Finura Group

Finura Group WealthTech strategy and ex*****on company. Wealth management | Superannuation | Financial advice.

We're an independent WealthTech strategy and ex*****on company with specialist knowledge in wealth management, superannuation and financial advice. Founded in 2021, Finura works with over 40 companies across Australia and the UK. With the fast-moving pace of technology development and a talent shortage, we have a unique skill set that combines technical expertise with hands-on experience in financ

ial services. We combine an objective data-driven approach with the empathy required to drive sustainable change. With ongoing relationships with all our clients, we are accountable for delivering on the strategy we develop. This allows us to work with our clients to support their internal teams in making and implementing technology changes.

✍🏻 A great place to start is with our tech health survey 👉🏻 https://finuragroup.com/tech-health-check/

We ask you a range of tech questions, and you'll receive an overall score that provides you with guidance around your business tech strengths and weaknesses. With over 100 practices having completed the survey now, you'll get some clear answers to walk away and begin making a greater impact straight away.

📚 Did you know we also have an advice strategy library? Our Advice Library product is designed to support you in streamlining your advice process - ie. no need for you and your team to Google outdated strategies via the internet. We have a comprehensive advice strategy library:

📍 120+ strategies over 10 advice areas
📍 50+ strategy flyers for your clients
📍 Developed by technical experts, audited and updated
📍 New strategy content frequently added

Learn more here 👉🏻 https://finuragroup.com/advice-library/

Our motto is 'Great people make a great company'. With a wealth of technology experience across all the major technology platforms and independent equity ownership, you're in good hands. Reach out for a discussion to learn more about how we can help 🔗 https://finuragroup.com/contact

Is your practice keeping up with AI governance or just keeping up with AI? 🤔In this week's episode of The WealthTech Ins...
04/06/2026

Is your practice keeping up with AI governance or just keeping up with AI? 🤔

In this week's episode of The WealthTech Insider, Peter Worn and Danni Le Grande dig into APRA's recent letter about AI and what it means for the advice industry, even though AFSLs weren't directly addressed.

Spoiler: it's only a matter of time.

They get into some eye-opening data from Finura's Tech Health Check - 57% of licensee-aligned practices aren't running due diligence on their tech providers, and nearly half can't account for every app in their own stack.

If you're adopting AI tools in your practice (and who isn't right now?), this one's worth a listen.

🎧 You can listen to the full episode at 🔗 https://finuragroup.com/ep-66-from-apra-to-asic-the-regulatory-clock-on-ai-just-started/?utm_source=Facebook&utm_campaign=June_2026&utm_medium=organic_social

It's easy for advice firms to fall into the trap of working around their systems - instead of having systems that work f...
01/06/2026

It's easy for advice firms to fall into the trap of working around their systems - instead of having systems that work for them.

At Finura, we focus on procuring the perfect software for your firm.

That means selecting the right CRM providers and integrations that scale to your business and your unique needs.

If your CRM feels more like a constraint than an enabler, it might be time to rethink if it's the right fit for you.

Explore how we can help 🔗 https://bit.ly/42Pcbpn

28/05/2026

What happens when Australia makes it harder for software founders to build and scale locally?

In this episode of The WealthTech Insider, Peter Worn and Danni Le Grande unpack the proposed capital gains tax changes, why advice tech founders are uniquely exposed, and what it could mean for the future of locally built software. Listen to the full episode here 🎧 🔗 https://bit.ly/4uubca9

AI agents can sound like the next wave of 'digital colleagues', but that framing often causes the real problems.Accordin...
25/05/2026

AI agents can sound like the next wave of 'digital colleagues', but that framing often causes the real problems.

According to Peter Worn, Joint Managing Director, Finura Group...
'A lot of the training of AI agents is as much about telling them what not to do as what to do, which is probably a little different to how you would treat a human employee.'

If you're thinking about implementing AI into your business, we can help 👉 https://bit.ly/3QHDzCP

What does it actually cost to build software in Australia right now...and is it still worth it?In this episode of The We...
25/05/2026

What does it actually cost to build software in Australia right now...and is it still worth it?

In this episode of The WealthTech Insider, Peter Worn and Danni Le Grande unpack what the proposed capital gains tax changes could mean for Australian software founders, with CGT effectively doubling to 33-47% and a $5M exit potentially shifting from a $1.18M tax bill to $2.35M.

They also take a look at what happens to Australia’s innovation economy when incentives weaken - particularly for the niche advice tech sector serving 15,000 advisers, and how global competition from Singapore, the UAE, and larger US markets changes the equation for where founders choose to build.

Tune in for a grounded conversation on incentives, innovation, and the future of advice technology 🎧 🔗 https://bit.ly/4uubca9

21/05/2026

Technology change sounds simple on paper.

In reality, it’s anything but.

At Finura, we know that getting change right isn’t just about what you implement, but how you bring people with you - different mindsets, different levels of readiness, and knowing how to bring everyone along in a way that actually sticks.

Get to know our team and approach to digital transformation 🔗 https://bit.ly/4w0kaNF

We've reviewed the results from our Technology Health Scorecard, and the data tells a pretty clear story.Most advice fir...
18/05/2026

We've reviewed the results from our Technology Health Scorecard, and the data tells a pretty clear story.

Most advice firms aren't short on effort. They're short on a clean workflow.

👉🏻 32% of firms say SOA Production is the Number 1 Bottleneck
👉🏻 84% are unhappy with their advice documents

If you're ready to reduce workarounds, remove rework, and improve the client experience, contact us to arrange a technology health review.

Or get started today through our Technology Health Survey 🔗 https://bit.ly/42ITcwk

https://bit.ly/42ITcwk

If you've been in the industry as long as we have, you'll know that advice delivery hasn't changed in 20 years.It's stil...
12/05/2026

If you've been in the industry as long as we have, you'll know that advice delivery hasn't changed in 20 years.

It's still heavy, document-driven, and often harder than it needs to be - for both advisers and clients.

At Finura, we're changing how advice is delivered by rethinking workflows, simplifying documentation, and embedding technology that works for advisers, not against them.

This leads to faster turnarounds, consistent client experiences, and less operational drag.

Because sometimes, less really is more.

Explore how we're transforming advice delivery 🔗 https://bit.ly/3QHDzCP

07/05/2026

Why are subscriptions so easy to sign up for…but so hard to leave?

Danni and Pete unpack the business model behind many software companies, and why cancellation experiences say more about a company than onboarding ever will.

For advice firms, there’s a clear takeaway. Your clients are judging you on the same things.

Listen to Danni and Pete's full insights - and top tips - on being a 'good breaker-upper' 🔗 https://bit.ly/4tGbQ3S

Address

Level 21, 357 Collins Street
Melbourne, VIC
3000

Opening Hours

Monday 9am - 5pm
Wednesday 9am - 5pm

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