All learn articles

Learn how to start investing—and develop your wealth for the long term—with our library of articles, videos, and podcasts.

244 articles

Investing Insights with Tony Alexander: Moving back into shares
Tony’s first survey of 2023 finds that investors are more optimistic about buying shares despite concerns about economic headwinds.
Published date,28 February 2023
2 min read
Investing Insights
What’s a dividend reinvestment plan?
A dividend reinvestment plan (DRP or DRIP) can make it cheaper and easier for you to grow an investment. But how does it work?
Published date,27 February 2023
5 min read
Explainers
Shared Lunch: Adverse Weather Events - an Insurer's Perspective
Dan Brunskill at BusinessDesk chats to Tower CEO Blair Turnbull about how New Zealand needs to adapt to climate change.
Published date,23 February 2023
1 min read
Shared Lunch
Shared Lunch: Property Reset
Dan Brunskill at BusinessDesk chats to independent economist Tony Alexander about housing. Is FOOP (Fear of over paying) the new FOMO in this years property reset?
Published date,16 February 2023
1 min read
Shared Lunch
Shared Lunch: Investing In Uncertain Times
Frances Cook from BusinessDesk chats to PIE Funds Founder and Chief Investment Officer Mike Taylor about making the most of investing in uncertain times.
Published date,9 February 2023
1 min read
Shared Lunch
Shared Lunch: What Investors Need To Know For 2023?
Frances Cook from BusinessDesk chats to ANZ Chief Economist Sharon Zollner, Business Journal Pattrick Smellie and Sharesies 3EO Leighton Roberts about economic headwinds and how to face and get ahead this year.
Published date,2 February 2023
1 min read
Shared Lunch
An investing checklist for the new year
The start of the year is a great time to do a “financial stocktake” and think about what kind of investing you’d like to do in the year ahead!
Published date,1 February 2023
4 min read
Build your Portfolio
Switching KiwiSaver providers? Read this first
Here are a few things you might want to think about before you switch KiwiSaver providers.
Published date,26 January 2023
5 min read
KiwiSaver
Invest, save, or KiwiSaver?
You’ve got options if you’re wanting to put some money aside—but which is the right option for you and your situation?
Published date,26 January 2023
5 min read
KiwiSaver
The Best of Shared Lunch
Frances Cook and Dan Brunskill from BusinessDesk chat through their favourite moments and memories from Shared Lunch 2022!
Published date,23 December 2022
1 min read
Shared Lunch
Shared Lunch: 2022 Review!
Brooke & Leighton Roberts, Brad Olsen from Infometrics and Dan Brunskill from BusinessDesk chat highlights, lowlights and more from 2022!
Published date,8 December 2022
1 min read
Shared Lunch
How does KiwiSaver work?
KiwiSaver can help you save for retirement or buy your first home. Let’s take a closer look at what it is and how it works.
Published date,7 December 2022
3 min read
KiwiSaver
Thinking about retirement
Retirement might look like it’s a long way off, but it’s still worth thinking about today. Let’s look at how NZ Super, KiwiSaver, and investing can help set you up for your golden years.
Published date,7 December 2022
3 min read
KiwiSaver
Shared Lunch: What's next for the social tech titans?
Dan Brunskill from BusinessDesk chats to Milford Asset Management Portfolio Manager Felix Fok about social media and what it might look like in the future.
Published date,1 December 2022
1 min read
Shared Lunch
Investing Insights with Tony Alexander: Sticking to a strategy
In November's survey, independent economist Tony Alexander finds that Kiwis seem content to tune out the noise and think long-term.
Published date,30 November 2022
2 min read
Investing Insights
Investor Journeys—Te Kahukura
Te Kahukura Boynton (Te Whakatōhea, Ngāti Kahungunu, Ngāi Tūhoe) is the creator of Māori Millionaire—a platform aimed at empowering Māori to become financially independent.
Published date,28 November 2022
3 min read
Investor Journeys
Shared Lunch wth Fletcher Building CEO Ross Taylor
Frances Cook sits down with Fletcher Building CEO Ross Taylor to chat about all things FBU, construction, decarbonisation and even a bit of cricket.
Published date,24 November 2022
1 min read
Shared Lunch
Shared Lunch with Infratil CEO Jason Boyes
Dan Brunskill from BusinessDesk chats to Infratil CEO Jason Boyes to hear about the company and what it means to ‘invest in ideas that matter’.
Published date,17 November 2022
1 min read
Shared Lunch
Shared Lunch: Passive Income Hacks
Frances Cook from BusinessDesk chats to Fisher Funds Head of Fixed Income David McLeish about some key forms of investing for passive income.
Published date,10 November 2022
1 min read
Shared Lunch
Shared Lunch: Mind Over Money with Dr Ayesha Scott
Frances Cook from BusinessDesk chats to Auckland University of Technology Finance Lecturer Dr Ayesha Scott about money personalities and more.
Published date,3 November 2022
1 min read
Shared Lunch
Investing Insights with Tony Alexander: Proceeding with caution
In October, Tony Alexander finds investors are taking a cautious approach amid widespread uncertainty, with more planning to park their money in savings.
Published date,1 November 2022
2 min read
Investing Insights
Shared Lunch: Inflation Nation with Brad Olsen
Dan Brunskill from BusinessDesk chats to Infometrics Principal Economist Brad Olsen about the economic mess causing inflation and what it means for us average Joe/Annes.
Published date,27 October 2022
1 min read
Shared Lunch
Shared Lunch with The Warehouse Group CFO Jonathan Oram
Dan Brunskill from BusinessDesk chats to the Warehouse Group CFO Jonathan Oram about supermarket shake-ups, Costco and the challenge of inflation.
