Who we are

InvestSMART is your online financial advisor built for people who refuse to pay high fees for underwhelming performance. People who demand better. People like you.

Simple investing for everyone

At the heart of everything we do, our purpose is to make investing rewarding, accessible and affordable by employing smart technology and even smarter people.

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.

Diversification

Lower Fees

Investing for the long-term

Our investment committee

The primary role of our Committee is to oversee the general management and ongoing monitoring of our investment solutions and investment strategies.

Paul Clitheroe, AM

Chairman

Paul Clitheroe, AM AM, B.A. (UNSW), SNF Fin, CFP Chairman
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 Zahos

Money Commentator & Director

Effie Zahos Money Commentator & Director
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 FIN Managing 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), CA Head 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.

Trusted by thousands of Australians

Neil, Brisbane

“I did a lot of research and compared other firms before choosing the InvestSMART “capped fee portfolio”. This feature provides me with the certainty of both knowing my account will not be drained by additional fees found in the fine print. I have only been with InvestSmart a few months and am pleased with the above average personal customer service, ease in accessing the on-line information and the performance of my investment.”

Stephen, Adelaide

“On the face of it, 1-2% investment management fees doesn’t seem like a large amount, but when calculating the total impact on my returns over time, it clearly has a significant negative impact. With that in mind, I’ve transitioned to InvestSMART capped fee products to minimise investment costs, which will significantly improve my returns when compared to my previous investments. I’m extremely happy with the transparency and information available on the portfolios, but possibly the biggest appeal to me with investing with InvestSMART has been the responsiveness and willingness of the team to assist with questions I've had. I’d happily recommend InvestSMART to others.”

Nicky, Sydney

“InvestSMART has helped me get started with investing, learn about the importance of diversification and make more informed decisions. The free portfolio manager is great for me to keep track of all my investments.”

David, QLD

“As an investor with InvestSMART, I find the information provided through the platform is excellent. The choice of funds available (both internally and the ETFs) is excellent, and their performances are competitive with the broader market.”

David, ACT

“I have had my IT Guru run me through your list of security measures & policies and I am very satisfied that I am investing my funds with a team that know what they are doing regarding IT security. I am impressed.”

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