Joshua Stega

I'm Joshua Stega, founder of ETFadviser, an Australian ETF research and subscription service designed to help self-directed investors make more informed investment decisions.

I've spent over 20 years working in financial advice, including roles at UBS Wealth Management. In 2013, I established my own financial advice business, and today I'm a financial adviser at JAS Wealth.

Over that time, I've watched Australia's ETF market grow from just a handful of products to more than 500 listed ETFs.

Buying an ETF has never been easier. Knowing which ETFs to own, when to buy and when to sell is considerably harder.

That's why I created ETFadviser.

ETFadviser — Three Membership Options

Not every investor needs the same level of research, so ETFadviser now offers three membership levels.

Free — $0

Free ETF market commentary, educational insights and selected highlights from our research. A starting point for investors wanting to learn more about ETFs.

Lite — $15 per month

Designed for investors who want to keep their ETF investing simple.

Members receive our Sunday Weekly ETF Brief, including:

• Market Health-O-Meter updates
• Core ETF ratings and insights
• Two or three investment themes and ETFs worth watching
• Access to our weekly live ETF Q&A

Lite is particularly suited to investors building portfolios under $50,000, although anyone can subscribe.

Complete — $40 per month

Our comprehensive ETF research service for investors who want deeper analysis, portfolio ideas and more active market insights.

Complete includes everything in Lite, plus:

• Our flagship Sunday ETF Intelligence Report
• Subscriber-only Wednesday market video
• Best Ideas Model Portfolio, built around core and satellite holdings
• ETF trade alerts and portfolio updates
• Detailed ETF research

Complete is particularly suited to investors with portfolios of $50,000 or more, or anyone wanting a more comprehensive research service.

Our Investment Methodology

My investment approach starts with a diversified, low-cost core ETF portfolio, complemented by selected satellite investments where opportunities emerge.

Our research combines fundamental analysis with technical methods, including Base and Trend and Volatility Contraction Patterns (VCPs), to identify ETFs showing improving price trends and potential entry opportunities.

Risk management is equally important. Our Market Health-O-Meter helps assess market conditions, while our research considers when reducing exposure or holding cash may be appropriate.

The aim isn't to chase every investment trend. It's to follow a disciplined, repeatable process.

Free ETF Research Tools

I also founded ReviewETF.com.au, a free resource that helps Australian investors research and compare ASX-listed ETFs, including their fees, holdings and investment exposures.

Qualifications

• Master of Taxation and Financial Planning
• Bachelor of Laws
• Bachelor of Business
• Advanced Diploma of Financial Services (Financial Planning)