A great help for the “Do it yourself” investor.
Support good, information good. Investing for ones self can be very lonely with all the emotions involved so to gain confidence we need good information, good information and more good information.
We need that slight edge which AFR’s Helo can supply to research stocks. I use it in conjunction with simplywall.st and a charting program app Netdania.
This is not a tipping service but the bottom line, with work, Helo can help to give you that slight edge.
Waste of money
I joined the Australian Stock Report for 1 year. They promised me great advice and excellent service. I received poor advice with half the shares going up a little and the other half going down. They said to call us anytime which I did many times only to have the phone ring out. When I finally got through to them they said they were restructuring. I did not review my subscription.
What they promise is nothing like what they deliver. Save your money. Go elsewhere.
Extremely happy with the service
I have been a member of the Australian Stock Report and Macrovue services for some 6 months and have to say how happy I am with the level of customer service and support that I have received from the team. They have been attentive, patient and extremely supportive and follow up any queries I have. I cannot fault the level of service I have received. The Halo and Macrovue tools are great to use as a resource to initially research stocks and review your portfolio on an ongoing basis. Overall I have absolutely no regrets having made the commitment to the services and use them now as my go to tools for investing purposes.
- Verified customer
I had only excellent experiences
I dealt 2 years with one of their senior advisers and am very happy with them. for quite a few years I am
an "Amateur"investor and 2 years ago I found out that I was one. The excellent advice, careful looking after my portfolio, ringing me when something needs to be adjusted was what I was looking for
This is voluntary, unsolicited review.
Oscar Gottfried, Melbourne
- Verified customer
Fantastic Results and Communication
With the markets being so unpredictable over the past 12 months I have sought out many different financial services. I've been wary of using any financial services lately but with Australian Stock Report I’ve achieved results I could only dream of by myself. I love the way their HALO program showcases high level data in such an easy to read way and my adviser is always just a phone call away if I need any help
I don't know how I got on their list, but I have tried to unsubscribe multiple times.
Now, somehow I've been invited to a webinar, and am receiving multiple SMS reminders to attend from different numbers, so that I can't block them. There is no opt out link in the SMS, so it seems that I have no way of stopping them.
These are not legitimate marketing practices, and therefore I have concerns about their practices in general. Spam is just an annoying thing, but it's still not a great indication. I certainly wouldn't let them anywhere near money.
I made the mistake some months ago of registering for a webinar with these people, meaning they then had my contact details. I exited after 10 minutes when it was clear they were basically just conmen who had nothing useful to offer investors, either experienced ones or others. Of course it was not long before I received a phone call from a high pressure salesman. I still get spam and uninvited sms despite requesting my details be removed.
What they do is prey on the novice investor, on people's vulnerabilities by offering a 'solution' to ...
I signed up for a trial of the HALO product and found it to be severely lacking when compared to other similar products, as a result i asked for a refund and was given a severe run around, not until i threatened them with ASIC did i get my money back.. avoid at all costs.
reliable and easy to follow
Iv been with the Australian stock report since August last year and so far my portfolio is UP over 15%. I can't recommend these guys enough. To compared this to what I was getting from my financial adviser (who was charging me $8000 a year!) that saw my portfolio increase by 9% last financial year. I know it has not yet been a full year but I am very impressed with the results so far. Not many recommendations but that suit me just fine as I am not an overly active trader.
Very hard to get your money back after the Trial
I signed up for the Halo software and two newsletters and was told I could get my money back if I didn't want to continue.
When I I decided it was not useful to me, I asked for my money back in the cooling off period. Multiple calls and emails resulted in the following run-around:
"they wouldn't refund to credit card", "said they only refund on a Thursday", "said the guy who handles refunds has moved jobs" etc. Each time, I was shunted through the switchboard, and no one ever called back or emailed.
Finally got the Australian Financial Complaints Authority involved and my money was returned the next day.
Based on my experience, I wouldn't recommend them.
Waste of money - they can't pick a stock to save themselves
High pressure salesmen don't leave you alone until you sign. Paid $2500 and started doing dummy trades with their stock picks. Using around $100k base, first period would have lost $7000, the next was about $3000 loss, the last period I stopped tracking when it had lost a few thousand. I've had one stock tip sms in the last 2 or 3 months
Run a mile
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