Invia Wealth Group traces its origins to 3 March 1983, when the company was first registered in Melbourne, Australia.
Since inception, our focus has been centred on providing custodial, administrative and wealth management solutions for clients seeking a trusted long-term partner. Through changing market conditions, economic cycles and evolving regulatory environments, our commitment has remained consistent: protecting client interests, preserving wealth and fostering enduring relationships.
Company registered in Melbourne, Australia
Expansion of custodial and administration capabilities
Growth of private wealth and advisory services
Continued development of strategic banking and institutional relationships
Supporting families, businesses and institutional clients across Australia
Our purpose is to help clients preserve, manage and transfer wealth with confidence.
We believe successful wealth management extends beyond investment performance. It requires stewardship, discipline and long-term thinking. Our role is to provide the guidance, infrastructure and support that allow clients to focus on their personal, family and business objectives.
Invia Wealth Group maintains relationships with leading Australian and international financial institutions to support the delivery of custodial, banking and investment solutions.
These relationships help provide clients with access to:
While institutional capability is important, relationships remain at the heart of what we do.
Our clients work directly with experienced professionals who take the time to understand their circumstances, objectives and long-term priorities. We focus on building lasting partnerships founded on trust, consistency and personal service.
At Invia Wealth Group, we believe wealth is not simply measured by financial assets, but by the legacy it creates for future generations.