Published date,20 October 2022
1 min read
Shared Lunch
Shared Lunch: ESG, Expectations vs Reality
Dan Brunskill from BusinessDesk chats to Dr Sebastian Gehricke from Otago University Climate and Energy Finance Group about ESG and the 'actual' impact it makes
Published date,13 October 2022
1 min read
Shared Lunch
Making managed funds manageable
A managed fund groups a bunch of investments together, providing easy diversification—but how does that differ from an exchange-traded fund (ETF)?
Published date,7 October 2022
5 min read
Explainers
Shared Lunch: Will green hydrogen save us?
Frances Cook at BusinessDesk chats to Concept Consulting Simon Coates and Meridian Energy Guy Waipara about hydrogen's crucial role in the global energy.
Published date,6 October 2022
1 min read
Shared Lunch
Shared Lunch: The Kiwi Dollar, down not out
Dan Brunskill at BusinessDesk sits down with Kiwibank's Chief Economist Jarrod Kerr to chat about the kiwi dollar. Will it ever get it's wings back?
Published date,29 September 2022
1 min read
Shared Lunch
Investing Insights with Tony Alexander: Homes are where the hearts are
In September’s report, Tony Alexander finds that interest in residential property exposure continues to grow, while investors ease up on share-buying plans.
Published date,29 September 2022
2 min read
Investing Insights
A short history of share market downturns
We look at some notable share market downturns and why it’s always important to look at the big picture (while not forgetting the finer details).
Published date,22 September 2022
6 min read
Explainers
Shared Lunch with Briscoe Group MD Rod Duke
Frances Cook at BusinessDesk chats to Briscoe Group MD Rod Duke about the retail world in 'interesting' times and his path to the top of the trade.
Published date,22 September 2022
1 min read
Shared Lunch
Shared Lunch: Investing with Te Ao Māori Values
Frances Cook at BusinessDesk chats to NZTE Investment Associate Tipene Kapa-Kingi about the Māori economy and investing with a Māori world view.
Published date,15 September 2022
1 min read
Shared Lunch
Exchange-traded funds (ETFs), explained
Exchange-traded funds (ETFs) are like the investing world’s bundle deal, so should you consider adding them to your Portfolio?
Published date,14 September 2022
4 min read
Explainers
Shared Lunch with NZ Windfarms Limited
Dan Brunskill at BusinessDesk chats to NZ Windfarms Limited CEO Warren Koia and Chair Craig Stobo about renewable energy, their big fans and their future plans.
Published date,8 September 2022
1 min read
Shared Lunch
Shared Lunch: Is Property Hot?
Dan Brunskill at BusinessDesk and independent economist Tony Alexander talk Kiwis' favourite subject: Property! Tune in as they chat what's hot and what's not.
Published date,1 September 2022
1 min read
Shared Lunch
Investing Insights with Tony Alexander: Is property making a comeback?
In August, independent economist Tony Alexander finds investors are stepping up their asset-buying plans, with residential property re-entering the mix.
Published date,31 August 2022
2 min read
Investing Insights
Shared Lunch with Spark CEO Jolie Hodson
Frances Cook at BusinessDesk and Spark CEO Jolie Hodson chat through, among other things, their full year results to be published on the 24th of August.
Published date,25 August 2022
1 min read
Shared Lunch
Investor Journeys—Stella
Stella Beck, Captain of the Tokomanawa Queens, shares how investing is helping her reach her short and long-term goals.
Published date,25 August 2022
3 min read
Investor Journeys
Shared Lunch: The Streaming Wars
Dan Brunskill at BusinessDesk and Miford Asset Management portfolio manager Felix Fok take a closer look at streaming and what it takes to be on top.
Published date,18 August 2022
1 min read
Shared Lunch
Shared Lunch with TradeWindow Chief Revenue Officer Andrew Balgarnie
Frances Cook (from BusinessDesk) talks to TradeWindow Chief Revenue Officer Andrew Balgarnie about how it's driving a change to improve global trade.
Published date,11 August 2022
1 min read
Shared Lunch
Shared Lunch with Te Ahumairangi Fund Founder Nicholas Bagnall
Pattrick Smellie (Managing Editor at BusinessDesk) joins Te Ahumairangi Fund Founder Nicholas Bagnall to chat through why he's a fan of slow and steady stocks.
Published date,4 August 2022
1 min read
Shared Lunch
Investing Insights with Tony Alexander: Down but not out
In July’s report, independent economist Tony Alexander finds investors are not discouraged by tough economic conditions, with most keen to keep investing.
Published date,28 July 2022
2 min read
Investing Insights
How should I invest when the market dips?
It can be hard to know what to do in a market dip. We look at some things to keep in mind when the market dips, and ways you can respond when you’re in one.
Published date,25 July 2022
6 min read
Market movements
Shared Lunch: The State of Travel & Tourism
Dan Brunskill (markets reporter at BusinessDesk) chats to independent economist Benje Patterson about our tourism sector.
Published date,21 July 2022
1 min read
Shared Lunch
Shared Lunch with Cannasouth CEO Mark Lucas
Frances Cook (Investments Editor at BusinessDesk) talks to Cannasouth CEO Mark Lucas about making medicinal cannabinoids and how the company is faring.
Published date,14 July 2022
1 min read
Shared Lunch
Investor Journeys—Dora and Jordan
We caught up with Jordan and his mum Dora about Kids Accounts and why talking about investing is a fun way to learn together.
Published date,11 July 2022
4 min read
Investor Journeys
Nine questions about bear markets, answered
Greg Fleming, Head of Global Diversified Funds at Salt Funds Management, shares his views on bear markets.
Published date,8 July 2022
3 min read
Market news
Shared Lunch: Construction Industry 101
Frances Cook (Investments Editor at BusinessDesk) talks to Gareth Kiernan, the chief forecaster at Infometrics about the construction industry.
