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Invictus Finance Solutions

Invictus Finance Solutions

  • Investment & Wealth Management
  • Balwyn North, VIC

Company Overview

The Invictus story starts all the way back in highschool, where Elie and John met at Marcellin College, going on to study at LaTrobe together. The pair took their own career paths and then wound up here, as Co-Directors. Elie’s experience in the banking world was varied and taught him a lot. His role involved everything from lending to build an entire suburb – now known as Craigieburn – to writing home and small business loans. His experience showed him that there was a clear gap in the service offering that pointed to a fundamental problem: bankers don’t grow with clients. The industry tended to (and often still does) work in silos. Elie, like many Founders, wanted to fix the problem and do things differently to the industry norm. Enter, Invictus.

Services & Expertise

AI-generated from public information. Please verify against actual business needs.

Service Focus
  • Investment Advisory25%
  • Financial Planning25%
  • Risk Management25%
  • Asset Allocation25%
Service Area
VIC
100%

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