“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.”
“Actually I have become a bit disappointed in InvestSmart. I moved all our money into the Balanced fund but the balance still has not recovered to what it was even once! Our other investments have recovered and doing OK.
To be honest, I'm thinking of reducing the balance of our account there.”
“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.”
“It might be too early to write a review really, having only been signed up for less than two weeks. However, the signup/application process was straightfoward. It's easy to transfer money, but I am frustrated that in 2021 money cannot be transferred in real-time and so it took nearly a week for my money to actually be invested. This aspect is more to do with the banks I assume, than InvestSMART. I have also signed up with another similar provider and it's interesting to see the slight differences in their portfolios and so the difference in performance. At the moment, InvestSMART is outperforming the other provider.”
“I think Investsmart have a good public profile and Alan Kohler always makes sense, but I think I had bigger expectations with the portfolio investment that have not yet been met. It's early days, I guess. Just seems like you guys really just want to send more marketing material to up-sell me. Starting to remind me of the Motley Fool mob a bit.”
“I put a toe in the water with a $50K portfolio, I’ve been very disappointed in the performance. At the same time I’ve constructed my own portfolio picks with significant results. I think I’ll be divesting soon.”
“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.”
“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.”
