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 no need for you and your team to Google outdated strategies via the internet.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

Choosing new technology is only one part of a successful transformation.Your people, your processes, and how you manage ...
03/09/2026

Choosing new technology is only one part of a successful transformation.

Your people, your processes, and how you manage the whole rollout matter just as much.

That’s why our 8-step consulting framework looks at the full journey, from discovery and roadmapping through to partner selection, change management, implementation review and ongoing advisory.

Each step is designed to keep your business goals, your people and your technology aligned as the transformation moves forward.

Swipe through to see how the eight steps work together.

Learn more about our approach to technology transformation 🔗 https://finuragroup.com/consulting/?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

27/08/2026

For years, 'bigger' was seen as 'better'.

Bigger businesses. Bigger teams. Bigger institutions.

But technology is changing that.

Today, smaller organisations have access to tools, automation, and capabilities that were once only available to larger players. That means size alone is no longer a competitive advantage, and every provider now needs to demonstrate the value they deliver.

Watch the full webinar to hear Peter Worn's perspective 🔗 [LINK TO WEBSITE]

20/08/2026

AI doesn’t have to transform every part of your business to be useful.

Sometimes, the best place to start is with one clear job.

That’s the approach Matt Hale from Rising Tide Financial Services has taken, using different AI agents for specific tasks such as file notes, intro-call coaching, implementation and reviewing advice documents.

Rather than asking AI to reinvent the entire advice process, it’s being introduced into an existing methodology where it can support the team in practical ways.

In the latest episode of The WealthTech Insider, Matt and Danni Le Grande also explore the harder side of AI adoption, including change fatigue and getting the team on board.

Tune in to the full episode 🎧 🔗 https://finuragroup.com/ep-70-the-science-and-the-art-how-rising-tides-matt-hale-is-building-ai-into-advice?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

19/08/2026

What keeps advice firms stuck isn’t always obvious...but it’s often measurable.

On one of the most talked-about episodes of The WealthTech Insider last year, Peter Worn and Tony Stephens unpacked the metrics, habits, and decisions that leave firms broke, busy, or bored - and what actually moves the needle.

Watch the full episode 🔗 https://finuragroup.com/ep-39-what-keeps-advice-firms-broke-busy-or-bored-and-how-to-fix-it/?utm_source=Facebook&utm_campaign=July_2026&utm_medium=organic_social

17/08/2026

What does world-class look like in consulting?

For Simon Betchley, it comes down to something simple - doing what you said you would do.

That means having the difficult conversations when they're needed, delivering projects on time and on budget, and creating confidence that your clients are in safe hands.

At Finura, we believe the best outcomes are built on integrity, honesty, and a commitment to solving real problems - not just talking about them.

Meet the team behind the work 🔗 https://finuragroup.com/about/?utm_source=Facebook&utm_campaign=July_2026&utm_medium=organic_social

Most organisations have an opinion about how well they're adopting AI.Far fewer have measured it.Before investing in mor...
14/08/2026

Most organisations have an opinion about how well they're adopting AI.

Far fewer have measured it.

Before investing in more tools, it helps to understand where your organisation stands today. What's working well? Where are the risks? What should be prioritised next?

Our free AI Health Check provides a practical baseline, personalised score, and actionable next steps in around 5 minutes.

Take the survey and see how your business stacks up 🔗 https://finuragroup.com/surveys/?utm_source=Facebook&utm_campaign=July_2026&utm_medium=organic_social

Being aware of AI is one thing. Knowing where it actually fits in an advice business is another.In the latest episode of...
13/08/2026

Being aware of AI is one thing. Knowing where it actually fits in an advice business is another.

In the latest episode of The WealthTech Insider, Danni Le Grande speaks with Matt Hale, Managing Director of Rising Tide Financial Services, about how the practice has approached AI over several years.

Matt shares how Rising Tide moved from processes that largely lived in his head to a documented advice methodology, with AI now supporting specific parts of the workflow.

That includes file notes, intro-call coaching, implementation, and reviewing advice against the firm’s own philosophy.

Listen to the full episode for a practical look at how AI can be applied within an advice business 🎧 🔗 https://finuragroup.com/ep-70-the-science-and-the-art-how-rising-tides-matt-hale-is-building-ai-into-advice?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

11/08/2026

In one of our most listened-to podcast episodes of 2025, this conversation with Simon Betchley explores how high-performing advice firms truly understand their numbers, beyond basic fee consent requirements.

That is, revenue by client 👉 by adviser 👉 by product 👉 by referral source.

And, critically, spotting payment anomalies before they become problems.

Simon explains why many firms stop too early in their analysis, and how deeper visibility unlocks better decisions, stronger accountability, and sustainable growth.

If revenue still feels a little opaque, this episode offers a practical lens on where clarity really starts.

Tune in 🎧 https://finuragroup.com/from-chaos-to-clarity-inside-the-revenue-game-of-high-performing-advice-firms/?utm_source=Facebook&utm_campaign=July_2026&utm_medium=organic_social

The best digital advice experiences often aren't determined by the technology behind them, but by how easy they make it ...
10/08/2026

The best digital advice experiences often aren't determined by the technology behind them, but by how easy they make it for people to get things done.

From member engagement and data collection through to advice delivery and implementation, every step should be designed to reduce friction for both clients and staff.

When the journey works seamlessly, organisations can improve efficiency, deliver a better experience, and create a stronger foundation for growth.

That's where meaningful transformation happens.

Learn more about how Finura helps organisations design practical, scalable digital advice experiences 🔗 https://finuragroup.com/consulting/?utm_source=Facebook&utm_campaign=July_2026&utm_medium=organic_social

06/08/2026

AI might be getting smarter... but that doesn't mean every AI decision is a smart one.

In the latest episode of The WealthTech Insider, Danni Le Grande and Peter Worn revisit their 2026 WealthTech predictions and explore some of the bigger questions around AI.

Are costs about to become a bigger concern? Is an AI bubble coming? And can human judgement still beat the bots?

Listen to the full episode and hear how they're thinking about what's next for AI, advice technology, and what it all means for the industry 🎧 🔗 https://finuragroup.com/ep-69-2026-predictions-the-mid-year-report-card/?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

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Level 21, 357 Collins Street
Melbourne, VIC
3000

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