“I have a holding in their new listed INIF after being told my SMA was being closed down.
I removed half the assets, as it was not clear to me what was being done with the funds. I was disappointed. The rest of the funds eventually went to INIF and I have been happy with that. It was a pity their process was obscure and hence they lost half of the funds. They advise you can invest in other funds but I'm not sure if it would go the way of my SMA or have they alone been knocked on the head and their other funds are not treated the same way. Otherwise, they have been ok to deal with and their Tabulating of Portfolio function is great.”
“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.”
“InvestSmart is far too conservative in its review of stocks. It seems to focus on reducing loss of capital more than making money. It seems to ignore the use of charting as a useful indicator as to the timing of stock investments. Nathan Bell is the only analyst with credibility.”
“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.”
“We were impressed with support over the phone from Mitchell Sneddon. Mitchell made things as easy as possible for me and explained all steps thoroughly.”
“For retirees with little confidence in investment decisions, yet determined to effectively manage our retirement savings, InvestSMART provides informed, educational articles and podcasts with the opportunity for us to ask questions. Additionally the articles are well-written and often entertaining, despite the often dry nature of the subject. Highly recommended.”
“The initial process to commence investing in the Investsmart managed fund was very easy to complete.
The weekly reports and market information is written in layman’s terms and easy to understand. The insights on wider economic trends along with specific company performance have helped us better understand our investment pathway and potential risks in different sectors and shares.”
“Smart Investing using Robo tool to seperate money and emotion but its not a set up a go , these guys also provide help and support when needed so far so good I will be sticking with them”