Published date,7 July 2022
1 min read
Shared Lunch
Investing Insights with Tony Alexander: Investors are more cautious
In June's report, independent economist Tony Alexander finds that while pulling back, investors are reshuffling portfolios rather than selling.
Published date,30 June 2022
2 min read
Investing Insights
Shared Lunch with Fisher & Paykel Healthcare CFO Lyndal York
This week, Dan Brunskill (Markets Reporter at BusinessDesk) sits down with Fisher & Paykel Healthcare CFO, Lyndal York.
Published date,30 June 2022
1 min read
Shared Lunch
Shared Lunch: Bear Markets 101
Dan Brunskill (Markets Reporter at BusinessDesk) and Greg Fleming from Salt Funds Management talk about bear markets.
Published date,23 June 2022
1 min read
Shared Lunch
Shared Lunch with Meridian Energy CFO Mike Roan
Frances Cook (Investments Editor at BusinessDesk) talked with Mike Roan, the CFO of Meridian Energy.
Published date,16 June 2022
1 min read
Shared Lunch
Shared Lunch: Supermarkets 101
Dan Brunskill (markets reporter at BusinessDesk) talks to Will Curtayne, portfolio manager at Milford Asset Management about the supermarket sector.
Published date,9 June 2022
1 min read
Shared Lunch
Shared Lunch with Channel Infrastructure CEO Naomi James
BusinessDesk's investments editor Farnces Cook leads a discussion with Channel Infrastructure CEO Naomi James.
Published date,2 June 2022
1 min read
Shared Lunch
Investing Insights with Tony Alexander: Resilience
During May 2022, independent economist Tony Alexander finds investors are focusing on building long-term wealth, in spite of a worsening global outlook.
Published date,31 May 2022
2 min read
Investing Insights
Understanding governance: unpicking the G in ESG
Environmental and social issues often steal the spotlight from the G in ESG—yet poor corporate governance can be a big red flag to investors.
Published date,27 May 2022
4 min read
Market news
Shared Lunch: State of the Economy
This week, Dan Brunskill (Markets Reporter at BusinessDesk) sat down with Miles Workman, senior economist at ANZ to chat about the economy—rising inflation, higher interest rates, supply chain issues, market volatility and the NZ Budget.
Published date,26 May 2022
1 min read
Shared Lunch
Hayden Munro: Budget 2022 recap
Political commentator Hayden Munro gives his take on what Budget 2022 means for the New Zealand economy.
Published date,20 May 2022
6 min read
Guest post
Shared Lunch with Port of Tauranga CEO Leonard Sampson
Frances Cook (Investments Editor at BusinessDesk) sat down with CEO Leonard Sampson to discuss Port of Tauranga, New Zealand's largest port.
Published date,19 May 2022
1 min read
Shared Lunch
Shared Lunch: Renewable Energy 101
Dan Brunskill (Markets Reporter, BusinessDesk) talked to Dr Mark Diesendorf (UNSW Sydney) about renewable energy.
Published date,12 May 2022
1 min read
Shared Lunch
Behind the scenes: Sharesies’ process for NZ investments
Let’s dive into what happens when you place a buy or sell order for companies and exchange-traded funds listed on the New Zealand Stock Exchange with Sharesies.
Published date,9 May 2022
4 min read
Explainers
Behind the scenes: Sharesies’ process for managed funds
Let’s look at what happens when you place a buy or sell order for managed funds with Sharesies.
Published date,9 May 2022
3 min read
Explainers
Shared Lunch with Auckland International Airport CEO Carrie Hurihanganui
This week Frances Cook (Investments Editor at BusinessDesk) sat down with Auckland International CEO Carrie Hurihanganui.
Published date,5 May 2022
1 min read
Shared Lunch
How does the global economy affect investing?
In a super-connected world, it’s inevitable that global events can impact your investment portfolio right here in New Zealand. Let's look at some examples.
Published date,3 May 2022
5 min read
Explainers
Structuring your investment portfolio for a market dip
It’s impossible to say exactly when or how far a share market might dip—so it’s helpful to consider structuring your portfolio to weather a market dip.
Published date,2 May 2022
4 min read
Build your Portfolio
Investing Insights with Tony Alexander: A steady hand in uncertain times
In the fourth of our monthly series, independent economist Tony Alexander finds that despite challenges on all fronts, investors are sticking to their plan.
Published date,28 April 2022
3 min read
Investing Insights
What do market dips mean for Kids Accounts?
If you’re investing for a kid’s future over the long term, you may experience a share market dip at some point along the way.
Published date,28 April 2022
3 min read
Market movements
Shared Lunch: Artificial Intelligence 101
This week, Dan Brunskill (Markets Reporter at BusinessDesk) sat down with Dr Mahsa Mohaghegh from the Auckland University of Technology.
Published date,28 April 2022
1 min read
Shared Lunch
Shared Lunch with Radius Care CEO Andrew Peskett
Frances Cook (Investments Editor at BusinessDesk) sat down with Radius Care CEO Andrew Peskett and discussed the aged care sector.
Published date,21 April 2022
1 min read
Shared Lunch
Shared Lunch: Rights Offers Explained
This week, Frances Cook (Investments Editor at BusinessDesk) and Chapman Tripp Senior Associate Philip Ascroft discuss everything to do with rights offers and capital raises.
Published date,20 April 2022
1 min read
Shared Lunch
Investor Journeys—Aryan
Aryan shares how having a Sharesies Kids Account and talking to his dad regularly about money has helped him feel confident about investing on his own.
Published date,8 April 2022
3 min read
Investor Journeys
Shared Lunch with Rakon Limited CEO Sinan Altug
This week on Shared Lunch, Frances Cook (Investments Editor at BusinessDesk) sat down with Rakon Limited CEO Sinan Altug.
