Welcome to The Latest.

News, info, articles and interviews on all the topics important to you. 

Why it matters to have a partner for life.

In business (as in life) things are a lot easier when you have the right partner. Because when you have the right partner, you’re supported to succeed together, whatever comes along. You may have seen us talking a bit about being a ‘partner for life’. But aside from...

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How efficiency drives efficacy in Underwriting.

Operational efficiency has always been the key focus for any professional services business, but where you also operate in a tough regulatory environment, it’s even more critical. However, not only do Risk Advisers face an increased cost of compliance (and seemingly...

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Ideas to attract new buyers to advice and insurance.

This is excerpt from “The Fight for Future Markets Report. Attracting Millennials to advice and insurance” In our report we suggest some ideas to help attract new business. For the full content and report you can download it here.   Broaden the relevance of life...

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Rethinking the experience of life insurance.

“What's right for customers”, “ethics”, “diversity and inclusion” and “leadership”. These are great values! They were the values that adorned the walls in Wells Fargo offices across the USA while they perpetrated one of the worst financial scams in the history of the...

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Our underwriters have got you covered.

One of the benefits of being a relatively small organisation is that we don’t need to apply sets of arbitrary rules to govern our approach to underwriting. Instead, we align to a set of values that are about finding simple solutions to complex cases, getting the most...

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COVID-19 and Underwriting: Additional Questions

Across Australia, drastic measures are being taken to control the spread of COVID-19. Numerous clusters have developed, particularly in VIC and NSW, and with a large spike in confirmed cases, community transmission is now a reality. Despite the additional risk, we...

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Post Pandemic Future: New Mindset for Advisers

The world has irreversibly changed, and we’re not done yet. However, if we look at broad consumer trends and understand how they can be applied to our industry we can better navigate the disruption and evolve - for the better. We looked at consumer reports from...

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Adviser Workbook: Future of Insurance in Australia

When we published our research paper on the future earlier this year, we had no idea how quickly everything would change as a result of COVID-19. But the truth is, the trends we predicted continue to influence our industry unabated. In many cases COVID-19 has, in...

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Why did we Build a Recharge Room and What is it?

The science is in, and it’s undeniable that the scenic quality of our daily environments has a direct correlation to our personal wellbeing*. So when we set out to build the kind of environment that would support our people in delivering their best, we looked far and...

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How do we talk about life insurance now?

One of the questions we’ve been asked by a lot of Advisers is, how do we talk about life insurance now? Has it changed as a result of COVID-19? Well, yes. Significantly. The role of Life Insurance hasn’t changed but many people are finding it much easier to imagine a...

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Emerging Trends: The Adviser of the Future

Two common models in business, which can be seen across the Financial Advice market are the volume-based business and the value-based business. The volume business focuses on getting lots of clients through the door who have fairly simple requirements, it’s a...

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