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.

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Our investment philosophy

Technology driven

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.

Goal focused

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.

Fee conscious

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.

Performance

We continue to consistently outperform the majority of our peers after fees. Learn more about our performance.

Low Fees

We have a flat admin fee of 0.11% and our investment management fees are 0.44% per annum and capped at a maximum of $880 p.a. Learn more about capped fees*.

Transparency

All securities held in your own name. View all your holdings, dividends paid, transaction history and fees charged.

Knowledge

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.

Flexibility

We make it easy to adjust your portfolio and switch between different investment models to suit your needs at every life stage.

Convenience

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.

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.