About
Making financial advice human again
We're eliminating the admin that stands between financial advisers and their clients.
Our mission
At Claras, we believe financial advisers do their best work when they can focus on what matters - guiding their clients through life's important decisions. But today's advisers are caught in a web of administrative tasks that pull them away from these crucial conversations.
What started as a solution for file notes has evolved into something more ambitious: transforming how advisers work. We don't think of Claras as just another 'tool', but as a better 'way' to deliver advice - one that puts human connection back at the centre. Today, advisers across Australia use Claras to help their clients achieve better outcomes.
The Numbers
- File Notes Created
- 18.0K
- Minutes Saved
- 0.7M
- Practices Onboard
- 300+
- Clients Guided
- 8.5K
Meet the team
Claras began while building a workflow platform for one of Australia's largest licensees. We discovered financial advisers were spending hours writing file notes, with some turning to ChatGPT despite privacy and standardisation concerns. Having built AI products for healthcare and finance, we saw an opportunity to apply our expertise to solve this specific challenge.
Connor leads product development at Claras, focusing on building systems that are fast, reliable, and easy to use. With experience developing AI tools in regulated industries, he works across engineering, design, and security to turn complex workflows into simple software.
Stuart leads business development at Claras, focusing on building partnerships that are strategic, scalable, and customer-centric. With a background in digital strategy and solution consulting, he works across sales, growth, and operations to bring Claras to the advisers who need it most.
Advisory board
We've assembled industry pioneers who challenge the status quo, providing strategic guidance, insights and critical feedback to keep us focused on what matters most to advice practices. These hands-on collaborators are passionate about transforming how advisers work, not boardroom formalities.
Adele, founder of My Money Buddy and the Savings Squad Podcast, is an award-winning financial adviser recognised as Australia's leading authority for Gen X & Y. Featured in The Australian Financial Review, The Project, and other major media, she now coaches financial professionals globally to scale modern advice businesses, having trained 200,000 Japanese Financial Advisers last year alone.
Martin, a Certified Financial Planner and Chartered Accountant with a Master's in financial planning, founded Financial Edge Group on NSW's Central Coast. With over 20 years' experience as a recognised specialist Retirement Adviser, he won both the IFA's practice principal of the year and the 2023 FAAA CFP Professional of the Year awards.
Patrick, founder of Simply Advice Websites and director of Simply Kaizen, is an expert in process improvement, technology adoption and change management for financial advice businesses. Since 2005, he has worked within advice practices and licensees, and now supports firms nationwide through his consulting work. He shares his insights as onstage speaker, regular podcast guest and has been recognised with inclusion in Financial Standard’s FS Power50 list of the most influential in the sector.
