Questions?
We have answers.
Can Finura assist me with my mortgage needs?
Yes, we can. While we focus on integrated financial planning, we work closely with experienced mortgage partners who can help you secure the right deal for your needs. We can also connect you with specialist conveyancers to guide you through any legalities, ensuring a smooth, coordinated property transaction from start to finish.
Does Finura have commercial relationships with external partners?
We recommend professionals based on their proven track record of delivering excellent outcomes for our clients. These trusted relationships have developed organically, built on integrity and results - not on commercial incentives. We always act in your best interest, and if there’s ever a financial arrangement in place, we’ll be upfront and transparent from the very start.
What holistic financial support can Finura coordinate for me?
We can support you through major events like moving home, arranging wills and Lasting Powers of Attorney, managing tax returns, handling currency exchange, or setting up family trusts. If it impacts your financial life, we’re here to guide, coordinate, and make it simpler.
Can Finura advise on both my personal and business financial needs?
Yes, we can. Whether you’re managing family wealth or navigating complex business decisions - like growth, restructuring, or planning an exit - we provide the strategic oversight to ensure all elements are working together seamlessly and supporting your wider goals.
What types of professional partners does Finura work with?
We have a trusted network of partners, including accountants, solicitors, mortgage brokers, will writers, conveyancers, currency specialists, corporate finance advisers, and more. If you already have advisers you trust, we’re happy to collaborate, ensuring everyone is aligned and working efficiently on your behalf.
What does it mean for Finura to act as my personal CFO?
It means we take full ownership of coordinating every aspect of your financial life - connecting professionals, aligning strategies, and anticipating your needs before they become urgent tasks. We proactively manage timelines, facilitate clear communication between all parties, and make sure nothing falls through the cracks. As your personal CFO, you’ll have a single, trusted point of contact who both understands the full picture and keeps everything on track, so you can focus on what matters most.
Does Finura receive commissions or payments from investment platforms or fund providers?
No. At Finura, we operate with complete transparency and impartiality. We do not receive any fees from investment platforms or funds. We are only remunerated for delivering quality financial planning and advice directly to you. This ensures our recommendations are solely focused on what’s best for you, free from any conflicts of interest.
Why don’t Finura charge fixed fees for wealth management?
Ongoing wealth management comes with greater responsibility. As the size and complexity of portfolios increase, so too does our regulatory burden, professional indemnity risk, compliance requirements, and operational oversight. A percentage-based retainer aligns our success with yours and supports a sustainable business model across changing markets and client needs.
What happens if I decide to leave Finura? Are there exit fees or restrictions?
We don’t charge exit fees, and there are no long-term contracts. Just let us know in writing, and we’ll turn off your fees immediately - no questions, no friction. We’re here to support you, not lock you in.
What value will I receive for the fees I pay to Finura?
We should reduce your tax liabilities as well as create pathway to maximise returns for the lowest risk. But we believe value is more than numbers. It’s peace of mind, clarity, better decisions, and fewer costly mistakes. Our role is to help you live your best life - today and tomorrow - with confidence in every financial decision.