Zurich’s AREITs Fund upgraded to Gold with Morningstar

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Following their most recent fund review, Morningstar have upgraded the Zurich Investments Australian Property Securities Fund (Fund) to a Gold Morningstar Analyst Rating™ as of 21 May 2018. Having also

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Five steps to create a niche market

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Five steps to create a niche market No business can be all things to all people, especially when that business is a small business. In this article, Zurich explores the

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The unexpected outcomes of getting customer experience right

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First impressions that drive lifetime outcomes The customer experience you provide to your clients delves much deeper than the standard customer service standards. As described by customer experience firm Qualtrics,

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Zurich rolls out lifestyle program to new customers

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Zurich has commenced rolling out its new mobile app-based lifestyle program, ‘Loving Life’ to all new retail life insurance policyholders. The exclusive program gives members access to more than 4,500

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Zurich strengthens team with new Risk Strategy Specialist

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Zurich Financial Services Australia (Zurich) is pleased to announce the appointment of Adam Crabbe as Risk Strategy Specialist within its Life and Investments business. Mr. Crabbe brings more than 25

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OnePath product range and brand to remain core to Zurich strategy

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Zurich has confirmed it will keep both the Zurich and OnePath brands and propositions active in the market after its planned acquisition of the OnePath Life business later this year.

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Ethics and mental health in financial planning

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It’s a disturbing statistic. Each year, one in five Australians suffer from a mental illness; it is the third leading cause of disability burden in Australia[1]. Ethical practice underpins the

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Zurich Investments welcomes Sigma as its new Small Companies Fund manager

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Zurich Investments has announced the appointment of Sigma Funds Management (Sigma) as the strategic investment partner to manage the Zurich Investments Small Companies Fund. Focused purely on Australian small companies

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Zurich appoints Head of Savings and Investments

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Zurich Financial Services Australia (Zurich) is pleased to announce the appointment of Matthew Drennan to the newly created executive role of Head of Savings and Investments within its Life and

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Trauma and your practice

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Unfortunately, a large number of Australian’s experience traumatic personal injury or illness every day. Many receive lump sum insurance or compensation payments, but are not always able to access financial

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