Welcome to the latest edition of Adviser News

The advice profession is experiencing positive momentum, driven by a focus on protection and financial security. We’re seeing more advisers successfully reintroduce risk advice into their client conversations, helping Australians safeguard their families and futures in an ever-changing world. At Zurich, we are privileged to witness the real difference you make for your clients every day.

Our commitment is to support you with practical tools, actionable insights, and innovative solutions that help you deliver outstanding advice, strengthen your client relationships, and grow your business with confidence.

If you haven’t spoken to your BDM yet about our Continuous Care option for TPD, or our Flatter Pricing option please reach out, both are designed to give more choice and flexibility, and could enhance your risk philosophy.

Changes in our state-based leadership teams

As we continue to evolve and strengthen our support for advisers, I’d like to acknowledge recent changes in our state-based leadership teams.

Exciting new state lead appointments:

• Seb Nazar has been appointed State Lead, SA
• David Carter has been appointed State Lead, QLD

We will also be farewelling both Vilma Attanasio (WA & SA) and Reece Foster (Qld). We sincerely thank them for their outstanding service and valuable contributions they have made to the business and advice community. Both have played a significant role in building strong relationships and delivering exceptional service. We are deeply grateful for their commitment, leadership, and the positive impact they have had.

As well as your dedicated BDM’s, our state and regional leaders will ensure you continue to receive the same high standard of support and partnership you expect from Zurich.

Zurich Growth Lab: Insights and inspiration On-Demand – 2.25 CPD Points

Last week, we proudly hosted our annual flagship adviser event “Zurich Growth Lab,” which was streamed live to over 750 advisers across Australia, a record turnout demonstrating the appetite for practical, future-focused support.

Key sessions included:

• Justin Delaney (CEO, Zurich): Shared Zurich’s vision for supporting advisers and embracing innovation in risk advice.
• Matt Jones (Co-Founder, Four Pillars Gin): Delivered a keynote on building a purpose-driven business and fostering sustainable growth.
• Adviser panel discussions: Explored digital transformation, efficiency, and how advisers are successfully adapting AI towards new and existing client needs.

If you missed the live event, the full recording is now available via _ZONE Education here. 

We hope this edition provides you with valuable insights, practical tools, and a little inspiration, and together, we can continue to build a brighter future - for your clients, your business, and our industry.

Thank you for your ongoing trust and collaboration.

Cheers,  

Kieran