Published date,8 April 2022
1 min read
Shared Lunch
The Happy Saver: Why invest for kids?
Ruth, the personal finance writer behind The Happy Saver, shares her experience teaching her daughter about investing and why it’s important to invest for kids.
Published date,6 April 2022
4 min read
Guest post
The Happy Saver: How to get kids engaged with investing
Ruth, the personal finance writer behind The Happy Saver shares her tips for getting kids—from toddlers to teens—more engaged with investing.
Published date,6 April 2022
5 min read
Guest post
Shared Lunch: a metaverse deep dive with Greg Cross
Dan Brunskill (Markets reporter at BusinessDesk) sits down with Greg Cross from Soul Machines to peer deep into the metaverse.
Published date,4 April 2022
1 min read
Shared Lunch
Investing Insights with Tony Alexander: Looking beyond market volatility
In the third of our monthly series, independent economist Tony Alexander finds investors are holding steady despite challenges on all fronts.
Published date,31 March 2022
2 min read
Investing Insights
Investor Journeys—Sam
Sam shares how having a Sharesies Kids Account helped him feel comfortable about investing, and why he’d like to be financially independent by the age of 30.
Published date,28 March 2022
4 min read
Investor Journeys
Shared Lunch with Winton Land Limited CEO Chris Meehan
This week on Shared Lunch, Frances Cook (Investments Editor at BusinessDesk) sat down with Winton Land Limited CEO Chris Meehan.
Published date,25 March 2022
1 min read
Shared Lunch
Shared Lunch: NZX Deep Dive
This week, Dan Brunskill (Markets Reporter at BusinessDesk) sat down with NZX Limited’s CEO Mark Peterson.
Published date,18 March 2022
1 min read
Shared Lunch
Shared Lunch with Contact Energy CEO Mike Fuge
This week on Shared Lunch, Frances Cook (Investments Editor at BusinessDesk) sits down with Contact Energy CEO Mike Fuge.
Published date,10 March 2022
1 min read
Shared Lunch
What’s capital, and why does it matter?
Capital is one of the core ideas of investing. It’s one of the reasons why we, as investors, have investment opportunities available to us.
Published date,7 March 2022
3 min read
Explainers
Investing Insights with Tony Alexander: Cautious optimism
In the second of our monthly series, independent economist Tony Alexander finds investor confidence continues to wane, but there are still bright spots.
Published date,28 February 2022
3 min read
Investing Insights
Investor Journeys—Aleisha
The Deputy Mayor, and mother of two, shares how her family’s commitment to reducing waste led her to learn about investing and getting ahead financially.
Published date,28 February 2022
5 min read
Investor Journeys
What’s dollar-cost averaging?
Dollar-cost averaging is when you regularly invest the same amount in a particular investment. Let’s take a closer look at what it is and how it works.
Published date,23 February 2022
3 min read
Investing basics
Five emotional biases to avoid in investing
One thing we talk about a lot is how investing isn’t all about dollars and cents. In reality, it can be an emotional thing.
Published date,23 February 2022
7 min read
Build your Portfolio
What’s an investment horizon?
An investment horizon is the length of time you plan to leave your money invested for. We look at how to determine an investment horizon, and what to use it for
Published date,23 February 2022
3 min read
Investing basics
Rights offers: what you need to know
Rights offers are one way that companies raise money. Let’s look at how they work, what they mean for investors, and how to decide whether to take part in one.
Published date,22 February 2022
7 min read
Explainers
Investing Insights with Tony Alexander: Changing investment choices
In this new monthly series, independent economist Tony Alexander gives you insight into how Kiwis are managing their personal wealth.
Published date,3 February 2022
3 min read
Investing Insights
Barry Coates: Being mindful about the impact of our money
In Part 2 of this series, Barry Coates dives into the difference between ESG risk management and impact investing.
Published date,27 January 2022
4 min read
Guest post
Top resources to start investing in 2022
Keen to learn more about investing but not sure where to start? We’ve pulled together a list of resources for taking the first steps on your learning journey.
Published date,20 January 2022
2 min read
Investing basics
How to compare funds tracking the same index
Let’s look at the differences between exchange-traded funds (ETFs) that track the same index, and how you might choose one to invest in.
Published date,12 January 2022
4 min read
Build your Portfolio
What is value investing?
Let’s look at what value investing is, some ways to estimate the value of a company, and things to consider if you’re using this strategy.
Published date,21 December 2021
6 min read
Explainers
Investor Journeys—Chris & Anne
Chris and Anne share how their combined knowledge of investing is helping fund their daily lives and future retirement.
Published date,21 December 2021
4 min read
Investor Journeys
Investor Journeys—Alexx
Alexx shares why she started investing, how it’s helping her live the life she wants, and what’s driving her to build her investment portfolio for the future.
Published date,20 December 2021
4 min read
Investor Journeys
An intro to cryptocurrency
Let’s cover what you might consider if you’re looking to buy and hold crypto—like Bitcoin, Ethereum, and thousands of others—and the different ways to do it.
Published date,16 December 2021
3 min read
Explainers
Why invest?
There are lots of different reasons why people invest. It can be personal, and is often tied to your wider life and financial situation.
Published date,8 December 2021
3 min read
Explainers
Investor Journeys—Michaela
When Michaela isn’t learning how to save lives or hiking mountains with her cat, Pepper, she’s thinking of ways to grow her wealth using Sharesies.
Published date,25 November 2021
4 min read
Investor Journeys
Investor Journeys—Mat
In between building his hot sauce empire, perfecting his recipes, and teaching kids how to play the drums, Mat is working on becoming a confident investor.
Published date,25 November 2021
4 min read
Investor Journeys
Investor Journeys—Maddy
Maddy shares how receiving a $50 Sharesies Gift on her 27th birthday got her started on her investing journey, and how it’s since become a habit and a thrill.
