Positive
Reviews above 3.0 stars
Negative
Reviews below 3.0 stars
Average
Average of all reviews
Reviews
Total number of reviews
Reviewer opinions
Overview
Stockspot is Australia's most experienced online investment adviser. We help you work out the right investments for your situation and build a personalised investment portfolio. Whether your aim is to grow your wealth, save for a home, a family or retirement we want to help you get there with the right portfolio and guidance. Stockspot’s fees are clear and simple so you know what you’re paying for and why.
Reviews
4.6
out of 5 starsKris
36-45 years old"I started using Stockspot with my family trust just over 3 years ago. The setup process was easy and streamlined but also thorough enough to give me confidence there were robust processes behind the scenes. I also used a different robo-advice product and invested a similar amount with them, but ended up closing that account and moving the funds across to Stockspot primarily because the portfolio outperformed the competitor across that period, but also the overall level of service and functionality was superior. "
07 December 2018John
66-75 years old"I have both ETF investments and a high interest cash account with Stockspot. It was easy to setup, has low fees and they offer a reasonable mix of investments. So far returns have been ok. Recently I had some queries regarding my investments, so I contacted their customer adviser via the email address provided on their website. The responses were received in less than 24 hours and were helpful and concise."
19 February 2019Videos
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Article coverage:
Key information
- Category
- Saving
- Investing
- Life stage
- Starting Out
- Mid-Career
- Established
- Retiring
- Winding Down
- Financial plan produced?
- Yes
- Fee structure
- Fees Based On Value of Assets
- Is there a free trial?
- 6 months
- Customer support
- Phone
- Live Chat
- FAQ
- Date founded
- 2013
- Company website
- Visit site
Start using Stockspot
How it works
Stockspot is Australia's most experienced online investment adviser. We help you work out the right investments for your situation and build a personalised investment portfolio. Whether your aim is to grow your wealth, save for a home, a family or retirement we want to help you get there with the right portfolio and guidance. Stockspot’s fees are clear and simple so you know what you’re paying for and why.
- Category
- Saving
- Investing
- Type of help
- Targeted Advice
- Where can I get this?
-
Online
App Store - Are there any other availability restrictions?
- Qualifying Australians
- Services Offered
-
- Will I learn what type of risk taker I am?
- Yes
- Will it produce a financial plan?
- Yes
- What types of investments are available?
- Shares
Exchange Traded Products
Bonds - How many investment portfolio options are available?
- Over 1,000 portfolio combinations
- Where can I invest?
- Australia
- International
- Who manages my investments?
- Stockspot
- In whose name are investments held?
- Your Name
- Is there professional research available on the investment options?
- Yes (Stockspot)
- Will it allow me to trade automatically?
- Yes
- Will it automatically rebalance my portfolio?
- Yes
- Will it provide reports on my investment performance?
- Yes
- Cash management account
- Yes
- Automated alerts and updates
- Yes
- Can I access other professional help through this service?
- Stockbroking
- Lending
- SMSF Administration
- On which platform can I use this?
- Computer
- Tablet
- Smartphone
- Account opening & closing
-
- How do I create an account?
- Online
- Account opening speed
- Varies
- Will it capture my personal financial information automatically?
- Yes
- Will I be asked questions about my situation?
- Complex (> 5 questions)
- How fast can I get my invested money back?
- Varies
Who it's for
- Accessable by
- Myself
- Life stage
- Starting Out
- Mid-Career
- Established
- Retiring
- Winding Down
- Type of customer
- Consumer
- Wholesale Investor (>$250k p.a income or $2.5m assets)
- SMSF
- Business
- Advice stage
- Define Where I Need Help
Define My Goals & Objectives
Assess My Financial Situation
Implement Financial Plan
Review My Progress
Multiple Stages - What is the minimum amount I have to invest?
- $2,000
- What is the minimum amount I have to be earning?
- No minimum
- Customer service & support
-
- Is there general financial education information provided?
- Yes
- Customer support
- Phone
- Live Chat
- FAQ
- Who do I complain to as a last resort?
- Australian Financial Complaints Authority (AFCA)
What it costs
- Fee structure
- Fees Based On Value of Assets
- Minimum contract period
- No
- Free Trial
- 6 months
- Payment method
- EFT
Is it legitimate & secure
- Trading name
- Stockspot Pty Ltd
- Who owns the company
- Not Applicable
- Who runs the business
- Chris Brycki
- Date founded
- 2013
- Number of staff
- Security & Regulatory Compliance
-
- Will it verify my identity?
- Online
- Will it send me a confirmation security number to sign-up?
- No
- Are my records destroyed when I leave?
- Not Applicable
- Is there detailed documentation about the product?
- Yes
- What company holds the financial license?
- Sanlam Private Wealth
- Financial Services Guide?
- Yes
Contact Information
- Website
- Visit website
- Send email
- Phone Number
- (02) 8091 8090
- Address
- Level 4, 17 - 19 Bridge Street, Sydney, NSW 2000
- Social Media
Start using Stockspot
Kris
36-45 years old"I started using Stockspot with my family trust just over 3 years ago. The setup process was easy and streamlined but also thorough enough to give me confidence there were robust processes behind the scenes. I also used a different robo-advice product and invested a similar amount with them, but ended up closing that account and moving the funds across to Stockspot primarily because the portfolio outperformed the competitor across that period, but also the overall level of service and functionality was superior. "
07 Dec 2018Customer opinions
John
66-75 years old"I have both ETF investments and a high interest cash account with Stockspot. It was easy to setup, has low fees and they offer a reasonable mix of investments. So far returns have been ok. Recently I had some queries regarding my investments, so I contacted their customer adviser via the email address provided on their website. The responses were received in less than 24 hours and were helpful and concise."
19 Feb 2019Customer opinions
Start using Stockspot