“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.”
“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.”
“I think Investsmart is fantastic. I am very happy with everything, your staff are so helpful and do everything possible to make investing easy. The ETFs you have bought for me are full of blue chip shares and I get good returns, even though the past year has been a disaster for everyone. However the next return in May should be a lot better by the sounds of the market. And you are very generous with your fees, nobody else is a low and that is a great bonus.”
“I have given you a 5 star rating but as yet I have no evidence of whether this is a worthwhile investment for me or not as it is too soon to tell. However, I trust Alan Kohler who I believe says what he thinks after studying the market. He is not trying to push you onto a particular share because he might benefit from that - and sometimes he gets it wrong which is fine as he is not infallible. I also appreciate the fixed annual fee. The other reason I have rated you 5 star as administratively (thanks to Mitch Datson) everything went through efficiently and I particularly liked the podcast by Nathan Bell on the Ethical Investment Portfolio. He sounds like a smart cookie and I like his attitude. It remains to be seen whether I increase my wealth through my investments with InvestSmart!”
“Mainly dealt with Mitchell at investsmart. He was excellent in his communication, knowledge about the products, and prompt action on instructions when required.
I investsmart offer a wide range of products to suit varied budgets.
You've gotta love a company whose directors and staff put their money where their mouth is.
Highly recommend the company and products.”
“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.”