Published date,5 November 2021
3 min read
Investor Journeys
Little gift, big impact
Looking for a gift with big impact? Help a kid in your life take the first step on a life-long investing journey with a Kids Account or Sharesies Gift.
Published date,5 November 2021
3 min read
Kids
How to review your investment portfolio
We cover the steps you need to take to review your investment portfolio and check it’s still on track to achieve your goals.
Published date,28 October 2021
5 min read
Build your Portfolio
Investor Journeys—Neal and Tahni
Neal (39) and Tahni (32) share how investing has helped them get ahead and their plans to give their son a head start.
Published date,27 October 2021
4 min read
Investor Journeys
Investor Journeys—Luigi
Luigi shares how his investing strategy has changed since he first started in the 1980s, and why he’s helping his grandchildren learn about investing too.
Published date,19 October 2021
4 min read
Investor Journeys
How (and why) does a company ‘go public’?
In this blog, we’ll look at why a company would want to ‘go public’ and the different ways it can list on an exchange..
Published date,28 September 2021
7 min read
Explainers
Investor Journeys—Kevin
We chat with 28-year-old Kevin about why he started investing, why he’s made investing a habit, and how his hard-earned money is now working hard for him!
Published date,27 September 2021
4 min read
Investor Journeys
Raising capital: debt vs. equity
We cover the differences between debt and equity for companies listed on an exchange (publicly listed companies), and what they mean for investors.
Published date,26 September 2021
7 min read
Explainers
Investor Journeys—Rory
Rory left the marine scientist life behind to become a stay-at-home dad. He shares what he enjoys about investing and how his strategy has changed over time.
Published date,7 September 2021
4 min read
Investor Journeys
The easy investing strategy you didn’t know about
Who knew setting-and-forgetting counts as an investing strategy? We cover what this strategy involves, and how it can help you reach your financial goals.
Published date,31 August 2021
3 min read
Build your Portfolio
What is a P/E ratio and why does it matter?
The price-to earnings ratio (P/E ratio) is a valuation tool investors use to help determine if an investment is overvalued (expensive) or undervalued (cheap).
Published date,19 August 2021
7 min read
Explainers
Barry Coates: Investing smart, investing ethically
In this series, Barry Coates, founder and CEO of Mindful Money, shares his knowledge of ethical investing.
Published date,13 August 2021
6 min read
Guest post
Why invest in Australian shares?
Why invest in Australian shares? What makes it different from investing in shares in New Zealand or the US?
Published date,12 August 2021
3 min read
Build your Portfolio
Q&A: Temuera Hall from TAHITO
We chatted to TAHITO co-founder and Managing Director, Temuera Hall, to find out more about the TAHITO Te Tai o Rehua (Trans-Tasman) Fund (TAHITO)..
Published date,4 August 2021
5 min read
Q&A
What are unsystematic risks?
Risk is one of the most important things to understand about investing. Unsystematic risks are risks that are specific to a company or industry.
Published date,28 July 2021
4 min read
Explainers
What’s an ADR?
In this blog, we’ll look at what ADRs are, how they work, and how they differ from investing in companies that are directly listed on a US exchange.
Published date,19 July 2021
5 min read
Explainers
An introduction to corporate actions
Dividends, share purchase plans, acquisitions, and more! We explain a few of the most common corporate actions, and what they mean for your investments.
Published date,25 June 2021
4 min read
Explainers
A deep dive into investment liquidity
Let’s open the floodgates on liquidity—what it is, what it’s determined by, and its associated risks. Full steam ahead!
Published date,13 June 2021
6 min read
Explainers
What happens when a company delists?
Let’s look at what a delisted company is, why it might delist, and what it means for you if one of your investments is delisted.
Published date,10 June 2021
7 min read
Explainers
Behind the scenes: Sharesies’ process for Australian investments
We’re giving you a peek behind the curtain! Read about what happens behind the scenes when you place an order for Australian shares.
Published date,19 April 2021
4 min read
Explainers
What’s a penny stock?
Let’s take a look at what penny stocks are, why people invest in them, and the risks of investing in them.
Published date,11 April 2021
4 min read
Explainers
What’s a dual-listed company?
Some public companies are ‘dual listed’. This post explains why companies dual list and what it means for you as an investor.
Published date,30 March 2021
3 min read
Explainers
What Australian shares are available on Sharesies?
We look at the history of the Australian Securities Exchange (ASX) and explain what Australian shares you can access through Sharesies.
Published date,10 March 2021
2 min read
Build your Portfolio
How an index fund works
Index funds are investments that try to match the performance of an index. But what does this mean in practice?
Published date,20 December 2020
4 min read
Explainers
Q&A: New Zealand Rural Land Co.’s initial public offering (IPO)
To find out more about NZRLC and its IPO, we had a chat with Rob Campbell, Chair of NZRLC, and Richard Milsom, Director of NZ Rural Land Management (NZRLM).
Published date,24 November 2020
3 min read
Q&A
Annual reports: What they can tell you about a company
Companies need to share lots of info with investors—it’s part of the deal when listing on an exchange. One way they do this is by releasing annual reports.
Published date,24 November 2020
5 min read
Explainers
Investor Journeys—Bjana Young
Bjana, a 25-year-old foodie, chats to us about investing, food, and goals—some of our favourite things at Sharesies!
Published date,23 November 2020
3 min read
Investor Journeys
A deep dive into foreign exchange
Foreign exchange—the concept of buying and selling foreign currency—is a major factor when you’re investing overseas.
Published date,23 October 2020
5 min read
Explainers
Oliver Mander: Investing in NZ’s tourism sector
In his latest deep dive into key New Zealand industries, business consultant and financial columnist Oliver Mander examines how New Zealand’s tourism sector is adapting to the sharp decline in international visitors—and what this means for investors.
