Experience more with a tailored and holistic private banking solution
At Inovayt, we offer a different approach. Our private banking service ensures
that you receive
unwavering, expert advice and tailored strategies from a dedicated team committed to advancing your
financial position and shaping a prosperous future.
We believe in the holistic advantage of developing a personalised strategy, granting you access to a
extensive range of Australia’s top lenders and products, all meticulously aligned with your financial
aspirations.
Our clients frequently mention that their experience with private banking can involve bankers who start
off providing exceptional service, only to later move on to different roles or institutions.
Unlock a holistic advantage with a full spectrum of tailored financial services
Wealth Management
Partner with our team of in-house experts to effectively grow and manage your wealth. We undertake comprehensive analysis of your financial circumstances to develop customised strategies for superannuation, investments, insurance, and retirement planning.
Finance
Our established relationships with lenders provide access to a broad spectrum of loan products and competitive rates for both personal and commercial needs. We offer comprehensive solutions, including home loans, asset finance, business loans, and more.
Estate Planning
Estate planning involves crafting a comprehensive strategy to ensure that your assets are transferred to your chosen beneficiaries in the most efficient and effective manner. We ensure your wealth is managed and distributed according to your wishes, with careful consideration of tax implications and legal requirements.
Tax Services
Property transactions, whether buying, selling, or developing, naturally trigger tax implications that require careful structuring. Our strong market presence enables us to connect you with seasoned licensed professionals, ensuring you have access to the expertise needed to successfully navigate these complexities.
A dedicated partnership designed to ensure your long-term financial success.
Banks
Vs
Private Banking with Inovayt
Products and solutions are aligned with one bank only
Access a network of highly regarded, independent financial professionals
Frequent turnover of staff
Maintain a dedicated, long-term relationship with our expert team
Higher wealth thresholds to qualify
Gain unparalleled expertise, extensive choice, and a distinct competitive advantage
Bankers work in the bank's best interests
Benefit from a commitment to act in your best interests, underpinned by rigorous legislative standards
A dedicated partnership designed to ensure your long-term financial success.
Private Banking with Inovayt
Access a network of highly regarded, independent financial professionals
Maintain a dedicated, long-term relationship with our expert team
Gain unparalleled expertise, extensive choice, and a distinct competitive advantage
Benefit from a commitment to act in your best interests, underpinned by rigorous legislative standards
vs Banks
Products and solutions are aligned with one bank only
Frequent turnover of staff
Higher wealth thresholds to qualify
Bankers work in the bank's best interests
Over 15 years of award-winning experience and satisfied customers
Frequently asked questions
What is private banking?
Despite the name, private banking doesn’t mean dealing with a bank! It’s about having a dedicated team of professionals who are aware of your financial situation, understand your goals and offer support and strategies.
Who is a high-net-worth or private wealth client?
Inovayt Private Wealth is perfect for business professionals, those with growing assets, and those who want a holistic approach to their finances. Our qualifying criteria are as follows:
Qualifying: 1 million plus in total lending
Minimum: $200,000 in total income (single applicant)
Minimum: $250,000 in total income (combined income)
Why do I need a private wealth partner?
When you work with the Inovayt Private Wealth team, all your finance professionals are under the same roof. This means you won’t need to spend time repeating information to someone else. We’re dedicated to creating tailor-made plans to suit your financial situation and always help you find the best offer.
