EP 60: The Big Lift: Unpacking Australia’s Financial Literacy Crisis
Most Australians have critically low financial literacy, yet the advice industry is sitting on a golden opportunity to change that – and unlock billions in advice demand.
EP 59: Why Is No One Naming Their AI Trevor? Trust, Gender and the Humanisation of Software
In this episode of The WealthTech Insider, Danni Le Grande and Peter Worn unpack a deceptively simple question that opens a much bigger conversation: why do so many AI tools have human – and overwhelmingly female – names?
EP 58: The 2026 WealthTech Predictions Podcast
In this special episode of The WealthTech Insider, Danni Le Grande and Peter Worn unpack Finura’s official 2026 WealthTech Predictions and discuss what these trends actually mean for Advice businesses on the ground.
EP 57: What Tech Change Actually Looks Like in a Financial Advice Firm
In this episode of The WealthTech Insider, Danni Le Grande speaks with Simon Backman, CEO of Wahlstrom Financial Services, about the reality behind modernising Advice delivery — from early resistance and change fatigue to measurable time savings and a better client experience.
EP 56: Innovation with a Seatbelt: How Corey Wastle is driving Verse Wealth to use technology in building the ultimate client experience.
In this episode of WealthTech Insider, Peter Worn sits down with Corey Wastle, founder of Verse Wealth, one of Australia’s most quietly radical advice firms. Corey didn’t come up through the usual financial-planning ranks. He came from marketing, brand and customer experience — and he used that lens to design Verse from a blank page.
EP 55: Back for 2026: A Quick Catch-Up Before We Get Started
A short, informal welcome back to 2026.
Danni and Pete catch up after the break and run through what’s coming up on The WealthTech Insider this year.
EP 54: The 2025 Wrap: Why We’re Choosing “Boring” AI & The Reality of Tech Monogamy
In this final episode for 2025, Danni and Pete cut through the noise to review the trends that actually mattered. We look back at our 2025 Predictions with a critical eye—discussing why the AI hype has cooled into “AI fatigue” and why the industry is finally embracing Platform Monogamy.
EP 53: The Harvey Effect: Hype, Valuations and What Advice Firms Should Really Do Next
Harvey AI has gone from newborn startup to an $8 billion juggernaut in just 31 months. But behind the headlines sit harder questions: opaque pricing, patchy adoption, defensive founders, and a conservative profession wrestling with risk.
Danni and Pete cut through the noise to explore what this means for financial advice firms — from realistic ROI to cautious experimentation and the increasing need for human oversight. Less hype, more sense-checking, and a reminder that AI is useful… but it’s not magic.
EP 52: Finura’s Next Chapter: Building an enduring software and services company
In this special announcement episode, Danni and Pete sit down to talk about the next stage of Finura’s growth plans. Finura is formally separating its consulting and software arms into two businesses – Finura Services and Finura Digital – each with its own purpose, priorities and rhythm. They walk through why the change matters, how […]
Finura Digital Secures Strategic Investment from HUB24
MEDIA RELEASE DATE: 19th November 2025 Finura Digital, the company behind Advice Designer, today announced that HUB24 Limited (ASX: HUB) has taken an equity stake in the business. The investment will accelerate the development of Advice Designer, a SaaS platform that helps Australian financial advisers automate their advice production processes. Strategic Alignment HUB24 has worked […]