Running a Virtual Financial Planning Business

June 01, 2020

Supporting you, your customers and the community

While restrictions start to ease, the economic impacts are being felt in a myriad of ways in homes all across the country. Now more than ever, Australians need support, advice and protection. Together, we're finding new ways to navigate economic impacts and to help customers. We are proud of the new initiatives we have delivered this month to help support you, your customers and the community.

June 01, 2020

Looking Beyond the Uncertainty

Comfortingly, equity markets have been grinding higher over the last month and bond markets are stabilising after concerted efforts to increase liquidity via “buyer of last resort” facilities provided by many central banks has seen spreads decrease.

June 01, 2020

CPD: Mental health and financial services – delivering better advice, service and care

In Australia – despite being considered one the happiest countries in the world[1] – the growing incidence of mental illness has been the topic of a Royal Commission and has become one of the biggest challenges our sector has ever encountered

June 01, 2020

Zurich Australia and OnePath Life support 20 charities with COVID-19 response funding

$1.4 million donation from the Z Zurich Foundation to help local community programs respond to increased demand

June 01, 2020

Watch this space

Across various asset classes, AREITs* have been amongst the most visibly affected by the coronavirus lockdown. Government-imposed ‘stay at home’ measures had an immediate and dramatic impact on mobility, affecting foot traffic to malls in particular. The AREITs index was marked down sharply in March and has been slow to recover as investors digest the impending impact on income. But is the extent of the fall really warranted given the longer-term prospects?

June 01, 2020

XY Podcast: Mental Health Series in partnership with Zurich & OnePath

Traditionally the role of the adviser has been limited to ensuring your client is properly insured, with the right money at the right time paid in the event of a claim. But an increase in focus on mental health has offered new opportunities for advisers to play a bigger role in their clients' lives.

June 01, 2020

Foods that help you to prevent energy slumps

Energy slumps affect all of us and don’t worry, it’s very normal to experience different energy levels throughout the day. It’s not just about the food that you eat, there are other factors involved. Hydration and sleep also play a big part when it comes to your energy levels. If you have a good diet and sleep well and stay hydrated then there may be another cause for lack of energy, which it’s best to see your healthcare professional about.