Featuring a new Finura Client: Verse Wealth
What happens when you throw out the traditional financial advice playbook – but keep the discipline, compliance and rigour that actually protects clients?
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.
- Together they unpack how Verse was built differently from day one:
How technology isn’t used to automate advice – but to deepen human connection
Why organic growth beats aggressive scaling in a trust-based business
And how Verse created a new role – the Client Experience Manager (CXM) – to bridge the gap between compliance, advisers and clients
This isn’t a story about disruption for disruption’s sake.
It’s about what modern financial advice looks like when it’s designed properly – from culture and technology to client experience and long-term trust.
If you’re building, running or investing in an advice business, this episode is a glimpse into what the next generation of firms will look like.