What lawyers need to know in FY25–26 for investments and financial wellbeing

Host Jerome Doraisamy welcomes back the directors and co-founders of Distinctive Finance, Christian Goodall and Mitchell Lobb, to discuss what they have recently observed and been discussing with clients across the board, the key takeaways from the market in the last financial year, lawyers’ readiness for looming rate cuts, and case studies of clients whose journeys inform the potential for lawyers to shore up their portfolios moving forward.

Goodall and Lobb also delve into the common pitfalls that practitioners face in ensuring financial wellbeing, getting one’s ducks in a row, how their experience in private banking informs their approach to legal professionals, what they’re paying attention to this coming financial year, what lawyers can and should be focused on, and how lawyers can think about the journey ahead.

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