Why Invest With Us?
InvestSMART believes in diversification, lower fees and transparency. Whatever shape and size your financial goal comes in, we've got the solution for you.DOWNLOAD OUR INVESTOR GUIDE
Our investment philosophy
Technology continues to drive innovation in our investment solutions and costs down. InvestSMART’s Professionally Managed Accounts (PMA) provides you direct ownership of a portfolio of securities managed by our investment team utilising data driven investment filters.
Reaching your financial goals is not about having a complicated strategy, it's far more important to be contributing often to a sound investment plan across a diverse range of asset to allow compounding returns work its magic.
Compounded over time, even a small difference in fees can result in substantial differences to your return. Through ongoing technology advances, our goal is to continue to reduce the cost of investing.
Six benefits of investing with us
There are many benefits to investing with InvestSMART, but what really sets us apart from our peers is our long term consistent performance.
We continue to consistently outperform the majority of our peers after fees. Learn more about our performance.
Our investment fees are under 1% and capped at a maximum of $550 p.a. for our low cost ETF portfolios. Learn more about capped fees*.
All securities held in your own name. View all your holdings, dividends paid, transaction history and fees charged.
Benefit from knowing what you're invested in and more importantly, why. Plus get access to a team of some of the most passionate analysts and portfolio managers in the business.
We make it easy to adjust your portfolio and switch between different investment models to suit your needs at every life stage.
We do all the work for you. From setting up your account to ongoing rebalancing of your portfolio – so you're always on track achieving your goals.