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What our members say about us
Our investment philosophy
Diversification
We recognise over the long-term, no one asset class is guaranteed to deliver consistent returns. We believe you should invest across all asset classes in different proportions to manage risk and achieve your financial goals.
Lower Fees
Compounded over time, even a small difference in fees can result in substantial differences to your returns. Through ongoing technology advances, we endeavour to reduce the cost of investing for all Australians.
Investing for the long-term
Reaching your financial goals is not about having a complicated strategy, it’s far more important to be invested for a sensible amount of time across asset classes and allow compounded returns to work its magic.
InvestSMART membership features
Investment Insights Newsletter
Our financial experts like Paul Clitheroe and Effie Zahos, provide fortnightly insights to help you reach your financial goals.
Australia’s best free Portfolio Manager
A simple way to all your track your dividends and holdings in one easy place.
Goal calculators
Find out how much you need to invest and contribute to reach your financial goals.
Special report on fees & Investor pack
Our special report explains how fees can destroy your wealth.
Filtering tools
Search, filter and compare hundreds of exchange traded funds (ETFs) on the ASX.
Top performing ETFs Report
View the Top 20 performing ETFs along side our quantitative rating system.
Investment Committee
The primary role of our Committee is to oversee the general management of our investment products - including the development of new products and ongoing monitoring of the Company's investments and its strategies.
Paul Clitheroe, AM
Chairman
Paul Clitheroe, AM AM, B.A. (UNSW), SNF Fin, CFPChairman
Paul has 37 years of investment experience and is regarded one of Australia's leading "money" experts. From 1993 to 2002, Paul hosted the popular Channel 9 program Money and now currently writes for newspapers across Australia, is a frequent guest expert on Australia's major television networks and radio.
Paul is Chairman of The Australian Government Financial Literacy Board and Money Magazine. He also holds the Chair of Financial Literacy at Macquarie University.
Effie is one of Australia's leading personal finance commentators with more than two decades of experience helping Australians make the most of their money. A regular money expert on Channel 9's Today Show and on radio around Australia, Effie is also the author of The Great $20 Adventure and A Real Girl's Guide to Money and Ditch the Debt and Get Rich.
Effie was Editor-at-Large of Canstar for four years and now acts as an ambassador for the comparison site. She was also editor of Money magazine until 2019, having helped establish it in 1999.
Passionate about financial literacy, Effie sits on the board of directors for Ecstra, a not-for-profit organisation committed to building the financial capability of all Australians.
Effie holds a Bachelor of Economics Degree from the University of Queensland. She is the proud mother of two children who are beginning to build on their own financial freedom.
Alan Kohler, AM
Founder-Eureka Report
Alan Kohler, AM Founder-Eureka Report
Alan Kohler is one of Australia's most experienced business commentators. Alan has been a trusted source of investment advice to Australians for many years, and in 2005 he founded Eureka Report - Australia's #1 online investment report. Along with Robert Gottliebsen and Stephen Bartholomeusz, Alan also founded Business Spectator, the popular business news and commentary website now owned by News Corp. He has been a columnist and editor at the Australian Financial Review and The Age. Alan is the regular finance presenter on the ABC News and producer of the popular nightly graph (or two) and writes a regular column for the New Daily.
As well as being Editor-in-Chief of InvestSMART Group, Alan is currently finance presenter on ABC News, Business Editor at Large of The Australian, presenter of the Talking Business channel on Qantas radio and an adjunct professor in the business faculty at Victoria University.
Ron Hodge
Managing Director
Ron Hodge B.Com, B.Econ, MSc. Info Tech, GAICD, SF FINManaging 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
Head of Funds Management
Alastair Davidson B Ec (Hons), CAHead 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.
FAQs
What payment methods do you accept?
We accept Mastercard, Visa or American Express. For members with an SMSF, we also accept payment via bank transfer. Please contact us if you would like to pay via bank transfer.
What's the difference between monthly and annual plans?
Both plans receive the same features and benefits. A discount may be available for members that decide to pay annually.
Is a credit card required for my trial?
No, there’s no obligation and no credit card is required.
What does my membership allow me to access?
Your level of access will depend on your current membership level, as each membership plan offers a different level of access.
To view your current membership and level of access, visit My Account.
What happens at the end of my trial?
You will have the option to subscribe to a paid subscription otherwise you will be automatically downgraded to a free membership plan. You will continue to have free access to Portfolio Manager.
What's your 30 day money back offer?
InvestSMART offers a 100% money back guarantee on annual subscriptions within 30 days of taking out a membership. A money back guarantee does not apply to monthly subscriptions.