Dev Raga Personal Finance 438 what is Stockspot and how can it automate your investing?
Oct 1, 2024
In this lively discussion, Sarah King, a representative from Stockspot, explains how automation is revolutionizing investing in Australia. She breaks down Stockspot's user-friendly robo-advisory services, focusing on their ETF-driven approach for diversification. Listeners learn about the streamlined account setup and cost-effective fees, making investing accessible. Sarah also highlights the importance of blending technology with a personal touch, ensuring clients stay in control of their financial future while enjoying the benefits of automation.
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Getting Started with Stockspot
- Set up your Stockspot account online, which takes approximately 10 minutes.
- Link your bank account for automated transfers to your Stockspot cash account.
Automating Investments with Stockspot
- Automate investments by setting up scheduled transfers from your bank to Stockspot.
- Stockspot automatically invests funds when the minimum is reached, keeping your portfolio balanced.
Stockspot Account Types
- Stockspot offers investment accounts for individuals, trusts, SMSFs, joint accounts, and companies, including investing for children.
- Clients can have multiple linked accounts for consolidated management and fee benefits.