“Very professional organisation . Great communication , very knowledgeable , very prompt with questions and queries and always helpful . Had a great experience and would recommend them as a great way to invest for the future .”
“My SMSF invested with InvestSmart. It was easy to open an account and transfer the funds. The portfolio reporting tool is great, I visit the site every week or so to check on the funds performance, its easy to navigate and understand the reports. I invested in a few funds and only pay the $451 annual cap, fantastic. It hasn’t been long but importantly the portfolio performance has not disappointed.”
“An affordable alternative to investing with many benefits including access to the Eureka Report that has some terrific articles from a variety of quality commentators, well worth a look.”
“The Investsmart team are some of the most honest and informative people in financial services. The fixed fee is a blessing that will see your returns compound substantially. Very happy to have Investsmart looking after some of my portfolio.”
“Apart from low fees for their managed funds, I have found that they are easy to contact and go out of their way to be helpful with any problems or misunderstandings (on my part!)”
“A great partner for your wealth journey - there is a huge amount of information and insights available from trusted commentators, together with a good range of investment options - all with very low fees.”
“Investing with Investsmart is very easy. Their Funds deliver solid returns based on good research. The ability to set up a monthly income stream is also attractive too a retiree”
“InvestSmart including Eureka Report and Intelligent Investor are an excellent resource for independent macro, economic, stock ideas and research. They are also excellent low cost fund managers who are not only top tier performers but they fairly and reasonably chose to be compensated by way of a modest fee for service rather than an admin AND performance fees.”
“I have been a client of InvestSmart for approximately six months now. There are two things that are important for me as a client. The first is investment performance and amount lost in expenses. I am happy with InvestSmart's performance here. the second is responsiveness and client service. InvestSmart is probably the most responsive and helpful financial services organisation that I have dealt with.
I would strongly recomend InvestSmart.”
“InvestSmart analysis of companies has been extremely helpful in building my share portfolio. They give honest and insightful guidance into the workings of the stock market. They offer low-cost managed funds for people too busy to create their own portfolios. I highly recommend them to anyone wanting to invest in the market.”
“I've been with Investsmart for many years now, both as a subscriber to their newsletters - eg. Intelligent Investor, and also as a user of their financial products. I have found the advice received to be excellent and tailored to my needs (noting that it is not specific personal advice), their customer service first rate (friendly and Australian and not outsourced OS), and their IT intuitive and easy to use. As a provider of advice and a platform for investment they have met my needs.”
“My journey with InvestSMART has been terrific. The ease of set-up, the regular communication, the skills of the company and of course the returns have given me great comfort.”
“We have been dealing with InvestSMART for a number of years and are very happy with the results we have achieved. Their information and advice is easy to understand and the staff are always happy to assist you.”
“I use the Eureka Report, Investsmart article and capped fee investment portfolio parts of the site product suite. I consider that capped fees represent an excellent approach to investment management - far better than percentage commissions. I am a long term reader of Alan Kohler's articles and have great respect for the knowledge, experience and integrity of all the contributors. All in all InvestSMART is a great suite of products.”
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