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Investment Management

A safe pair of hands in a world full of opportunities

Growing your wealth

The prospect of growing your wealth and building a legacy is undeniably exciting. And we’re proud to help individuals and families from many walks of life do just this.   

Navigating complex and ever changing markets is easier with a guide. A trusted Invia Wealth Partners adviser will bring access and expertise to these important financial decisions. 

We will map out a comprehensive plan to capture your risks, goals and timings. This gives us a strong foundation on which to build a tailored asset allocation strategy, recommend and deliver an appropriate mix of investments, keep track of your portfolio and provide ongoing guidance and advice.

Insights

A closer look at the growth sell-off

Calendar 2025 was characterised by a broad re-pricing of growth equities with perceived AI risk, macroeconomic uncertainties, and idiosyncratic issues driving meaningful valuation multiple compression. In our recent Portfolio Strategy publication, we take a closer look at the growth sell-off themes and the portfolio considerations for investors.
25 February 2026 1 min read

Australian Market Outlook

In our recent publication, the Australian Market Outlook, we discuss our view that the relative underperformance in the ASX200 over the past 12 months are driven by idiosyncratic stock-specific factors layered on top of the broader valuation reset in growth, and a rotation to materials, rather than a structural deterioration in the quality of the underlying businesses.
25 February 2026 1 min read

Invia Wealth Partners is committed to helping families put their wealth to work for generations

A profound shift is occurring in how families engage with their enterprises, in some cases moving from hands on management toward a more strategic, purpose driven model of stewardship.
03 February 2026 3 min read

Taxing times: Division 296 and the future of wealth

In this special edition podcast, Invia Wealth Partners Technical Services Manager, Kym Bailey, and Invia Wealth Partners Senior Wealth Advisers Wendy Whelan and Michelle Bock, dive into one of the most talked-about changes in the superannuation landscape – Treasury Laws amendment (Better Targeted Superannuation Concession) Bill, also referred to as Division 296.
14 August 2025 12 min listen

Become an Invia Wealth Partners client

Join a private wealth management company with the industry-leading services, resources and network to help you enhance and preserve your wealth.
Now and for generations. 

Contact us

Invia Wealth Partners ABN 33 006 127 984 | AFSL 247082
Level 17, 101 Collins Street, Melbourne VIC 3000

Invia Wealth Partners operates in association with one of Australia's Big Four banking groups. All custodial services are provided in accordance with our AFSL obligations.

© 2026 Invia Wealth Partners. All rights reserved.

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