Adviser News and Insights


  • Latest Insights

    October 31, 2019

    A moment with Matthew Drennan

    Well the silly season is almost upon us and I suspect many in the industry (including yours truly) are looking forward to a summer break. Just a couple of pieces of news to round out the year before we pull up stumps.

    October 31, 2019

    The apparent contradiction between equities and bonds

    We appear to be in an unusual situation where equity and bond markets are discounting contradictory outcomes.

    October 31, 2019

    Keeping it in the Family

    What makes a company “good” or “great”? Many investors when answering that question may think about a company’s product or service, highlighting how that product or service is unique or differentiated or how its pricing model is sustainable.

    October 31, 2019

    Market Update

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

    September 26, 2019

    How to find a mental health professional

    Because financial wellbeing is fundamentally linked to mental health and wellbeing, as a financial adviser, you may be in the position where you become the accidental counsellors for your clients.

  • Life Insurance

    September 26, 2019

    The industry is coming together for positive change

    This week Zurich had the honour of being part of the inaugural Professional Planner, Risk Advice Summit, which we co-sponsored with AIA. The event brought together key industry stakeholders from insurers, regulators, advisers and politicians to discuss some of the big challenges confronting us today. Zurich CEO Tim Bailey was on a leadership panel in addition to Head of corporate affairs, Richard Dunkerley who facilitated a discussion between two leading market research firms, NMG & CoreData, who shared key insights from their extensive studies of the current Australian insurance and advice market.

    September 26, 2019

    Zurich’s high tech underwriting is delivering results with a human touch

    The process of underwriting has always been a crucial cog in the adviser/insurer relationship, although modern perceptions have shifted from being a standard “back office” process to a real point of difference in an insurer’s full-service offering. Most recently, the introduction of URE’s (Underwriting Rules Engines) is providing innovative, tech driven underwriting solutions to a growing volume of business submitted.

    September 26, 2019

    Podcast & Profile: AFA AOTY winner Simone Du Chesne

    Referrals are a gift not a right. Adviser of the Year, Simone Du Chesne discusses how she keeps them coming in and makes the conversion.

    September 26, 2019

    Super Friend Looking After You Booklet – Simple Strategies for Busy Times

    Most of us are juggling multiple roles in our lives, and many of these typically involve caring for others. Making self-care a priority with “the life juggle” can be tricky, so to help, our mental health and wellness partner Super Friend have put together this resource packed with simple, easy and free ways you can inject more care for yourself into each and every day.

    September 26, 2019

    How workplaces can save lives

    Understanding where you fit within the context of tackling mental health is important. That is, workplaces are not counselling practices, and managers are not psychologists, so you should not attempt to encroach on areas outside your abilities. Your responsibility is to notice changes that affect a person’s work, speak to them and provide support if they are experiencing difficulties, and refer them to further help.

  • Investments

    October 31, 2019

    A moment with Matthew Drennan

    Well the silly season is almost upon us and I suspect many in the industry (including yours truly) are looking forward to a summer break. Just a couple of pieces of news to round out the year before we pull up stumps.

    October 31, 2019

    The apparent contradiction between equities and bonds

    We appear to be in an unusual situation where equity and bond markets are discounting contradictory outcomes.

    October 31, 2019

    Keeping it in the Family

    What makes a company “good” or “great”? Many investors when answering that question may think about a company’s product or service, highlighting how that product or service is unique or differentiated or how its pricing model is sustainable.

    October 31, 2019

    Market Update

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

    June 27, 2019

    Looking through a sustainability lens

    Sustainability is becoming an increasingly important part of the contemporary investment landscape. Indeed, successful long-term investing depends upon the identification of companies which have sustainable business models and goes hand-in-hand with environmental sustainability.

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