Canstar : InvestSMART
Canstar doesn’t provide personal investment advice, so we’re introducing you to a specialist who can.
InvestSMART* provides low-cost, online goal-based investment products tailored to your needs.
How InvestSMART works
- Choose your investment goal and timeframe
- Find the right portfolio for you from InvestSMART’s selection of diversified, or single asset portfolios of ETFs
- Customise your income preference and invest
- 24/7 tax reporting and monitoring
With $500M Funds Under Management, InvestSMART is used by thousands of Australians.
Simple and transparent fees capped at $451 a year no matter how much you invest.
Professionally managed investment options with a proven track record, consistently outperforming set benchmarks.
Access diversified portfolios managed by an expert investment team starting with as little as $10,000 investment or $4,000 using FundLater.
Effie Zahos#, Paul Clitheroe & Alan Kohler – Australia’s best known financial experts leading the Investment committee.
Why InvestSMART
InvestSMART has the credibility, knowledge and experience to help you achieve your financial goals through investing.
On InvestSMART you can:
Set a financial goal
Choose the timeframe and type of goal you’d like to achieve using InvestSMART.
Choosing an investment goal will help to determine your time horizon.
Portfolio Health Check
InvestSMART will advise you on a portfolio based on your goals and aims.
Get Investment Plan
InvestSMART delivers a risk profile recommendation for your goals and circumstances.
Still not sure where to start?
If you’re looking for a personal service from an investment adviser, visit Canstar’s Adviser Locator or learn more through the articles at Investor Hub. If you’re looking for a digital advice solution with capped fees, Canstar refers you to InvestSMART.
*InvestSMART Advice Pty Limited ABN 81 119 670 334 (AFSL and Australian Credit Licence # 334107) (AFCA membership #14404).
# Effie Zahos is also an employee of Canstar.
Any advice on this page is general and has not taken into account your objectives, financial situation or needs. Consider whether this general financial advice is right for your personal circumstances. You may need financial advice from a qualified adviser. Canstar is not providing a recommendation for your individual circumstances. It’s important you check product information directly with the provider. Consider the Product Disclosure Statement (PDS) before making an investment decision. Contact the product issuer directly for a copy of the PDS. For more information, read Canstar’s Detailed Disclosure and Financial Services Guide and Credit Guide.
By clicking on a ‘Get Started’ or ‘Learn more’ (or similar) button you will be taken to InvestSMART’s website and you will deal directly with InvestSMART, not with Canstar.
Canstar may earn a fee by referring you to InvestSMART. See How We Get Paid to find out more.