich.com.au
Important information
This document has been prepared by Zurich Australia Limited ABN 92 000 010 195, AFSL 232510. Participation in the Financial Coaching Program does not affect insurance premiums or any other benefits available to you under your policy. The Financial Coaching Program is provided by a third party provider and is not a financial planning service and neither it nor its representatives are financial advisors. The information included in this document is dated January 2023 and may be subject to change. It is derived from sources believed to be accurate as at this date. It should not be considered to be a comprehensive statement on any matter and should not be relied on as such. Consider seeking professional advice from a financial adviser if you have any concerns. This information does not take into account your personal objectives, financial situation or needs. You should consider these factors and the appropriateness of the information to you.