Whether you're saving up for a home, growing your wealth as a couple, investing as a family or with your business partner, Stockspot's joint accounts can help you get where you want to be.
Stockspot builds you a smart, custom portfolio of low-cost ETFs (exchange traded funds) by combining the expertise of qualified investment advisers and an automated investment platform.
We build you a smart, transparent and personalised portfolio based on your investment goals, using proven Nobel Prize winning investment strategies. Everything is automated, so your investments work for you – not the other way around.
You'll both have access to your Stockspot dashboard to view your joint account. You'll always be on the same page, and be fully across your shared investments.
Your investments are diversified across different asset classes, sectors, and markets. You'll get access to global shares, Australian shares, gold, and government bonds.
Licensed Australian financial adviser
We're trusted by thousands of clients to manage hundreds of millions of dollars. That's because we always act in our clients' best interests.
Established track record of returns
Our portfolios have delivered more consistent returns than simply investing in Australian shares only.
Lower risk portfolio
We invest in defensive assets like bonds and gold to offset shares and make your portfolio less risky.
Expert guidance when you need it
Our investment advisers are on hand to answer your questions and guide you when you need help.
Founder Chris Brycki started Stockspot to help Australians invest better and achieve financial freedom. As a professional fund manager he saw too many people getting ripped off by bad investment advice and high fees. Chris left his career to build Australia's first personalised online investing platform.
Today, Stockspot has a team of qualified professionals who help guide thousands of clients to build wealth with a proven investment strategy.
Our set of principles guides how we advise clients and invest their money. This is our DNA and what sets us apart from other products and investment managers.
Schedule a callChris has over 25 years of investment experience and spent most of his early career as a Portfolio Manager at UBS. Chris has been a member of the ASIC Digital Advisory Committee and volunteers as a member of the Investment Committee for the NSW Cancer Council.
Sarah's here to guide you on your investing journey and help keep you on track. As a qualified financial adviser with over 13 years of experience in financial services, she can help with any questions you have about your investment goals and strategies.
Hannah's here to ensure your investing strategy meets your objectives and answer any questions about your portfolio. She has extensive experience in financial services having helped both retail and institutional clients during her time at IG and CommSec.
Our bank-level web security keeps your information safe and secure (for the geeks out there, that's our 256-bit SSL/TLS certificate).
Your investments are held safely in your own name under your own individual Holder Identification Number (HIN).
We never share your personal information with third parties.
Winner, Best FinTech Wealth Management Platform, 2020
Winner, Excellence in Wealth Management, 2021
Finalist, Best Investment Innovation, 2020
Yes, you can both log in to the dashboard to view your portfolio. The primary account holder can transact or make changes to your account. The secondary account holder has view-only access.
The investments are owned 50/50. That means any earnings are split 50/50 at tax time and taxed at your marginal rates.
Your tax position will be summarised in your Annual Investor Statement.
Our custom questionnaire ensures we find out all the details we need to know about your situation. We’ll then recommend a portfolio that’s best suited to your risk appetite, investment timeframe and goals. See more about our portfolios and portfolio returns.
Yes, all investments are held under your own unique HIN (Holder Identification Number) which identifies you as the holder. It's the safest way to invest because the assets are always held by you. You can manage your portfolio via the Stockspot dashboard. See how Stockspot keeps your money safe.
The minimum to get started is $2,000.
Yes, you can make a withdrawal from your portfolio at any time. The funds will be transferred into your nominated bank account within 4-5 business days.
You'll get a simple one page statement that merges all of your individual ETF tax statements into a single, easy to read document. This will allow you to complete your tax return via myTax or you can give it to your accountant. You’ll also get a range of other tax documents to help with reporting.
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