The Financial Gaps That Show Up – And What Brokers Should Look for

End of financial year isn’t just about tax time — it’s about identifying the financial gaps that quietly cost people money, opportunities, and long-term progress. In this episode of The Wealth Guide Podcast, the team is joined by Gabrielle Micah from Finance Co and Charlie Unan, State Manager NSW of the FBAA, to unpack the conversations brokers, advisers, and business owners should be having well before June 30 arrives. From cash flow, tax planning, and diversification to financial literacy, referral partnerships, and identifying missed opportunities, this episode explores why waiting until the last minute often creates unnecessary pressure and poor financial outcomes. The conversation dives into why end of financial year should be treated as a checkpoint instead of a starting point, how brokers can create stronger client relationships by looking beyond the transaction, and why collaboration between accountants, brokers, advisers, and specialists creates better long-term results. Whether you’re a business owner, investor, broker, or simply trying to improve your financial position, this episode highlights the importance of asking better questions, planning earlier, and building the right support network around you.