Invia Wealth Partners

Secure Custody. Independent Advice. Intergenerational Wealth.

We are a specialist Australian wealth management firm, providing asset custody, strategic advice, and legacy planning for high-net-worth individuals, families, and institutions.

Operating in association with one of Australia's Big Four banking groups, we offer institutional strength with the personal focus of a dedicated partner.

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What We Do

A Secure Foundation for Your Wealth

Custodial Services

Secure Asset Holding, Settlement, Income Collection, and Reporting. Your Assets Held in Segregated Accounts with Rigorous Institutional Oversight.

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Wealth Advisory

Strategic Portfolio Construction and Independent Investment Selection. We Work Alongside Your Existing Advisers to Preserve and Grow Your Capital.

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Philanthropic Services

Expert Guidance on Strategic Giving, Foundation Establishment, and Creating a Lasting Legacy for Future Generations.

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The Invia Difference

Why Families Have Trusted Us Since 1983

In a Landscape Dominated by Global Conglomerates and Volume-driven Models, We Remain Deliberately Focused on Providing Bespoke Service to a Select Number of Clients.

Unconflicted Structure: We charge a transparent, fixed annual administrative fee—not a percentage of your assets.
Institutional Security: Bank-grade systems backed by our association with a major Australian banking group.
Continuity of Care: Deal with the same experienced professionals year after year, avoiding the rotating doors of large banks.
Bespoke Reporting: Consolidated, tax-ready reporting that provides absolute clarity on your financial position.

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"Invia Has Managed Our Family's Custodial Arrangements for Over 25 Years. We Value Their Independence, Their Transparent Fee Structure, and Simply Knowing Exactly Who We Are Talking to When We Call."

—brookes-williams Family, Victoria

"Their Bespoke Reporting Provides Absolute Clarity on Our Financial Position. the Level of Personal Attention and Continuity of Care at Invia Is Something We Haven't Found at Larger Institutional Banks."

St Francis of Assisi Philanthropic Trust, Sydney

"As a For-purpose Organization, We Require a Custodian That Understands Our Unique Needs and Value-based Investment Approach. Invia Has Been an Invaluable Partner in Our Journey."

— the Henrietta Foundation, Queensland