We explain, we don't push.
Our job is to set out how something works and what it involves. The decision stays with you.
We handle the machinery, so you can focus on the decision.
Buying a share in Frankfurt or a bond in Singapore is easy to say and harder to do. There's market access, foreign exchange, settlement, custody, corporate actions, tax reporting — a chain of things that have to work before an investment is simply held.
WenVest handles that chain. We're an Australian firm, licensed by ASIC since 2014, working with institutions, family offices and professional investors — and extending to individual investors during 2026.
Clarity over complexity.
Our approach
Clarity over complexity.
Financial markets are complicated. Your relationship with the firm handling your investments shouldn't be.
We're upfront about the limits.
We give general advice. We can explain how an option or a bond behaves; we can't tell you whether it belongs in your portfolio. If you want that, you need an adviser licensed to provide personal advice.
We're upfront about how we're paid.
No surprises, nothing buried.
What we do
Full detail of our authorisations, and which apply to which clients, is on the Services and Regulatory pages.
01
Explaining your options.
General advice across shares, ETFs, bonds, deposits, managed funds, options, futures, currencies and margin lending — what each is, how it behaves, and what it risks.
02
Executing your instructions.
Buying, selling, varying and disposing of investments on your behalf, across that same range.
03
Arranging facilities.
Introducing you to managed funds and margin lending providers where that's what you need.
04
Holding and recording.
Custody and depository services — your investments held with established custodians, separately from ours, with clear records of what you own.