Adviser News and Insights


  • Latest Insights

    November 29, 2018

    Leverage – why investors should take note

    One of the biggest challenges facing investors today is the amount of leverage globally, according to Steve Wreford, Portfolio Manager of the Zurich Investments Global Thematic Share Fund.

    November 29, 2018

    AREITs sub-sector in focus: Office

    Australia’s wealth is underpinned by property, and most people think ‘residential’ when property investing is mentioned. However, investors who consider Australian Real Estate Investment Trusts (AREITs) get exposure to so much more than just ‘residential’.

    November 29, 2018

    Market Update

    In this month’s Market Update Patrick Noble, Investment Specialist, looks at the latest events driving investor sentiment across the major asset classes.

    November 12, 2018

    The Cost of Care Part 1 of 3 – The Cost of Cancer

    In analysing common methodologies used across the life insurance advice sector, we were able to identify a missing link that could help advice be more tailored and personalised. The Cost of Care whitepaper is an industry first, bringing together detailed research across the broad spectrum of injury and disease. Across three articles, we will delve into three of the biggest cost burdens facing Australians today – Cancer, Heart and Artery and Mental Health.

    November 12, 2018

    New 2019 Commission Rates Transition - What You Need to Know

    Since 1 January 2018, transitional arrangements have been in force that limit the amount of upfront commission paid for the sale of life insurance. An 88% cap of the first year’s premium was the first stage in broader reforms which were passed through parliament as part of the Life Insurance Remuneration Act in 2017.

    November 01, 2018

    The Cost of Care - The missing link in the strategic financial advice equation.

    The Cost of Care whitepaper is an industry first, bringing together detailed research across the broad spectrum of injury and disease. The research is designed to help financial advisers better understand the underlying costs that may be incurred and the prevalence of various common illnesses and conditions in Australia today

  • Life Insurance

    November 12, 2018

    The Cost of Care Part 1 of 3 – The Cost of Cancer

    In analysing common methodologies used across the life insurance advice sector, we were able to identify a missing link that could help advice be more tailored and personalised. The Cost of Care whitepaper is an industry first, bringing together detailed research across the broad spectrum of injury and disease. Across three articles, we will delve into three of the biggest cost burdens facing Australians today – Cancer, Heart and Artery and Mental Health.

    November 12, 2018

    New 2019 Commission Rates Transition - What You Need to Know

    Since 1 January 2018, transitional arrangements have been in force that limit the amount of upfront commission paid for the sale of life insurance. An 88% cap of the first year’s premium was the first stage in broader reforms which were passed through parliament as part of the Life Insurance Remuneration Act in 2017.

    November 12, 2018

    Agile protection for a flexible workforce is becoming a reality for employers

    The business case for an agile social protection system fit for a 21st century labor market.

    November 01, 2018

    The Cost of Care - The missing link in the strategic financial advice equation.

    The Cost of Care whitepaper is an industry first, bringing together detailed research across the broad spectrum of injury and disease. The research is designed to help financial advisers better understand the underlying costs that may be incurred and the prevalence of various common illnesses and conditions in Australia today

    September 19, 2018

    One portal that now does it all: Introducing the Zurich Adviser Portal including the new, online quote and apply

    - Unrivalled efficiency when dealing with an insurer - Market leading functionality and design will deliver a user experience unlike any other - Online quotes, applications, renewals, client management, notifications, scenario planning and advice tools in one place

    September 19, 2018

    Meet the 2018 Adviser and Practice of the Year Finalists

    2018 marks the 16th year Zurich has partnered with the AFA to present the Adviser of the Year award. Along with its newer sibling – the Practice of the Year – this program represents the very pinnacle of professional recognition for financial advisers around Australia.

  • Investments

    November 29, 2018

    Leverage – why investors should take note

    One of the biggest challenges facing investors today is the amount of leverage globally, according to Steve Wreford, Portfolio Manager of the Zurich Investments Global Thematic Share Fund.

    November 29, 2018

    AREITs sub-sector in focus: Office

    Australia’s wealth is underpinned by property, and most people think ‘residential’ when property investing is mentioned. However, investors who consider Australian Real Estate Investment Trusts (AREITs) get exposure to so much more than just ‘residential’.

    November 29, 2018

    Market Update

    In this month’s Market Update Patrick Noble, Investment Specialist, looks at the latest events driving investor sentiment across the major asset classes.

    October 02, 2018

    Why Retail?

    Australia’s wealth is underpinned by property, and most people think ‘residential’ when property investing is mentioned. However, there are some key benefits for investors who consider Australian Real Estate Investment Trusts (AREITs) as part of a diversified portfolio.

    October 02, 2018

    The Hottest (ex)100

    Performance charts show Australian small caps remain top of the pops when it comes to Australian equity returns. For the twelve months ending August, small caps outperformed the S&P/ASX 200 by 6.92% and while this should be music to the ears of small cap investors, market leadership has remained rather narrow.

    October 02, 2018

    Market Update

    In this month’s Market Update Patrick Noble, Investment Specialist, looks at the latest events driving investor sentiment across the major asset classes.

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