“Knowledgeable investment management. Reasonable fees offering good value for money.
Recent communication around international investment could be improved with more frequent updates.”
“My investment has delivered a return which compares very favourably with my other investments and I am kept regularly informed as to what its value is.”
“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.”
“Have found everything about Investsmart first class including Vincent my advisor. I have already recommended you to a couple of mates. Good luck and thanks Damian”
“I invested in the international share portfolio for about 12 months and the return is well over 10 percent on the average. Of course the portfolio is up and down as it expected to be volatile.
The report of the portfolio is comprehensive and good and my accountant has been happy with the format. The most important part is the fee which is fixed and not like most money managers who charge a percentage of the assets value of the portfolio.”