Published date,14 October 2020
12 min read
Build your Portfolio
What’s an IPO? How an initial public offering works
An initial public offering (IPO) is a process that a company goes through to become ‘listed’ on an exchange so investors—like you!—can buy and sell its shares.
Published date,6 October 2020
6 min read
Explainers
Behind the scenes: Sharesies’ process for US investments
You’ve placed your first order for US shares. But did you wonder what happens behind the scenes to turn your US dollars into investments in your Portfolio?
Published date,30 September 2020
4 min read
Explainers
Peter Griffin: What you need to know about soaring tech stock prices
Peter Griffin takes a look at how tech stocks have led the market’s recovery at a scale and speed few economists predicted.
Published date,23 September 2020
7 min read
Build your Portfolio
How to choose which US companies and funds to invest in
The process you might go through to choose a US investment is really similar to choosing an NZ investment—you’ve just got more options to choose from!
Published date,15 September 2020
5 min read
Build your Portfolio
Investing in the US share market from New Zealand
Let's take a look at the key things to know about when you invest in US shares from NZ like liquidity, opening hours, and currency movements.
Published date,31 August 2020
4 min read
Build your Portfolio
Oliver Mander: Investing in New Zealand’s healthcare sector
Oliver Mander examines New Zealand’s health spending, and checks how NZX-listed healthcare companies are doing during the COVID-19 outbreak.
Published date,20 August 2020
7 min read
Build your Portfolio
Oliver Mander: Investing in New Zealand’s energy sector
Diving deep into New Zealand’s energy sector, Oliver Mander examines what the Tiwai Point closure means for investors—and for New Zealand.
Published date,31 July 2020
8 min read
Build your Portfolio
The Happy Saver: A getting started guide for kids and money
In Part 3 of this series, Ruth from The Happy Saver blog and podcast shares her guide to getting started with kids and money.
Published date,23 July 2020
6 min read
Kids
The Happy Saver: How to get kids more involved with money
In Part 2 of this series, Ruth from The Happy Saver blog and podcast shares how to get kids more involved with money—from pocket money to investing.
Published date,8 July 2020
7 min read
Kids
The Happy Saver: How to talk to kids about money
In Part 1 of this series, Ruth from The Happy Saver blog and podcast shares her tips and tricks for how to talk to kids about money.
Published date,29 June 2020
6 min read
Kids
What US shares are available on Sharesies?
Let’s look at the US share market and what US shares you’re able to invest in on Sharesies.
Published date,21 June 2020
4 min read
Build your Portfolio
Behind the scenes: Unit prices for managed funds
We cover how unit prices work for managed funds, and why the price you see when you place an order will be different to the price you end up buying or selling at.
Published date,4 June 2020
3 min read
Explainers
Investor Journeys—Kaye-Maree Dunn
We had a chat with Kaye-Maree, one of Sharesies customers, about how her and her whānau are now empowered investors!
Published date,28 May 2020
3 min read
Investor Journeys
David Slack: Our future, coming ready or not
In Part 3 of this series, we’re getting Auckland-based columnist, author, and speechwriter David Slack to deep-dive into the New Zealand economy—sharing stories from the past, and exploring possibilities for the future.
Published date,26 May 2020
7 min read
Guest post
David Slack: In a time of broken supply chains—doing it for ourselves
In Part 2 of this series, we’re getting Auckland-based columnist, author, and speechwriter David Slack to deep-dive into the New Zealand economy—sharing stories from the past, and exploring possibilities for the future.
Published date,13 May 2020
6 min read
Guest post
How to manage your finances in a time of uncertainty
In times of uncertainty, what might you consider when it comes to your finances? We take a look at emergency funds, investments, mortgages, and more!
Published date,10 May 2020
5 min read
Explainers
David Slack: A brief history of economic self-sufficiency in New Zealand
In this series, David Slack to deep-dives into the New Zealand economy—sharing stories from the past, and exploring possibilities for the future.
Published date,5 May 2020
7 min read
Guest post
Behind the scenes: Share prices for companies and exchange-traded funds (ETFs)
Let’s take a look at how share prices work for companies and exchange-traded funds (ETFs).
Published date,8 April 2020
5 min read
Explainers
Investor Journeys—Emiliano Couto
We spoke with Emiliano about how he began investing, what his motivations were, and how he fits it in between being a father and part-time Uber driver.
Published date,2 April 2020
3 min read
Investor Journeys
“Buy low, sell high”: investing myth?
“Buy low, sell high” is technically true, but it’s a bit of a blunt instrument—let's look at some other things to think about when you’re investing.
Published date,26 March 2020
4 min read
Explainers
Investor Journeys—Hannah Heskett
We caught up with Hannah to talk about all things investing. We chat about selling her business, learning about investing, and her top tips for getting started.
Published date,19 March 2020
4 min read
Investor Journeys
A Q&A with four wāhine about money
For International Women’s Day 2020, we had a kōrero with four wāhine about financial empowerment, experiences, and the best money advice they’ve ever got!
Published date,7 March 2020
10 min read
Build your Portfolio
Investor Journeys—Bridie O'Leary
We caught up with Bridie O’Leary to chat about her attitude towards money, and how she became an investor!
Published date,2 March 2020
5 min read
Investor Journeys
Investor Journeys—Milan Kruger
Milan shares why he started investing, what he invests towards, and how he manages money with his wife Ina Mari.
Published date,11 February 2020
4 min read
Investor Journeys
Investor Journeys—Seanie Hamilton
We chat with Seanie, a midwife from Auckland about her experiences with investing, her change in attitude towards money, and what’s on her reading list.
Published date,28 January 2020
4 min read
Investor Journeys
What are interest rates and why should I care?
What’s an interest rate? What does it mean when interest rates are low? And how are interest rates related to the official cash rate? We explain!
