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Finura Group

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 no need for you and your team to Google outdated strategies via the internet.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

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

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

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

30/07/2026

Six months ago, Danni Le Grande and Peter Worn made eight big predictions about where WealthTech was heading in 2026.

So, how are they tracking?

In the latest episode of The WealthTech Insider, they revisit all eight - no cherry-picking - to see what's played out as expected and which predictions might have missed the mark.

The conversation covers everything from AI governance and platform consolidation to digital advice, managed accounts, SaaS pricing and the rapid rise of AI-first technology.

Watch the full episode here 🎧 https://finuragroup.com/ep-69-2026-predictions-the-mid-year-report-card/?utm_source=Facebook&utm_campaign=August_2026&utm_medium=organic_social

29/07/2026

Technology projects will usually succeed or fail long before the system goes live.

As Danni explains, the difference can come down to empathy just as much as strategy - success often follows when people feel heard, supported, and confident enough to embrace change.

'I think empathy sits at the centre of how I work...I’m really driven by that desire to help and to simplify the hard bits where possible.'
- Danni Le Grande, Partner and Head of IFA Consulting, Finura Group

Get to know the people behind Finura 🔗 https://finuragroup.com/about/?utm_source=Facebook&utm_campaign=June_2026&utm_medium=organic_social

28/07/2026

What happens when you give AI agents too much freedom? Chaos - and a cautionary tale.

In a real experiment, journalist Evan Ratliff launched an unusual startup, setting up AI agents to act like co-workers, giving them access to internal messaging...and things quickly went pear-shaped.

The agents argued with each other, pushed back, and started questioning direction.

According to Peter Worn, this experiment serves as a cautionary tale against treating AI like a colleague. Instead, it can really benefit from clear permissions, narrow jobs, and a human checking the output before it touches clients.

'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.'
- Peter Worn, Joint Managing Director, Finura Group

The goal isn't to make AI feel human - but to make it reliable. And without the right controls in place, AI can create as many problems as it solves.

If you're exploring AI in your business, we can help you do the due diligence before you get started 👉 https://finuragroup.com/consulting/?utm_source=Facebook&utm_campaign=June_2026&utm_medium=organic_social

23/07/2026

The future of AI pricing is becoming one of the biggest questions facing businesses.

The recent revelation that Microsoft will be passing on token costs for its release of 'Cowork' has many CFOs asking the same question...

What will AI actually cost over the long term?

In our experience, it's good to start by understanding the tools you're using, reviewing your vendor agreements, and working with people who stay close to how the AI market is evolving.

If AI pricing is already a conversation in your organisation, tag the colleague you're navigating it with.

And take our free AI Health Check to see how your organisation stacks up 🔗 http://aihealthcheck.scoreapp.com/?utm_source=Facebook&utm_campaign=July_2026&utm_medium=organic_social

20/07/2026

AI is not traditional software - so treating it like it is creates risk.

In this Tangelo x Finura webinar, Peter Worn breaks down why AI outputs are probabilistic, not deterministic, and what that means for advice firms trying to implement AI responsibly.

'...(AI) is going to give you what it feels is the most likely correct response - not the right response.'

Watch the full webinar covering AI governance, risk, and smarter implementation 🎥 https://finuragroup.com/stop-chasing-rainbows-helping-you-make-smarter-decisions-around-ai/?utm_source=Facebook&utm_campaign=June_2026&utm_medium=organic_social

Address

Level 21, 357 Collins Street
Melbourne, VIC
3000

Opening Hours

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

Website

https://linktr.ee/finuragroup

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