Our Services

Providing the operational infrastructure, guidance and support that help clients manage wealth with confidence.

Custody & Administration Services

Effective wealth management begins with a secure and reliable operational foundation.

Invia Wealth Group provides custody and administration solutions designed to support the safekeeping, administration and reporting of client assets.

Services Include

Asset Administration

Administration and record-keeping for a broad range of investment holdings and financial assets.

Transaction Processing

Coordination and administration of investment transactions and settlement activity.

Income Administration

Collection and processing of income distributions, interest payments and corporate entitlements.

Corporate Actions

Monitoring and administration of corporate actions affecting client holdings, including elections and notifications where applicable.

Reporting

Consolidated portfolio reporting and transaction summaries designed to support informed decision-making.

Multi-Currency Administration

Support for assets and transactions denominated in major international currencies.

Client Portal Access

Secure online access to portfolio information, reports and documentation.

Why Clients Choose Us
Experienced operational support
Independent administration and reporting
Secure systems and controls
Dedicated client service professionals
Enquire About Custody & Administration Services

Wealth Advisory

Every client has unique objectives, circumstances and priorities.

Our advisory approach focuses on understanding those priorities and helping clients make informed financial decisions aligned with their long-term goals.

Advisory Areas

Strategic Wealth Planning

Development of long-term financial strategies aligned with personal, family and business objectives.

Portfolio Strategy

Guidance on asset allocation, diversification and portfolio construction.

Investment Research & Due Diligence

Assessment and review of investment opportunities and managers.

Risk Management

Consideration of capital preservation, liquidity and portfolio resilience.

Estate & Succession Planning

Supporting the orderly transfer of wealth between generations.

Family Governance

Assisting families in developing structures, policies and communication frameworks that support long-term stewardship.

Performance Review

Ongoing monitoring and review of portfolio objectives and outcomes.

Why Clients Choose Us
Long-term strategic perspective
Independent and client-focused approach
Experience working alongside professional advisers
Relationship continuity and personalised service
Enquire About Wealth Advisory Services

Philanthropic Advisory

For clients seeking to create a lasting impact, we provide guidance on structured and strategic giving.

Our philanthropic advisory services help individuals, families and organisations develop charitable initiatives that align with their values and objectives.

Services Include
Giving Strategy

Development of charitable frameworks aligned with personal goals and priorities.

Foundation & Trust Support

Guidance relating to charitable structures and governance arrangements.

Charitable Research

Review and assessment of charitable organisations and initiatives.

Family Engagement

Encouraging participation across generations to help create enduring philanthropic legacies.

Impact Assessment

Assisting clients in understanding and measuring charitable outcomes.

Cross-Border Considerations

Support regarding international philanthropic initiatives and structures.

Why Clients Choose Us
Structured and thoughtful approach to giving
Long-term focus on impact
Governance and administration support
Alignment of philanthropy with broader family objectives
Enquire About Philanthropic Advisory Services

Client Portal

Our secure online portal provides convenient access to information and reporting.

Portal Features
  • Portfolio reporting and valuations
  • Transaction history
  • Income and distribution records
  • Secure document access
  • Adviser communication tools
  • Reporting functionality
  • Mobile-compatible access
Client Login
Request Access

Our Approach to Fees

We believe clients should understand how services are charged before entering into any engagement.

Fee arrangements vary depending on the nature and scope of services provided and are discussed and agreed with clients in advance.

Further information regarding fees and charges is available upon request.

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Let’s Start the Conversation

Every client situation is different.

We welcome the opportunity to discuss your objectives and explore whether our services may be appropriate for your circumstances.

Contact Our Team