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 with the Finura team for many years, with a shared commitment to improving the advice technology experience beyond where platforms have traditionally operated.
Peter Worn, Joint Managing Director of Finura Group, said “This investment will deliver real value for our customers who want well-backed, easy-to-use technology to improve their businesses.”
Finura Joint Managing Director, Aron Satchell commented: “We sought a collaborator as passionate about adviser productivity as we are. HUB24 is focused on investing in technology and delivering innovative products and solutions that help drive productivity and enhance the value of advice.
HUB24’s Director Strategic Development, Jason Entwistle commented: “HUB24 is committed to collaborating with leading advice technology providers to deliver more accessible advice. We’re delighted to be working with the team at Advice Designer to enhance adviser productivity by streamlining advice document creation, making the process simpler, more efficient and delivering better client experiences.”
Maintaining Finura’s Advisory Independence
As part of this investment, Finura has separated its advisory business into Finura Services Pty Ltd, which will remain 100% owned by Finura Group’s directors and staff.
Product Roadmap and Innovation
Following strong market adoption of Advice Designer since its launch in early 2025, Finura Digital will release Review Designer in early 2026. The new product is purpose-built for client reviews, the highest-volume activity financial advisers perform.
The company is also collaborating with HUB24’s Innovation Lab to deliver solutions that provide further efficiencies for advisers.
Since launch, advisers have produced more than 1,000 advice documents using Advice Designer, and the platform is now approved by several major AFSLs. It reduces typical SOA creation time to under two hours, with 43% completed in under 60 minutes.
“We’re seeing growing interest from larger national advice firms who recognise the productivity gains Advice Designer delivers,” Mr Worn said. “This investment positions us well to scale as demand grows.”
About Finura Digital
Finura Digital Pty Ltd operates Advice Designer, a cloud-based platform for Australian financial advisers to create advice documents and digital client presentations. The company was founded in 2022 and is headquartered in Melbourne. Advice Designer integrates with XPLAN and other practice management systems used by financial advice businesses.
About Finura Services
Finura Services Pty Ltd provides technology consulting to Australian financial services businesses, including private wealth firms, licensees, and superannuation funds. Finura Services is a wholly owned subsidiary of Finura Group.
About HUB24
HUB24 Limited is listed on the Australian Securities Exchange, and includes the award-winning HUB24 Platform, HUBconnect, Class, NowInfinity and myprosperity.
The HUB24 Platform offers advisers and their clients a comprehensive range of investment options, including market-leading managed portfolio solutions, and enhanced transaction and reporting functionality. As one of the fastest growing platforms in the market, the platform is recognised for providing choice and innovative product solutions that create value for advisers and their clients.
HUBconnect focuses on leveraging data and technology to provide solutions to common challenges for stockbrokers, licensees and advisers and enable the delivery of professional advice to more Australians.
Class is a pioneer in cloud-based wealth accounting software and is recognised as one of Australia’s most innovative technology companies. Class delivers SMSF administration, trust accounting, portfolio management, legal documentation and corporate compliance solutions to financial professionals across Australia who depend on Class to drive business automation, increase profitability and deliver better client service.
myprosperity is a leading provider of client portals for accountants and financial advisers, enabling streamlined service delivery, increased productivity and enhanced customer experience for finance professionals and their clients.
This release is not financial product advice. Past performance is not indicative of future performance and any forward-looking statements in this release are not representations or guarantees as to future performance.
This announcement was authorised for release to the market by the HUB24 Board. For further information, please visit www.HUB24.com.au
ENDS
Media Contact:
Peter Worn
Joint Managing Director
Finura Group
peter.worn@finuragroup.com
+61 431 658 377