Invia Wealth Group

Independent Custody & Wealth Advisory
Est. 1983 | AFSL 247082

Protecting wealth. Preserving legacies. Building long-term partnerships.

Invia Wealth Group is a specialist Australian wealth management firm providing custody solutions, strategic wealth advice, and succession planning services to high-net-worth individuals, family groups, and institutional clients.

Working in association with one of Australia’s leading banking groups, we combine institutional capability with a highly personalised approach to client service.

What We Offer

Custodial Services

Comprehensive custody and administration solutions, including asset safekeeping, settlement, income collection, and consolidated reporting. Assets are maintained within segregated custody arrangements with secure online access and reporting.

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Wealth Advisory

Strategic advice tailored to complex financial circumstances, including portfolio oversight, intergenerational wealth transfer, and family governance. We work collaboratively alongside existing advisers and professional networks.

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Philanthropic Advisory

Helping families and individuals create meaningful and lasting charitable impact through structured giving strategies, private ancillary funds, charitable trusts, and foundation management.

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The Invia Difference

Institutional Capability. Personal Relationships.

Through our association with one of Australia’s major banking groups, clients benefit from:

  • Institutional-grade custody and operational infrastructure
  • Access to specialist investment opportunities
  • Coordination with private banking and professional advisory services

At the same time, we remain deliberately relationship-focused. Our clients work with a dedicated team that understands their objectives, values, and long-term priorities.

No call centres. No constant changes in personnel. Just consistent advice and enduring relationships.

Client Perspective

“Invia has supported our family for more than two generations. Their focus has always been on long-term stewardship rather than short-term outcomes.”

Multi-generational Family Office Client, Melbourne

Contact Invia Wealth Group

Level 17, 101 Collins Street
Melbourne VIC 3000
Australia

T: +61 3 4328 7011
E: hello@inviacustodian.com