InvestSMART is a low-cost digital investing platform that helps bring your financial goals to life. Whether you’re saving for a home deposit or building wealth for a comfy retirement, InvestSMART does the hard work for you. We offer 10 low-cost, readymade investment portfolios featuring a blended mix of ETFs selected by our investment experts, for you to choose from. They offer you a hassle-free path to diversification.
Most of our portfolios are celebrating their 10-year anniversary this year and we are pleased to say that they have consistently outperformed the majority of our peers (and there are hundreds of them) by 1% to 2% over that period. While we are proud of our achievements, we understand the importance of looking ahead with caution – after all, past performance doesn’t guarantee future results.
At Smart Financial we want to help you achieve clarity when envisioning your financial goals and dreams. We do this by establishing a long-term partnership with you and employing our expertise and experience to address all aspects of your finances.
We are a locally-owned practice; all our Partners live in the Illawarra. As a local business, you can rest assured that we share your values, as well as your local heritage. Additionally, our highly-qualified team is the perfect size to provide you with individualised attention, while simultaneously drawing on a wide breadth of knowledge and experience.