Published date,22 January 2020
5 min read
Explainers
Investor Journeys—Harley Neville
Harley is a film and television freelancer living in Auckland. We chat with him about how investing is helping him chase his filmmaking dreams.
Published date,14 January 2020
6 min read
Investor Journeys
A quick look at investing overseas
Why invest in overseas investments? And if you are going to invest overseas, what’s the difference between Australia and the USA, or Europe and China?
Published date,5 December 2019
4 min read
Build your Portfolio
Investor Journeys—Aden and Thomas
We chat with young couple Aden and Thomas about their investing journey so far, managing money in a relationship, and buying their first home!
Published date,2 December 2019
6 min read
Investor Journeys
Investor Journeys—Julia Jones
We had a chat with Julia, a Sharesies investor who’s determined to improve her family’s relationship with money, one Kids Account at a time.
Published date,22 November 2019
6 min read
Investor Journeys
Why invest in New Zealand?
When you invest in a New Zealand company, you’re giving that company the ability to invest in its own growth.
Published date,18 November 2019
4 min read
Build your Portfolio
Investing ethically: it’s up to you
Investors are no longer making decisions solely on a financial basis. We explain how to invest ethically, and what to look for when you’re investing ethically.
Published date,11 November 2019
5 min read
Build your Portfolio
Investor Journeys—Te Rimene Workman
Te Rimene is a final year Law and Commerce student. We had a chat with him about growing his investments as a uni student, and investing with his mates!
Published date,4 November 2019
4 min read
Investor Journeys
How to invest online
Sharesies’ essential guide to investing online. We explain how to buy shares, why you might want to invest online, and what investments are available.
Published date,30 October 2019
15 min read
Build your Portfolio
The cast of characters in a company
We explain the roles and responsibilities of people in a listed company—the board of directors, chiefs, auditors, and more!
Published date,30 October 2019
4 min read
Explainers
Turning seeds into forests with compound returns
Compound returns are a great reason to invest, especially if you have a long time horizon. We explain what compound returns are and how to get them.
Published date,24 October 2019
5 min read
Explainers
Investor Journeys—Rhoville Natividad
We chatted with Rhoville, an investor from Christchurch about the ups and downs of investing, putting money aside every payday, and learning from your mistakes.
Published date,13 October 2019
4 min read
Investor Journeys
What is the Official Cash Rate (OCR)?
You may have heard the term 'Official Cash Rate (OCR)'—but what does it actually mean? We explain what the OCR is, and what impact it has on everyday Kiwis.
Published date,8 October 2019
5 min read
Explainers
Who owns the investments I have through Sharesies? (Hint: you do!)
Wondering about who looks after your money and investments? Find out more about Sharesies’ custodial service, and how we keep your money and investments safe.
Published date,30 September 2019
4 min read
Explainers
Investor Journeys—Jordan Ritson
Jordan Ritson is a young business owner from Wellington who used his investments to open his own HELL Pizza caravan in Levin! Here’s Jordan’s journey.
Published date,24 September 2019
4 min read
Investor Journeys
Investing myths: “Don’t invest what you can’t afford to lose”
A common investing phrase you might’ve heard is 'don’t invest money that you can’t afford to lose'. But is it actually good advice?
Published date,19 September 2019
4 min read
Build your Portfolio
Investor Journeys—Laura Ferreira
We had a chat with Laura, a keen traveller from England, about her investing journey so far, and how her investment portfolio has grown and changed over time.
Published date,5 September 2019
5 min read
Investor Journeys
What’s a blue chip?
We explain what a blue chip is, why people invest in blue chips, and what tradeoffs you make when you invest in them.
Published date,3 September 2019
5 min read
Explainers
Investor Journeys—Jesse Cleave
We chatted with Jesse—a business owner, husband, and father from Auckland—about investing for his kids, and how he's seen investing change over the years!
Published date,26 August 2019
3 min read
Investor Journeys
Due diligence: a fancy word for doing your homework
Due diligence can help you make a more informed decision when you go to invest. We explain what due diligence is, and how you might do it!
Published date,22 August 2019
5 min read
Explainers
Napier Port: shares, IPOs, and becoming a listed company!
On August 20 2019, Napier Port Holdings listed on the NZX, giving people an opportunity to invest in it! And it all started with an IPO.
Published date,20 August 2019
4 min read
News
Some investment strategies to get you started
We explain a few of the most common investment strategies—including dollar-cost averaging and fundamental analysis.
Published date,13 August 2019
6 min read
Build your Portfolio
Helpful terms for comparing companies
So, you want to invest in individual companies—but how do you choose which ones to invest in? Understanding these terms will help you decide!
Published date,5 August 2019
6 min read
Explainers
Investor Journeys—Susannah Batley
Susannah Batley first started investing as a uni student. She shared with us her key investment learnings so far, and how she chooses what to invest in.
Published date,4 August 2019
6 min read
Investor Journeys
Helpful terms for investing in companies
There’s a lot of jargon in the investing world! We explain a bunch of bigger-picture investing terms like dividends, IPOs, an exchange, and more!
Published date,4 August 2019
5 min read
Explainers
How to build your own investment portfolio
How do you mix and match companies, exchange-traded funds, and managed funds together to build a portfolio?
Published date,10 July 2019
4 min read
Build your Portfolio
How to choose a company to invest in
Not sure which companies to invest in? Here’s our step-by-step guide on the key things to look at when you’re trying to choose a company.
Published date,4 July 2019
5 min read
Build your Portfolio
Are companies riskier than managed funds and ETFs?
All investing has risk—but are some investments riskier than others? We explore if investing in companies is risky, and share some tips for managing that risk.
Published date,30 June 2019
3 min read
Build your Portfolio
Why invest in companies?
We look at some reasons why people invest in individual companies—more choice, more control, and more involvement as a shareholder!
