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Transforming wealth management through technology.

Have you taken our technology health check yet? Find out where your business sits and what solutions you might need.

TECH HEALTH CHECK
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We are your specialist partner for WealthTech services.

Clients come to us for our specialist knowledge in wealth management, superannuation and financial advice. We bridge the gap between deep technology capability with real industry experience.

Clients come to us for our specialist knowledge in wealth management, superannuation and financial advice. We bridge the gap between deep technology capability with real industry experience.

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It's a partnership

We work with our clients over the long term. Finura's preferred engagement model is to act like an extension of your team.

We help you ask the right questions

We make sure the needs of the software vendor and their customers are aligned, to achieve successful outcomes.

Improve execution

We are an outcomes-focused consultancy that develops strategy and then quickly moves to execution.

Did you know we have a Tech Health Benchmark survey?

Answer a range of tech questions

Receive an overall score

Learn your 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.

What are you waiting for?

TAKE SURVEY NOW
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Use our advice strategy library to streamline your advice process

A comprehensive advice strategy library across 120+ strategies and 10 advice areas, plus 50+ strategy flyers you can provide clients.  Developed by technical experts, regularly updated and we create new strategy content frequently.

Learn more by clicking below.

LEARN MORE

Ready to find out how we can help?

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Level 21, 357 Collins Street
Melbourne Victoria 3000
Australia

hello@finuragroup.com

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