“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.”
“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.”
“Reports & Investing articles on the Investsmart site should be free to investors. Charging investors for these items is akin to price gouging.Performance is average, better value & returns can now be found elsewhere”
“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.”
“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.”
