Research & Advice

Benefit from independent advice and research from our team of analysts and advisers. Tap into the very best share research, superannuation and retirement strategies to optimise your investment portfolio.

Trusted

For nearly 20 years we have been providing research and advice to our members.

Research

Our research and tools are designed to help you maximise long term investment returns and minimise losses.

Advice

Our mission is to help you identify what’s important to you, strategies to help you grow your wealth now, plus put plans in place to take care of your future.

InvestSMART is a "one stop shop" for all Australians looking to reach their financial goals. However, we also understand that not everyone is alike and some members are more experienced than others, are at different life stages, and have varying degrees of wealth.

Some of our members are interested in different combinations of our services – some just want the Insights, Portfolio Manager, research tools and trusted low-cost investment portfolios. Others are more actively involved in their superannuation and want investment strategies, superannuation and retirement expertise provided in Super Advice. And others are active investors running direct equity portfolios looking for good stock ideas or to validate their own research. And of course, some want it all.

The key for us - and our members - is to make it easy for people to choose the content, tools and services they specifically want.

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Membership Options

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Member Essentials
Insights & Research Tools
FREE
  • Portfolio Manager
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Share Research & Super Advice
$770 / year
Everything in Insights & Research Tools plus
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  • SMSF Hub
  • Q&A
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I would not have made it to where I am now without Intelligent Investor. I knew nothing ten years ago but your easy writing style made it fun as well as interesting to learn. I thank you for that education.

Raymond - Premium Member

Coffs Harbour, NSW

Mark North Perth, WA
I always take an interest in investing and love what you guys do. InvestSMART makes it much easier to stay on top of things for my SMSF.
Paul Anstead, QLD
Keep up the good work! I rely on InvestSMART's super advice to plan my portfolio.

Meet our analysts

Headed up by James Carlisle, Research Director, we are some of Australia’s best independent investing experts.
James Carlisle Research Director
John Addis Editor
James Greenhalgh Senior Analyst
Graham Witcomb Analyst
Gaurav Sodhi Deputy Head of Research
Jon Mills Analyst
Alex Hughes Senior Analyst
Mitchell Sneddon Analyst

Meet our experts

Headed up by Tony Kaye, Editor, we are some of Australia’s best independent investing experts.
Tony Kaye Editor
Laura Daquino Sub-Editor
Bruce Brammall Financial Adviser & SMSF Expert
Max Newnham Chartered Accountant
Nerida Conisbee Chief Economist at REA Group
Evan Lucas Market Strategist
Carol Tawfik Financial Adviser
Robert Gottliebsen Financial Expert