Finance Specialist: It’s time for a new financial year reset

As we enter the financial year 2026, brokers should take the time to review past performance, reset, and prepare for the coming financial year.

In this episode of Finance Specialist, Trent Carter reflected on his own experiences, noting proper client expectations helped manage the workload.

The focus of early FY26 will depend on the individual’s circumstances. New brokers should focus on client acquisition, while established brokers may prioritise nurturing existing clients and referrals.