Five steps to client engagement in times of crisis – part two

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Uncertain times generally mean anxious clients. The double whammy of a health and financial crisis means the need for you to connect with clients is more important than ever, but

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18 May 2020

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

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Introduction It’s hard to pick up any news publication today and not find some discussion on the topic of mental health. This ubiquity isn’t a recent phenomenon; the increasingly poor

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13 May 2020

Five steps to client engagement in times of crisis – part one

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The word unprecedented has been used with increasing regularity in 2020. We started the year in the middle of an unprecedented bushfire season that continued in its ferocity. The COVID-19

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11 May 2020

Health and wellness in advice – powering better financial and lifestyle outcomes for your clients

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Introduction The topic of ‘wellness’ (or ‘wellbeing’) is one of increasing relevance to employers, product manufacturers, and – crucially – financial advisers. On one level this is because advisers should

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07 May 2020

Protection in times of disruption – reframing the context for life insurance advice

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Introduction In Australia – and around the world – life insurance is a vital part of the ecosystem that helps protect the financial, emotional and physical wellbeing of individuals. That

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14 Apr 2020

Risky business – Australia’s underinsurance problem

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Although it’s well documented that many Australians are not insured, particularly when it comes to covering life and traumatic events, the 2019-2020 summer has brutally highlighted the underinsurance problem –

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17 Mar 2020

The changing nature of work in Australia, implications for advisers and the broader protection ecosystem

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Introduction As professional service providers, it is vital (and legally required!) for financial advisers to understand each of their clients at a highly detailed micro level. This detailed understanding –

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04 Mar 2020

Chaos theory – how APRA’s Disability Income Proposals and the Best Interests Duty are connected

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Introduction “Does the flap of a butterfly’s wings in Brazil set off a tornado in Texas?” This was the question posed by Edward Lorenz[1], an American meteorologist and a pioneer

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20 Feb 2020

Walk a mile in your client’s shoes

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Australian insurance literacy is low by world standards. Australians who receive financial advice are more likely to have better literacy levels and a better understanding of their own position. In

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25 Nov 2019

Insurance and business succession planning

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A Business Succession Plan is a strategy for the smooth and orderly handover of a business from one owner/manager to another in particular circumstances, such as the planned or unplanned

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22 Jul 2019