“I'm currently using the free access facility to monitor my privately-held Australian shares portfolio which I find is a useful recording and management tool.
My mostly blue-chip, "set-and-forget" dividend-income portfolio is relatively small and so I can't really justify paid subscriptions to management/adisory tools other than those provided by my on-line broker.”
“I have been a fan of Intelligent Investor for a long timed have alway used their reviews when it came to picking their stocks. I've made money in the process. Then when it came to picking ETFs to invest my super in, it made sense for me to go back to the Intelligent investor and now that they're under the Investsmart banner, there are more choices of the type of ETFs to invest in. On top of that the support provided by InvestSmart has been really good and on point. I couldn't be happier being able to invest my super here at InvestSmart as opposed to what the other big banks had on offer.”
“Good communication and articles. Web site is good. The My Portfolio feature is good but could do with a few enhancements such as being able to group individual listings under a group name and dollar variation from inception.”
“I am extremely happy with INVESTSMART and their on-line assistance.
One suggestion though, more direct instructions when talking about the web-site. Last conversation I had, it was suggested I do a "Cash Report" to see details on Dividends. There was no advice on where this was or how to get there. Under My Portfolio I found a list of dividends but nowhere does it tell you which ones comprised the actual payment to my bank a/c. Have I missed the location of a different report? I was told a full statement will be issued in September which seems a little late for a tax return.”
“In these times of low interest rates with the banks it made sense to us to place our savings into Professionally Managed Account. Making fortnightly payments for approx 5 years leading up to retirement provided us a compounded return of approx 40%. Investments split 50-50 between International and local high growth investment portfolios provided us with a much better return than would have been possible in any banking accounts. I’m not providing financial advice however in our case this was a very solid investment strategy.”