10 Years of Online Investment Advice

WE'RE GRATEFUL THAT MORE THAN 15,000 AUSTRALIANS TRUST STOCKSPOT TO GROW AND PROTECT $770 MILLION OF THEIR WEALTH

2013

Stockspot was founded by Chris Brycki. Chris initially had the idea of starting Stockspot after being approached by family and friends in need of investment advice. He wanted to give them an easy, safe, and low-cost way to invest in the sharemarket.

“Getting honest and affordable advice on investing into the markets was difficult. In many cases it was also conflicted with people trying to sell rubbish products to earn commissions. I thought there must be a better way to help people invest.”

Chris Brycki Founder and CEO

2014

Stockspot was launched to the public as Australia's first automated investment service. Disrupting the market, Stockspot offered personalised service, low fees that were a fraction of the cost of seeing a traditional adviser, and accounts that could be opened with just $2,000.

The Most Innovative Fintech in Asia, the SWIFT Startup Challenge

Top 25 Hottest Financial Services Startups, Infomilo

“I was always looking for an easy way to invest and grow my wealth. I found Stockspot and I immediately thought it was the most perfect way to invest for me as Stockspot manages my portfolio with its expertise.”

Ayumu Shimada Stockspot Client since 2019

2015

Despite severe market downturns of 25%, Stockspot's defensive approach helped protect clients' portfolios and all Stockspot portfolios remained positive for the year.

Carnage on emerging markets as commodity prices fall. Brazil enters its deepest recession in 25 years while South Africa narrowly avoids a recession.

“We lost a bundle in the GFC in a not-so-good superannuation fund and decided to start a SMSF. We started investing with Stockspot in 2017 and have not looked back, they have been great.”

Bob & Vicki McElveney Stockspot Clients since 2017

2016

Volatility through Brexit and the shock U.S. election result again tests the market. All Stockspot portfolios remained positive for the year.

Stockspot becomes the first robo adviser in the world to launch investing themes that help clients personalise their portfolios. Themes quickly became popular with Stockspot clients, particularly SMSF account holders.

“I had been looking for an automated solution that diversifies between asset classes and has added functionality like rebalancing… And Stockspot ended up fitting this model very well!”

Daniel Giddings Stockspot Client since 2016

2017

Stockspot updates its defensive asset allocation and increases exposure to gold and government bonds to better weather difficult market environments.

These changes helped protect Stockspot portfolios against increased market volatility in December 2018 and again in March 2020.

2018

In another first, Stockspot launches Kids accounts. These accounts quickly become popular by offering free investing for kids. Thousands of parents and grandparents are now using these accounts to invest for their children and grandchildren.

“When our first son was born we decided to open an investment account to start saving and contribute to his future – think 21st birthday, university, wedding or even a contribution to a house deposit.”

Simon Barber Stockspot Kid's account since 2017

Stockspot clients sitting by the pool at their home

2019

The Stockspot goal tracker is launched to help clients better track and visualise their investing goals.

A milestone is achieved with more than 600 Stockspot clients using their investing accounts to accumulate a house deposit.

2020

COVID-19 strikes and sharemarkets across the globe are severely disrupted. Stockspot portfolios are cushioned by the existing exposure to defensive assets. All Stockspot portfolios again remain positive for the year.

The Stockspot Sustainable Portfolios are launched allowing clients to align their values with their choice of investment.

Winner, Best FinTech Wealth Management Platform, 2020 and Finalist, Best Investment Innovation, 2020.

“I suffered from bad advice and there were these massive losses in the funds I was in and the financial planner and fund managers still got their commissions! I decided to switch and move my money into a SMSF with Stockspot instead.”

Josh Loretan Stockspot Client since 2017

2021

Stockspot makes its second ever update to the portfolio target allocations to better respond to the potential for higher interest rates and inflation.

Winner, Excellence in Wealth Management, 2021

2022

Stockspot has reduced the minimum top-up amount to $500 for accounts under $50,000 to make investing even more accessible. With these changes, we will still be able to purchase whole ETF units for our clients (rather than fractional amounts like custodian brokers).

2023

Stockspot received a strategic investment of $28 million from Mirae Asset. This investment will enable Stockspot to further enhance our technology and continue to develop innovative products and services for our clients.

2024

Stockspot celebrates its 10th anniversary. We’re honoured that today more than 13,500 clients trust Stockspot to grow and protect $770 million of their wealth.

We value this responsibility and look forward to continuing to help you invest in a way that is easy and consistent so you feel confident to achieve your financial goals.

“It's such a privilege to work with so many wonderful clients and help guide them through their investment journey. They're the reason I turn up to work every day!”

Sarah King Head of Client Care and Advice

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