Skip to main content

Compare InvestSMART

Company Overview

Our Story – 20+ years in the making

InvestSMART is one of Australia's first digital investment and and robo advice platforms going online in October 1999 and now as over 700,000 members. Some of Australia's most respected and well know finance experts sit on the Board and Investment Committee including Paul Clitheroe, Effie Zahos and Alan Kohler.

Service offerings

Invest in a series of ETF portfolios based on risk profile and investment timeframe. Each Diversified Portfolio offers a range of shares, property & bonds in Aussie & global markets to suit your investment profile.

Account Minimum $5,000
Fees From $55 /year
Investment products ETFs ranging from diversified income to property & infrastructure, equity growth and Ethical
Number of portfolios/ products 8
Ethical investing Yes
Investment managers Yes
Mobile App Yes

Details

Service Offerings

Pros

  • Long track record and performance inception for EFT products
  • Low fees and Capped fees for larger investments
  • Offers additional Personal Advice on existing investment portfolio
  • One of the largest operators in Australia

Cons

  • Minimum initial investment of $4000

Fees

Detailed Fee structure

Portfolios

Contact InvestSMART

Website: www.investsmart.com.au
Phone number: 1300 880 160
Address 1: Level 2, 66 Clarence Street Sydney, NSW 2000 Australia
Address 2: Level 11, 220 Collins Street Melbourne, VIC 3000 Australia

Australian Financial Services Licensee: # 226435

ABN 70 089 038 531

*Last updated May 2022.

Which Robo Advice provider is right for you?

RoboAdvice.com.au compares Australia’s leading providers across service, performance, advice and fees so you can find the service that matches your needs and attitudes to risk.

Education

Helping you understand Robo Advice

December 8, 2022 in Education

Robo Advice Guide

Robo advice is giving Australians an easy and affordable option to invest and build wealth. But what is a robo advisor and how does robo advice work?  Here’s a quick guide on what you need to know about robo advisory services, and how they are reshaping the investment landscape in…
Read More
December 6, 2022 in Education

ETFs Guide

Low cost, and big on diversity, there are good reasons why ETFs play a key role in Robo Advice. Exchange traded funds (ETFs) are a type of managed fund listed on the stock exchange. The appeal of ETFs is that you get immediate diversity – across different shares, sectors and…
Read More
December 6, 2022 in Education

Robo Advice Pros and Cons

Choosing Between Robo Advice vs. Full Service Advisers 1. Decide How Much Advice You Need If you need tailored advice on anything from budgeting to managing your money, preparing for retirement or estate planning, a professional financial adviser can help. You can choose advice related to one-off matters, or you…
Read More
December 6, 2022 in Education

Types of Robo Advice

Robo Advice is not a one-size-fits-all product. There is a range of different styles to choose from. We put the key options under the spotlight. It lets you recognise what’s available, and which type of automated advice could be right for your style of investing. Types of Robo Advice Self-Learning…
Read More