Beyond the Loan: The Financial Gaps Showing Up Before EOFY

A live FBAA-moderated interview unpacking the financial gaps showing up in clients right now across tax, super, cash flow and protection, and how brokers can identify the moments to step beyond the loan before EOFY decisions are locked in.

Description

A live FBAA-moderated interview unpacking the financial gaps showing up in clients right now across tax, super, cash flow and protection, and how brokers can identify the moments to step beyond the loan before EOFY decisions are locked in.

 

DATE: Wednesday 6 May 2026
TIME: 11:00AM – 12:00PM AEST
WHERE: Zoom
SPEAKERS:



Malissa Vourakis, Head of Practice Advice & Growth

Malissa Vourakis leads practice growth, partnerships and advice integration at Ryker Capital, helping brokers bridge the gap between lending and financial advice. She works with brokers to identify client financial gaps, strengthen relationships and uncover broader opportunities through practical, real-world conversations.


Ray Regmi, Founder & Executive Financial Adviser
Ray Regmi is the Founder of Ryker Capital and a senior financial adviser known for simplifying complex tax, super and wealth strategies. He helps brokers identify overlooked financial gaps, understand what they mean for clients, and know when to act with confidence while staying front of client.

 

Why should Brokers/Advisers attend the webinar?

As EOFY approaches, many clients are making financial decisions under pressure, often without fully understanding the broader gaps across tax, super, cash flow and protection. This webinar will help brokers recognise where those gaps are showing up and identify the moments to step beyond the loan with more strategic, client-focused conversations.

Attendees will gain practical insights into where last-minute EOFY decisions can create missed opportunities, how these gaps can open the door to stronger advice-led discussions, and how to raise these conversations while staying firmly front of client. The session is designed to help brokers engage earlier, add more value and support better client outcomes before EOFY decisions are locked in.

 

Who should attend the webinar?

Mortgage and finance brokers across both residential and commercial lending who work with clients at all stages, from first home buyers through to business owners and investors, and want to better identify the financial gaps, opportunities and risks showing up in their clients before EOFY.

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