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All-inclusive Support to ensure your ongoing success

We understand that from time to time you may have a question or require a refresher on a particular investing topic. This may arise due to a change in strategy or trading plan.

Whatever the reason, EquitySmart is happy to provide clients with unlimited ongoing support and training.

Our Support services include:

  • Access to ASX end of day data
  • How to get started with EquitySmart video
  • Investing basics video modules
  • Live and recorded online webinars
  • Live and recorded online workshops
  • Full service email Support
  • Regular market newsletters
  • 6 comprehensive educational modules plus  + ongoing one-on-one education keeping you up to date with the latest in investing and trading information over the phone or in our office
  • Software upgrades for life
  • London Stock Exchange and US Stock Exchanges end of day data (extra fees apply)
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Testimonials

"I would like to thank all the staff at EquitySmart for all your help. In only a few of months I started with no knowledge of the Stock Market and I am now trading with a very high success rate. EquitySmart is a great platform, with an excellent education course and fantastic ongoing support...."

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Denis L, Woodcroft

"Dear EquitySmart, I was extremely nervous and dubious as to whether I could learn a program like EquitySmart never mind entering a total different industry.  I have always worked in the health and wellness sector and didn't really take too much notice of the markets and financial industry.  My husband persuaded me to try it as he is too busy and we want to improve our financial situation as we lost a portion of our wealth immigrating ..."

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Sharon B, Bridgeman Downs

"I use EquitySmart nightly and it is great not to spend hours researching and looking over graphs as once you have set up your criteria EquitySmart will do it all for you and send an e-mail when a stop loss or buy signal is hit in the watch list or your portfolio, also the home screen notifies you as soon as you start the program. The program is great as being in the latter years and not a computer guru it is so easy to understand and use, the ..."

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Ron W, Walkerston

"I joined EquitySmart in June 2014 and since then I have not looked back. I find their software easy to use and it has given me great trades. Even on the days the market was falling I was able to find excellent opportunities. The support I get is also important to me, Jose made himself available to coach me and there is also a fortnightly webinar that keeps me focused. I am so happy with the results that I can now see my financial goals are very..."

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Rob K, Mudgeeraba

"I want to thank everyone at EquitySmart for the wonderful education and ongoing support you have given me. I have been actively trading for about 4 months now and just made my most significant gain yet. I realise, as you have often repeated, it is not the stock or my move, but the market timing and trend. In addition, by following your education, I have had very few losses and those have been very minimal. A lot of my friends are so afraid of the..."

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M Henry, Kayleen

"Can I also say how good EquitySmart is – a definite improvement on other programs. EquitySmart is much easier. Only including the initial bull signal for the scan reduces the overall scan results down to a much more manageable number. Once you have selected the stocks for the watchlist and set high/lows, then the watchlist itself is easy to view and maintain. I also like the way the portfolio is set out and how it shows clearly where your ..."

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Karen, Liverpool UK

"...with their understanding, perseverance, and the general follow-up with help, large problems became small. Courtesy, care and patience always present, nothing left unsolved...."

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Iris K, Prospect

"Overall, I think EquitySmart is magnificent. All the staff that I have had anything to do with regarding my problems from time to time, have been like yourself - the best there is. Thank You all so much again, I am truly grateful...."

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Lindsay H, Invermay Park

"I was an absolute trading novice when I purchased the EquitySmart programme, apart from severe losses through managed funds. I became determined to manage my money myself, and remain humbly committed to successful trading. There is much to learn, and Jose has been an excellent mentor with undying patience, running fortnightly helpful webinars, and ongoing help whenever needed. I nervously placed my first trade late October 2013. This took me ..."

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Sandra F, Croydon North

"This is just to thank EquitySmart for the webinars and confirm that they are most welcome and extremely important to keep improving our trading ability. Trading can be very disheartening without continued support. Most of the feedback we hear form friends tend to be on the negative in the long run! Once again thank you very much for your great support, the quality of the webinars is great and much appreciated...."

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Fred G, Wantirna