Investing advice is coming
Soon, you’ll be able to get expert-made portfolios recommended to you to help you reach your wealth-building goals.
An investment portfolio, designed for you
Get a ready-made portfolio of exchange-traded funds (ETFs) and managed funds recommended to you based on your investment timeframe, risk appetite, and values.
Whether you’re just starting to invest, or wanting to add a diversified core to your existing portfolio, a recommended portfolio could be for you.
Recommended Portfolios are not yet available. Portfolio displayed is a guide, not from a real customer. For informational purposes only.
Convenience baked in
Our recommended portfolios adjust over time, with yearly rebalancing, to help keep your investments aligned with your timeframe and risk appetite.
Transparent and diversified
We diversify your money across a wide range of countries, industries, and investment types—such as shares and bonds—to help spread risk.
Created by experts
Recommended portfolios are designed by in-house investment analysts.
Register your interest for Recommended Portfolios
Be one of the first to get access when advised Recommended Portfolios are available.
Now for the legal bit
You’re agreeing to receive occasional emails about Recommended Portfolios—you can unsubscribe at any time.
Registering your interest, or becoming a Sharesies investor, doesn’t guarantee that you'll be able to take part in the early access offer.
Sharesies Limited holds a Financial Advice Provider (FAP) licence issued by the Financial Markets Authority (FMA).
Currently, we only provide advice related to the Sharesies KiwiSaver Scheme (Scheme).
The Recommended Portfolios will be based on your answers, not any other factors, and funds in the portfolios will pay us a small commission when you invest.
We are not providing advice related to other financial products on our platform or outside of our platform. There may be further limitations—these will be outlined during the Recommended Portfolios process.
For information on our obligations when giving financial advice, our complaints process and our external dispute resolution scheme see our disclosure statement.