Resources

Our Investment Strategy Group (ISG) is a team of highly experienced investment strategists and analysts. They’re the driving-force behind our investment recommendations and asset allocation strategies. The ISG undertakes in-house research across a diversified suite of asset classes. The team’s research draws on a wide range of views, including those from our domestic and global research partners and other well-respected external industry research suppliers. 

Using these insights, the ISG provides the information necessary to construct and manage client portfolios – including:

• Economic outlook
• Analysis of global investment trends, opportunities, challenges and investment markets
• Strategic and tactical asset allocation advice
• Direct model portfolio and advice
• In-depth managed funds research

To learn more about the ISG research investment process for each asset class, click below:

• Invia Wealth Partners Investment Philosophy
• Invia Wealth Partners Responsible Investment Policy
• Equities
• Investment Funds Research
• Fixed Income
• Invia Wealth Partners Multi Asset Portfolios Solutions (JMAPS) 

The Invia Wealth Partners Multi-Asset Platform (MAP) is our central offering for our Private Wealth Management clients. It provides you with access to a comprehensive range of products and services including:

• Advisory services
• Investment advice
• Asset allocation
• Strategic Financial Planning
• Execution and settlement of trades
• Custody and administration of assets
• An Investor Directed Portfolio Service
• Consolidated portfolio reporting
• Discretionary and managed portfolio solutions

Key documents:

MAP Service Guide -Part 1

MAP Fees and other costs  - Part 2 
MAP Financial Services Guide

Invia Wealth Partners IDPS Target Market Determination 

 

To obtain a copy of the current MAP Investment Menu - Managed Funds please contact your Invia Wealth Partners Adviser. 

 

Additional information

MAP How to Guide
MAP Custody Deed
Amending Deed - MAP Custody Deed
MAP Core Terms and Conditions

The Invia Wealth Partners Cash Account is designed to be used as a transactional cash hub and the centre of your investment related transactions in connection with your Invia Wealth Partners Multi-Asset Platform account. It lets you and your adviser have a clear view of the money you hold in relation to the Invia Wealth Partners Multi-Asset Platform, making it quicker and easier for you to act on investment decisions.

 

There are no establishment fees for opening an account and you will earn a competitive return on your entire account balance.

 

The current interest rate is 3.85% p.a.^ - effective from 18 March 2026.

^This interest rate is payable net of management costs (which vary up to 0.70% pa) and may vary depending on a range of factors, including (but not limited to) changes in the cash rate target determined by the Reserve Bank of Australia.

View current and historic Invia Wealth Partners Cash Account Interest Rates

Disclosure information

Any advice contained on this website comprises general advice only and has been prepared without taking into account your investment objectives, financial situation or needs. Accordingly, before making a decision to invest in the Invia Wealth Partners Cash Account, you should consider the documents below and assess whether it is appropriate in light of your own financial circumstances, or contact your adviser.

• Invia Wealth Partners Cash Account Information Statement
• Invia Wealth Partners Cash Account Terms of Facilities
  
• NAB Professional Funds Account Terms and Conditions

If you have further questions, speak to your Invia Wealth Partners Adviser or refer to Invia Wealth Partners Cash Account - Answering your questions.

Invia Wealth Partners Philanthropic Services is a dedicated specialist team established in 2001 to encourage, support and assist the broader community by providing professional strategic advice to individuals, families, companies and for-purpose organisations.

Our Team works with a diverse group of donors, from private individuals to some of Australia’s most experienced philanthropic families. We also assist Australian charitable and other ‘for purpose’ organisations to effectively manage their resources to maximise the impact of the wide range of services they provide to the Australian community.

We can be contacted for any queries you may have regarding philanthropic options available to you or any aspect relating to the Invia Wealth Partners Charitable Endowment Fund (CEF).

Key documents

CEF Update March 2023
CEF Flyer
Additional Donation Form
Grant Request Form

2025 Audit report

Invia Wealth Partners - EY Audit Report IDPS Annual Statement Controls

Invia Wealth Partners - EY Independent review of IDPS Annual Statements Controls

 

View all historical audit reports at IDPS Audit reports.

These Financial Services Guides (FSG) provide important information about Invia Wealth Partners’s services, products and fees. They can assist you when deciding to use Our Services.

Invia Wealth Partners Financial Services Guide (for all Invia Wealth Partners clients)
Invia Wealth Partners Multi-Asset Platform FSG (for Invia Wealth Partners Multi-Asset Platform clients)
WealthHub FSG (for Invia Wealth Partners clients using our broking service)
Invia Wealth Partners WealthHub Best Execution Policy

We also provide Website Disclosure Information, which contains important information about Invia Wealth Partners’s services and regulatory disclosures.

Invia Wealth Partners Website Disclosure Document
Invia Wealth Partners Multi-Asset Platform Website Disclosure Document

Remediation at Invia Wealth Partners

We’re working on two programs relating to financial advice, these are:

• Advice Service Fee Review - reviewing ongoing Advice Service Fees paid by our retail clients to Invia Wealth Partners in exchange for agreed advice services between 29 October 2009 and 31 December 2021. 
• Client Advice Review - a review of financial advice provided to retail clients between 2 November 2009 and 30 September 2020 to determine whether it met their goals and objectives.

How we’ll contact you

We’re contacting clients by letter, phone, email and SMS.

If you suspect that a communication you’ve received from Invia Wealth Partners is not genuine or require more information, please contact us.

We’re here to help

You can call us on 1300 405 205 between Monday to Friday, 8:00am to 6:00pm (AEST/AEDT), or +61 3 9322 6622 if you are calling from outside Australia or email us at Invia Wealth Partners.rsc@Invia Wealth Partners.com
 

Our postal address

Within Australia:
Invia Wealth Partners Remediation Support Centre
Reply Paid 91839
ABBOTSFORD VIC 3067

International:
Invia Wealth Partners Remediation Support Centre
PO Box 362
ABBOTSFORD VIC 3067
AUSTRALIA

© Invia Wealth Partners ABN 68 137 978 360 AFSL 247082.