Adviser News and Insights


  • Latest Insights

    August 15, 2019

    Introducing the 2019 adviser of the year finalists

    The AFA Adviser of the Year Award have come to stand for many things – vision – leadership – excellence. They have come to symbolise a pioneering spirit and the highest professional standards. Many advisers are continuously looking to improve both their business efficiency and their client engagement proposition this award plays a pivotal role in shining a spotlight on, and sharing, best practice insights.

    August 15, 2019

    Zurich is going paperless!

    We’re pleased to announce that moving forward we’ll be sending most of the documents related to your clients Zurich products using their nominated email address on our records, rather than by mail.

    June 27, 2019

    Recognising value in AREITs

    As can happen with any asset class, from time to time sentiment can lead to irrational prices within the AREIT* universe. And this seems to be happening today, with securities in the office and industrial sub-sectors flying high while retail and residential securities have languished. But perhaps some of the headwinds that have been testing the residential names in particular are now starting to dissipate.

    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.

    June 27, 2019

    Investing for slowing global growth

    With so much noise in the media around slowing global economic growth at the moment, it’s understandable if you’re asking yourself - ‘how and where do I find growth opportunities in global equities that will suit my clients’ portfolios?’

  • Life Insurance

    August 15, 2019

    “United” – a mantra we can all get behind

    We are excited to introduce you to the three finalists in the running for the prestigious 2019 AFA Adviser of the Year awards. It is a privilege to again part of the judging panel, being part of the rigorous process and meeting all of the inspiring finalist is something I truly enjoy experiencing firsthand. We look forward to announcing the winner in conjunction with the AFA at the 2019 National Adviser Conference in Adelaide on the 29th of August. The theme for this year’s conference is “United” a mantra the whole industry can rally behind. I hope to see many of you there!

    August 15, 2019

    Introducing the 2019 adviser of the year finalists

    The AFA Adviser of the Year Award have come to stand for many things – vision – leadership – excellence. They have come to symbolise a pioneering spirit and the highest professional standards. Many advisers are continuously looking to improve both their business efficiency and their client engagement proposition this award plays a pivotal role in shining a spotlight on, and sharing, best practice insights.

    August 15, 2019

    Zurich is going paperless!

    We’re pleased to announce that moving forward we’ll be sending most of the documents related to your clients Zurich products using their nominated email address on our records, rather than by mail.

    June 19, 2019

    Introducing Zurich LiveWell – Wellness Benefits Rewards Program

    At Zurich, we are focused on Australians living happier, healthier and more fulfilling lives, every day. This focus has led us to develop our health and wellbeing benefits reward platform, Zurich LiveWell.

    June 19, 2019

    It’s time to check - your client’s insurance in super policy may be at risk of cancellation.

    New legislation comes into effect from July 1 2019 which is designed to protect the balances of superannuation accounts for members where there has been no contribution or rollover for a period of 6 months or more, therefore deeming it ‘inactive’.

  • Investments

    June 27, 2019

    A moment with Matthew Drennan

    Welcome to the Zurich Investment Insightz newsletter for June 2019. It’s been a little over 12 months since I returned to Zurich Investments and I am pleased to be able to say we are tracking well against our growth strategy. I wanted to update you on some of the recent key achievements and upcoming product initiatives we are currently undertaking.

    June 27, 2019

    Recognising value in AREITs

    As can happen with any asset class, from time to time sentiment can lead to irrational prices within the AREIT* universe. And this seems to be happening today, with securities in the office and industrial sub-sectors flying high while retail and residential securities have languished. But perhaps some of the headwinds that have been testing the residential names in particular are now starting to dissipate.

    June 27, 2019

    Market Update

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

    June 27, 2019

    Investing for slowing global growth

    With so much noise in the media around slowing global economic growth at the moment, it’s understandable if you’re asking yourself - ‘how and where do I find growth opportunities in global equities that will suit my clients’ portfolios?’

    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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