7 Years of Stockspot

Australia’s #1 online investment advisor

7 years of growth

Our mission is to make smart investing easy for everyone. Since our launch, we're proud to have helped over 10,000 Australians grow their wealth.

Every day more people are discovering the benefits of our proven, personalised approach to investing.

Assets under management

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7 years of positive returns

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When you invest, returns are never guaranteed, but Stockspot's diversified, low-cost strategy has achieved consistent returns for our clients and beaten 97% to 100% of diversified funds in Australia over rolling 5 year periods^.

Boring becomes brilliant.

^ Source: Stockspot, Morningstar website comparison group of investment funds across growth, balanced and moderate multi-sector categories. Stockspot Amethyst, Turquoise and Topaz portfolios used for comparison.

*Performance is after-fees as at 31 March 2021. All returns are after fees based on the Silver tier. We use the time weighted return methodology. The Stockspot portfolios have been open for investment since May 2014. Investing in financial products involves risk. Past performance of financial products is no guarantee of future performance.

7 years of fees saved

Our online platform has already saved clients over $13.5 million in fees compared to using a traditional advisor and actively managed funds.

The less you pay, the more you earn.

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7 years of diverse clients

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"Stockspot made my investing journey simple, automatic, personalised and provided me with the confidence to start my independence."
– Peter, NSW, Stockspot client since 2020

From university students and young professionals, to self managed super funds (SMSFs) and seasoned investors, Stockspot has always attracted a wide range of clients.

Whether you're new to investing or you have years of experience, Stockspot can help you grow and preserve your wealth.

Clients by age

Under 30

30s and 40s

50+

"Stockspot made my investing journey simple, automatic, personalised and provided me with the confidence to start my independence."
– Peter, NSW, Stockspot client since 2020

Investment experience

None

Less than 5 years

5-10 years

Over 10 years

"Stockspot has allowed our family to build wealth in a convenient way."
– Angus, VIC, Stockspot client since 2016
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"Stockspot has allowed our family to build wealth in a convenient way."
– Angus, VIC, Stockspot client since 2016
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"You know where your money is being invested and your portfolio is balanced for long-term growth."
– Alistair, VIC, Stockspot client since 2018

Investment horizons

Short term (less than 3 years)

Medium term (3-7 years)

Long term (over 7 years)

"You know where your money is being invested and your portfolio is balanced for long-term growth."
– Alistair, VIC, Stockspot client since 2018

7 years of innovation

As Australia's first online investment advisor we've led the way in creating new products and features to make automated investing even better for our clients.

  • Stockspot Themes – Our Themes features was a world first, allowing those investing $50,000 or more to customise their portfolios to focus on certain assets, countries, or market sectors (launched March 2016)
  • Investing for Kids – The only free investing for kids account in Australia (up to $10K) allows you to give them a valuable head start in life (launched August 2018)
  • Sustainable Portfolios – Our thoughtfully constructed Sustainable Portfolios allow you to invest way that aligns with your values (launched July 2020)
  • Goal Tracker – One of our many visual tools, our Goal Tracker allows you to easily visualise your progress against your target financial goal (launched February 2020)
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finder awards 2020
finder awards 2020
Fintech Finalist Badge 2020
Fintech Finalist Badge 2018

FinTech Awards 2020 – Winner, Best FinTech Wealth Management Platform

Finnies 2020 – Finalist, Excellence in Wealth Management

Finnies 2020 – Finalist, FinTech Organisation of the Year

Finder Awards 2020 – Finalist, Best Investment Innovation

7 years of awards

Our technology and innovative approach to wealth management has been recognised by industry awards.

7 years of client love

We know our clients are happy when they tell their family and friends about us, and referrals have always been our largest source of new clients.