Expert investing advice for life's
big moments

Whether you've come into money or are planning for the future, our expert advisers will help you invest with confidence.

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What is Stockspot Consultation?

It's a complimentary one-on-one call with a Stockspot investment adviser.

Designed for Australians navigating major life events: inheritance, home buying, retirement and more - it gives you expert investing advice without the high costs or complexity of traditional financial planning.

You don't need to be a Stockspot client. We'll guide you from the very beginning.

$1B+
Funds under management
4.8 ★
Google reviews and Trustpilot
16,000+
Clients
Advisor consultation

We're here when it matters most

Our clients come to us during some of life's most important financial moments:

How it works

Step 1

Book your consultation

Choose a time that works for you.

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Step 2

Speak with an adviser

We'll walk you through your situation and options.

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Step 3

Get your plan

You'll receive tailored investment recommendations to take away as follow ups to consider. There's no pressure to invest right away.

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Ready to get started?

Book your complimentary 30-minute consult now.

Frequently asked questions

Who is Stockspot Consultation for?

It's for anyone going through a major financial change and looking for clear, honest guidance on how to invest. Whether you're just getting started or already have investments, we can help you explore your options.

Why is this service free?

Stockspot Consultation is complimentary because we believe good investing starts with understanding, not pressure. It's an opportunity to learn more and decide if Stockspot is right for you.

Is this personal financial advice?

No. This consultation gives general guidance and information about how Stockspot works. We don't provide personal financial advice until you've gone through our digital advice process and received a tailored investment recommendation. The scope of our advice is limited to advice on investing. For tax, legal or broader financial advice, we suggest speaking to a qualified adviser.

What do I need to prepare before the call?

Nothing in particular. If you already know how much you're looking to invest or have a specific goal in mind, that's great to share, but not required.

Can I discuss multiple financial situations?

Yes. If you're dealing with a few milestones at once, like retirement and inheritance, we can cover them in the session.

Do I need to be a Stockspot client to book a consultation?

No. You don't need to be a client to speak with us. This service is here to help you understand whether Stockspot could be the right fit for your needs.

What will we cover in the consultation?

You'll chat with an investment specialist about your financial goals and what you're hoping to achieve. We'll explain how Stockspot works, and if you're interested, guide you through next steps in the process.

How long is the consultation?

About 30 minutes. It's a relaxed, no-pressure conversation to help you feel more confident about your investment path.

What happens after the consultation?

We'll send you a follow-up email with a summary, helpful resources and a link to get started. If you're ready, you can complete our digital advice process and receive a tailored portfolio recommendation.

How do I book a session?

Just fill in the short form on this page and schedule your preferred time. One of our advisers will contact you at the scheduled time.