Invest with us

Our investment solutions are focused on providing your personal investments or superannuation fund with a mix of growth and income to help you achieve your financial goals.

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Why InvestSMART?

Managed by our professional investment managers, our investments offer you the flexibility to build a portfolio unique to you.

All portfolios are then monitored and rebalanced to ensure they remain aligned to your selected strategy.

You're in charge

You're in charge

  • You own the shares, not units
  • Receive the benefits of ownership - e.g. dividends
  • Transfer in and out of your account at any time
Affordable

Affordable

  • Minimum investment $10,000
  • No performance fees
  • Tiered fee structure
Flexible

Flexible

  • Receive income when you want it
  • Draw from your investments anytime
  • Switch between investments without paying a tax penalty
Transparent

Transparent

  • 24/7 online access to performance, holdings, transactions
  • Complete disclosure of successes & we won't hide the losses
  • Get the rationale behind every buy and sell decision

Our Investment Committee

The primary role of our Committee is to oversee the general management of our investment products - including the development, selection and ongoing monitoring of the Company's investments and its strategies.

  • Paul Clitheroe Paul Clitheroe
    Paul Clitheroe, AM

    Chairman

    Paul Clitheroe AM, B.A. (UNSW), SNF Fin, CFP Chairman

    Paul Clitheroe is a founding director of leading financial planning firm ipac, and has been involved in the investment industry since he graduated from UNSW in the late 1970s. Paul has been a media commentator and conference speaker for more than 30 years, and is regarded as one of Australia's leading experts in the field of personal investment strategies and advice. From 1993 to 2002, Paul hosted the popular Channel 9 program Money and since 1999 has been the chairman and chief commentator of Money magazine. He currently writes for newspapers across Australia and presents Talking Money on radio nationally.

  • Ron Hodge Ron Hodge
    Ron Hodge

    Managing Director

    Ron Hodge B.Com B.Econ SF FIN MSc. Info Tech GAICD Managing Director

    Ron has worked in financial services for over 25 years, including UBS in Singapore and Bell Commodities in Sydney and founded InvestSMART in 1999. Ron holds a Masters degree in Computer Science, Bachelor Degrees in Commerce and Economics, a Graduate Diploma in Applied Finance and Investments and is a Graduate of the Australian Institute of Company Directors.

  • Alastair Davidson Alastair Davidson
    Alastair Davidson

    Head of Funds Management

    Alastair Davidson B Ec (Hons), CA Head of Funds Management

    Alastair has held executive positions in the banking and financial services industry for over 27 years in the UK, USA and Australia. Prior to joining InvestSMART in 2014, he held Director positions with Aurora Funds Limited, Challenger and Salomon Smith Barney. Alastair has an Honours degree in Economics from the University of St Andrews and is currently the Treasurer of the Centenary Institute of Medical Research, Chairman of the Investment Committee of the Centenary Institute Endowment Fund and member of the Institute of Chartered Accountants in Scotland.

  • James Carlisle James Carlisle
    James Carlisle

    Head of Research

    James Carlisle Head of Research

    James Carlisle has been researching stocks for more than two decades. After qualifying as a lawyer and working as a fund manager in London, James moved to Australia in 2002 and soon found Intelligent Investor. He is the author of the book: 'Value: Intelligent Investor's Guide to Finding Hidden Gems on the Sharemarket' and covers the banking and financial services sectors.

Events

At InvestSMART, our mission is to empower individuals to invest and build their wealth with complete confidence.

Attend one of our upcoming events run by our in-house financial experts.

Getting the investment ball rolling
Portfolio Manager to identify new opportunities
Diversify your investment portfolio
Portfolio Manager to identify new opportunities
Events