Client stories

Meet Robert Jenkins

Robert Jenkins, a seasoned Business Development Manager, reveals how Stockspot’s transparent, tailored approach helps secure his family’s financial future while simplifying investing.

I’ve been a professional Business Development Manager (BDM) for over 20 years, and like many people, I assumed my superannuation would be enough to retire comfortably. However, after crunching the numbers, it became clear that I would need an additional income stream in retirement. 

My financial journey really began after reading The Barefoot Investor, which opened my eyes to the need for better money management. Up until then, I was living paycheck to paycheck, spending on things that had no long-term value. It wasn’t until I got married that I started focusing on saving for a home deposit and building a more secure future for my family.

Why I Decided to Trust Stockspot with Our Investment Portfolio

When I began exploring investment opportunities, I was considering both Stockspot and another well-known company. What ultimately made me choose Stockspot was their strong reputation as an Australian company with excellent reviews. They took the time to tailor a portfolio that met my specific needs and provided a clear plan for how I could grow my investments. 

I appreciated the level of detail and transparency in their approach, which helped build my confidence in their service.

My Investing Experience

The signup process with Stockspot was rigorous but manageable, and that actually reassured me. When you’re trusting a company with your hard-earned money, you want to know they have solid checks and balances in place. 

So far, my experience has been excellent. I enjoy seeing which markets my money is invested in and watching it grow, even during periods of market volatility. 

I only wish I had started investing earlier and had access to financial education when I was younger. Now, with my wife finishing her studies, we plan to increase our investment with Stockspot, and I’m excited about what the future holds.

What I Like About Stockspot

“What I love most about Stockspot is the simplicity of their set-and-forget model.”

Stockspot invests in a variety of ETFs across different asset classes which allows for diversification – a great addition to the stocks I already invest in on my own. 

Being an Australian company, I feel more at ease with them. The returns are clearly shown, and I love knowing when dividends will be reinvested.

My Money Tips for Those Considering Investing with Stockspot

My biggest piece of advice is to start investing as early as possible—even small amounts add up over time. It’s also essential to have an emergency cash account, but after that, make sure your money is working for you. 

Find an investment strategy you trust and feel comfortable with because, at the end of the day, it’s your money. 

The sooner you start, the better positioned you’ll be when retirement comes around, and believe me, it arrives faster than you think!

Stockspot is Australia’s largest online investment adviser. We build you a smart, personalised investment portfolio using proven strategies to grow your wealth faster than leaving your money in the bank.

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