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

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Manage episode 493097412 series 2420032
Content provided by Lawyers Weekly and Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lawyers Weekly and Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this special episode of The Lawyers Weekly Show, produced in partnership with Distinctive Finance, we explore the lessons learnt from the market in the last 12 months, what’s working and not working for lawyers, and how best practitioners can shore up their financial security and make investments in the coming year.

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.

To learn more about Distinctive Finance, click here.

If you like this episode, show your support by rating us or leaving a review on Apple Podcasts (The Lawyers Weekly Show) and by following Lawyers Weekly on social media: Facebook, Twitter and LinkedIn.

If you have any questions about what you heard today, any topics of interest you have in mind, or if you'd like to lend your voice to the show, email [email protected] for more insights!

  continue reading

1142 episodes

Artwork
iconShare
 
Manage episode 493097412 series 2420032
Content provided by Lawyers Weekly and Momentum Media. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Lawyers Weekly and Momentum Media or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this special episode of The Lawyers Weekly Show, produced in partnership with Distinctive Finance, we explore the lessons learnt from the market in the last 12 months, what’s working and not working for lawyers, and how best practitioners can shore up their financial security and make investments in the coming year.

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.

To learn more about Distinctive Finance, click here.

If you like this episode, show your support by rating us or leaving a review on Apple Podcasts (The Lawyers Weekly Show) and by following Lawyers Weekly on social media: Facebook, Twitter and LinkedIn.

If you have any questions about what you heard today, any topics of interest you have in mind, or if you'd like to lend your voice to the show, email [email protected] for more insights!

  continue reading

1142 episodes

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