Intergenerational Advice Part 1: the opportunity worth chasing

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Like most developed countries, Australia is facing the challenge of an ageing population. It is estimated that by 2020 there will be more 65 year olds than one year olds in Australia, leading to a complete inversion of the “population pyramid”[1]. This will pose a number of economic problems as the pool of active, productive […]

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Household debt reaches the highest highs: are your clients covered?

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The decision by the Reserve Bank to leave the cash rate on hold for the eleventh month in a row has surprised few. Even more unsurprising may be the news that Australians’ level of household debt has reached historical highs, at 190% of disposable income. These two events are not unrelated. Everyone from the RBA […]

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Zurich Fund wins in AREIT category at the 2017 Professional Planner Zenith Fund Awards

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Zurich Financial Services Australia (Zurich) is proud to announce the Zurich Investments Australian Property Securities Fund (“The Fund”) was awarded ‘Winner’ in the ‘AREIT’ category for 2017 at the Professional Planner Zenith Fund Awards on Friday. Managed by Zurich’s strategic investment partner, Renaissance Property Securities Pty Ltd (Renaissance), the award was in recognition of its […]

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Intergenerational Advice Part 2: building your tribe

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In the first part in this Intergenerational Advice series, we looked at the threat of not having an intergenerational advice strategy – not just for advisers but also for clients, and the resulting risk of familial breakdown, lost assets and a dissipating client base. The fundamental lesson lay in tapping into the Gen X and […]

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Zurich voted Australia’s best value life insurance

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Zurich Financial Services Australia (Zurich) has been awarded Canstar’s highest honour – the 5 star Outstanding Value award – in recognition of the quality and value offered across its retail life insurance range. Zurich has now received this accolade twice in the last three years. In addition to the top award, Zurich also picked up […]

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Zurich adviser ‘think tank’ says financial coaching is the way of the future

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Financial advisers have an opportunity to elevate their services into that of ‘financial coach,’ making themselves as relevant to their clients as other lifestyle professionals, according to a new whitepaper by Zurich Life & Investments. BusinessFIT: Navigating toward the advice practice of tomorrow, launched yesterday, is based on findings of a workshop which included some […]

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What does the future of Trauma insurance look like?

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“Change is the only constant”, or so the saying goes, and the life insurance industry is no exception. Just as the typical client of today is changing, becoming more “diverse, demanding and connected”[1], so does the approach that we take to the range and flexibility of cover we provide. The world is already moving towards […]

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Rules of engagement – Learnings from Adviser and Practice of the Year

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How do you eat an elephant? We all know the saying, but you may be surprised to find out just how many advisers fail to apply this lesson to their own business. The answer is, of course, one bite at a time. This is consistently one of the most valuable lessons that the winners of […]

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Zurich Investments’ Australian Property Securities Fund receives ratings ‘trifecta’ from research houses

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Zurich Investments Australian Property Securities Fund (the Fund) has maintained its “Highly Recommended” rating from research houses Lonsec and Zenith in their 2017 reviews. This follows the Fund also being named this year’s ‘Morningstar Fund Manager of the Year: Property & Infrastructure Category’ in March, and rounds out the recognition from Australia’s leading research houses […]

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All over red rover?

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The sheer volume of funds flowing into passively managed investments suggests the active versus passive debate has been decided. Earlier this year, the Financial Times reported that “While outflows from actively managed funds have hit a cumulative $1.2 trillion since 2007, overall inflows into index trackers and ETF’s have topped $1.4 trillion over that period.”[i] […]

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