Industry-Wide Mental Health Support for Advisers


Zurich Life & Investments and OnePath Life have launched an Holistic Adviser Wellbeing Toolkit, which the companies describe as an industry-first for Australia that provides mental health and wellbeing support for financial advisers.

The insurers say the launch is timed in recognition of Australia’s R U OK? Day and that its My Wellbeing Hub offers tools and resources that can be accessed by anyone at any time, although it has been designed for Zurich and OnePath Life customers, distribution partners and communities.

My Wellbeing Hub’s curated and regularly updated resources include:

  • Mental well-being: Ways to manage mental health, stress, and sleep
  • Nutrition and fitness: Tips for healthy living
  • Community: Health and wellness organisations
  • Tools and support: Links to financial adviser support resources
Maria Falas, Zurich and OnePath Life’s Head of Mental Health and Wellness.

A statement from the insurers add that the online toolkit was developed in collaboration with a cross-industry working group borne out of the Zurich Leaders Forums in late 2019.

The insurers say the group was established to help address rising levels of mental ill-health among financial advisers, provide greater guidance and better coordination of resources to help advisers take care of their wellbeing.

Feedback from the industry also show advisers want tools and support to provide industry-leading care, understanding and coaching for their clients and teams.

The working group included: Philip Kewin, CEO Association of Financial Advisers (AFA); Dante De Gori, CEO Financial Planners Association; Nettie Handley, Consultant at Bombora Advice; and Aaron Williams, CEO and co-founder of Mindstar; alongside Zurich Life & Investments’ Kristine Brooks, Chief Distribution Officer; Tim Atley, Head of Strategic Account Management; and Maria Falas, Zurich and OnePath Life’s Head of Mental Health and Wellness.