Unlock the power of passive income with a few smart moves.
Join the more than 50% of adults investing in financial assets.
Trust only in strategic insights, experience and a global approach.
Find the freedom to growth wealth with integrity, stability and a partner who is there to support your ambitions.
We are here to empower your financial journey.
1
We begin by evaluating your financial situation to assess readiness and set investment timelines. Our team offers initial insights and guidance.
2
We help you define your financial goals by identifying the “why” behind your investments, aligning your objectives with your broader vision.
3
We present three tailored investment options that best align with your goals. If needed, we can explore additional options to ensure the best fit.
4
Our finance experts initiate the conditional lending process, handling details to simplify this essential step in your investment journey.
5
We provide CoreLogic data and additional insights to guide you in making a well-informed, data-driven decision. Our team is here to answer any questions, ensuring your confidence at every stage.
INVX was founded by an industry veteran with over two decades of experience in banking, real estate, and technology. With 8 years of hands-on investing and a commitment to transparency, she brings an authentic approach to wealth creation. As a female entrepreneur in finance, she’s dedicated to showing what’s possible and breaking down barriers for others.
About us