“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.”
“It is a good and free portfolio app. If you subscribed to their services, I can imagine it would be even better, but it is good as it is even without.”
“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”
“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!”
