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 no need for you and your team to Google outdated strategies via the internet.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

05/10/2026

When technology starts creating more friction than it removes, the answer isn’t necessarily another tool.

UNICA Wealth engaged Finura to take a closer look at its technology environment, with four clear priorities - operational efficiency, client experience, management oversight and compliance.

The work started by understanding what was already in place, where there issues were showing up, and what was getting in the way.

From there, we could recommend practical solutions that matched the way UNICA actually operates.

At Finura, technology consulting doesn’t start with software. It starts with your business.

See how Finura approaches technology consulting 🔗 https://finuragroup.com/consulting/?utm_source=Facebook&utm_medium=Post&utm_campaign=Oct_2026

30/09/2026

AI doesn’t have to transform your entire advice process to make a real difference.

Sometimes, the best place to start is with the work your team is already doing every day.

Danni Le Grande has seen particularly strong results with AI-powered file notes. For some firms, a task that once took hours can be reduced to minutes.

'If you aren't using AI to do file notes, you're going to see a pretty positive quick win. We see this actually, and I can say this for 100% of our clients at the moment. File notes are a no-brainer.'
- Danni Le Grande, Partner - Head of IFA Consulting, Finura

Used well, small changes like this can take some of the legwork out of the advice process and help get advice to clients sooner.

Curious about where AI could make a practical difference in your firm? Take Finura's AI Health Check and see where you stand 🔗 https://finuragroup.com/surveys/?utm_source=Facebook&utm_campaign=September_2026&utm_medium=organic_social

Industry expertise without making things complicated? We’ll happily take that compliment.'They were easy to work with, r...
29/09/2026

Industry expertise without making things complicated? We’ll happily take that compliment.

'They were easy to work with, responsive, delivered on time, and had the required industry expertise.'
- Nathan Jacobsen, CEO, VBP

That’s the Finura difference we’re proud to deliver. Deep knowledge of the advice industry, paired with a practical, responsive approach that makes the process easier, not harder.

Find out more about how we work 👉 🔗 https://finuragroup.com/about/?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

27/09/2026

Code & Capital has hit its 100th edition!

To mark the milestone, Peter Worn - co-host of The WealthTech Insider and the writer behind Code & Capital - joined Danni Le Grande to look back at some of the ideas he’s returned to most and why they’re still so relevant across advice and technology.

They cover PowerPoint, the conference industry, Harvey AI and the risks of moving too quickly with AI.

They also explore what can happen when errors in AI-generated information slip through, or when automation removes the quality-control checks that might otherwise catch them.

There’s plenty to unpack.

Listen to the full episode here 🎧 https://finuragroup.com/ep-73-code-capital-turned-100-pete-still-hasnt-been-cancelled-miracles-do-happen/

24/09/2026

Picture this: you're in a meeting, and the person across the table is wearing an Apple Watch.

Are they just checking incoming notifications? Or is it actually recording - and transcribing - everything you say?

That's not hypothetical anymore. Apple's building on-device recording and transcription into the Watch and the new foldable iPhone, and Microsoft's Copilot can now record in-person meetings straight from your work laptop.

Danni Le Grande and Peter Worn dig into what that means for advice firms: who could be recorded, where those files end up, and how you govern it.

Most AI policies are out of date within a couple of months as it is, and many probably don't even mention personal devices yet.

Listen to the full episode here 🎧 https://finuragroup.com/ep-72-big-ai-news-your-apple-watch-is-always-listening-a-nightmare-of-ai-policies-at-work/

23/09/2026

An AI note taker might start with one simple job: transcribing a client meeting.

But what happens when new capabilities are added and the tool starts doing much more?

That’s where AI adoption can begin moving faster than governance.

Peter Worn explores this challenge for advice businesses, particularly as AI providers continue expanding what their tools can do. Without the right permissions and controls in place, firms may not realise how a tool is being used until much later, potentially during an audit.

The key is making proactive decisions about AI before the technology gets ahead of the processes around it.

Watch the full webinar to explore how advice businesses can make smarter choices around AI 🔗 https://finuragroup.com/stop-chasing-rainbows-helping-you-make-smarter-decisions-around-ai/?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

22/09/2026

Vanguard’s $4 billion acquisition of Altruist is a significant move in wealth tech.

But what could it mean for advice businesses?

In the latest episode of The WealthTech Insider, Danni Le Grande and Peter Worn unpack why Vanguard has moved back into the RIA space, what the Altruist acquisition could mean for advisers, and the broader implications for the market.

There’s plenty to unpack.

Tune in to the full episode 🎧 🔗 https://finuragroup.com/ep-71-big-news-in-the-wealth-tech-world-vanguard-is-acquiring-altruist-for-4-billion/?utm_source=Facebook&utm_campaign=September_2026&utm_medium=organic_social

16/09/2026

Before Finura was what it is today, it started with a failed buyout, a global pandemic, and two founders backing themselves even when times got tough.

Throwing it back to one of the most listened to podcast episodes from last year, Peter Worn and Aron Satchell unpacked the early moments that shaped the business - including one moment that changed everything.

Listen to the full story 🎧 https://finuragroup.com/founders-story-part-1-a-failed-buyout-two-wives-and-a-pandemic-how-we-built-finura/?utm_source=Facebook&utm_campaign=June_2026&utm_medium=organic_social

How much of your tech stack is genuinely making work easier - and how much is adding to the workload?As a business grows...
15/09/2026

How much of your tech stack is genuinely making work easier - and how much is adding to the workload?

As a business grows, small inefficiencies can quickly become everyday problems. Duplicated work, messy handoffs and reporting that takes too long to pull can all slow the team down.

The instinct can be to add another tool or another step. But if you haven’t identified the real issue first, that can simply add another layer of complexity.

Our Technology Health Scorecard helps you see what’s working, where things are fragile and what’s worth prioritising next, with practical actions you can take straight away.

✅ Take the Advice Tech Health Check 👉🏻 https://finuragroup.com/surveys/?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

10/09/2026

Great leaders don’t need to have every answer.

What they do need is clarity and steadiness, especially when they’re asking their team to move through change.

Danni Le Grande experienced this firsthand while working with one of our clients. The technology blueprint mattered, but the bigger outcome was helping the team align around a more sustainable and efficient way of working.

'Leadership isn't about having all the answers. It's about creating enough clarity and that steadiness there for your team so that people feel really safe to move and change the way that they're doing things.'
- Danni Le Grande, Partner - Head of IFA Consulting

Because meaningful transformation isn’t just about the technology. It’s also about giving people the confidence to move forward with it.

Learn more about how Finura helps organisations navigate meaningful, lasting change 🔗 https://finuragroup.com/consulting/?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

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Level 21, 357 Collins Street
Melbourne, VIC
3000

Opening Hours

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

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