Published date,23 June 2019
4 min read
Build your Portfolio
What does it mean to be an investor?
We take a look at where shares come from, what it means to buy shares, and how investing can help shape what the world looks like in the future.
Published date,12 June 2019
4 min read
Explainers
Investor Journeys—Israel Dagg
We chat with Sharesies investor and former All Black Israel Dagg about his investment portfolio, learning as you go, and the value of talking about money.
Published date,10 June 2019
5 min read
Investor Journeys
Investor Journeys—Renae Williams
Renae is one of Sharesies’ very own Customer Associates. She began investing as a student, and used the money to go on her first big overseas adventure.
Published date,6 June 2019
4 min read
Investor Journeys
Before you start investing
We share our top tips on how to make a plan before you start investing so you’re in the best position to grow your Portfolio over time.
Published date,4 June 2019
4 min read
Build your Portfolio
Investor Journeys—Justin Lester
We kōrero with former Wellington Mayor Justin Lester about his relationship with money, the wonders of compound interest, and preparing for his family’s future!
Published date,23 May 2019
3 min read
Investor Journeys
Five beginner investor mistakes—and how to avoid them!
If you’ve just started your investment journey, you’re bound to make a few mistakes. Let’s look at five common ones—and our top tips to avoid them.
Published date,8 May 2019
7 min read
Investing basics
Investor Journeys—Joe Cunningham
We had a chat with Joe Cunningham, a young apprentice living in Auckland, about how he fits investing into his budget, and how he makes his money work for him.
Published date,6 May 2019
4 min read
Investor Journeys
Is it too late to start investing?
When you read about investment horizons, you might think long-term investing is just for young people. But investing’s for everyone, no matter your age.
Published date,17 April 2019
4 min read
Explainers
Investor Journeys—Theresa Gattung
Theresa Gattung is a New Zealand businessperson, author, and philanthropist. We had a chat with her about money, and what she looks for in an investment.
Published date,17 April 2019
5 min read
Investor Journeys
How to make a budget
Here are five simple steps to make a budget that helps you control your spending, saving, and investing, and prioritise money for the things you care about.
Published date,10 April 2019
5 min read
Explainers
Investor Journeys—Jacinta Gulasekharam
We chat to Jacinta, a young entrepreneur in Wellington, about the taboo of talking about money, learning by doing, and financial independence as a young woman.
Published date,8 April 2019
6 min read
Investor Journeys
What’s the deal with inflation?
Let’s take a look at inflation, how it affects your buying power, and how investing for the long term can help you beat it.
Published date,3 April 2019
4 min read
Explainers
It’s time for a check up
Let’s get ready to revisit your New Year investment goals. We'll check how you’re tracking, and look at how you can make adjustments (if you need to).
Published date,28 March 2019
4 min read
Build your Portfolio
Investor Journeys—Beauden Barrett
Beauden Barrett, professional rugby player and Sharesies investor, shares his how he’s building his investment portfolio to set him up for the future.
Published date,24 March 2019
4 min read
Investor Journeys
Investor Journeys—Jessie Wong
We chat to Jessie Wong, founder and director of Yu Mei. She shares her first time investing story and her tips for investing while running your own business.
Published date,12 March 2019
3 min read
Investor Journeys
Why invest for the long term?
At Sharesies, we encourage investing affordable, regular amounts over a long time period. But what are the actual benefits of investing long-term? We explain.
Published date,6 March 2019
4 min read
Explainers
Investor Journeys—Simon
Simon is a software engineer and investor from Wellington. We chat about his first time investing, and his involvement in the NZ Shareholders’ Association.
Published date,25 February 2019
4 min read
Investor Journeys
How much should I invest?
When figuring out how much money to invest, ask yourself when you’ll need the money and how much you can afford. Letʻs look at how to answer these questions.
Published date,21 February 2019
5 min read
Investing basics
Investor Journeys—Dane Vickers
Dane grew up on a dairy farm in Ngahinapouri, and since graduating university and finding full-time work, has started his investing journey!
Published date,12 February 2019
3 min read
Investor Journeys
The different dimensions of diversification
Let’s look at the different dimensions of diversification, and some different ways you might add a dash of diversity to your investment portfolio.
Published date,7 February 2019
5 min read
Build your Portfolio
Ticking boxes on your financial checklist
The start of the year is a great time to take stock of your financial health—from sorting out your KiwiSaver to setting up an emergency fund.
Published date,31 January 2019
5 min read
Explainers
Investor Journeys—Peti Morgan
Peti Morgan, founder of the blog The Leveraged Mama, shares her investing story, and what it was like getting her daughter investing with a Kids Account.
Published date,29 January 2019
6 min read
Investor Journeys
Investor Journeys—Andrew Ritchie
Andrew Ritchie, a marathon running, independent consultant from Auckland is investing to go to the Olympics! He shares his first-time investing story.
Published date,17 January 2019
5 min read
Investor Journeys
Investor Journeys—Arlo and Theo
Theo and Arlo are first-time investors. They share how they got started, and their tips for those thinking they’re too young to give it a go.
Published date,20 December 2018
5 min read
Investor Journeys
Why you should set investment goals
Whether you’re investing towards retirement, a wedding, your first house, or something else entirely, goal-setting can take your investing to the next level.
Published date,19 December 2018
4 min read
Investing basics
Managing those holiday expenses
It can be tempting to stop investing over the holiday season. But we reckon we’ve got a better idea: just keep going at an amount you can afford!
Published date,17 December 2018
4 min read
Build your Portfolio
Investor Journeys—Sasa
Sasa started at Sharesies as a Summer Finance & Operations Intern. He shares how he became an investor, and learnt to dollar-cost average through the dips!
Published date,11 December 2018
2 min read
Investor Journeys
Investor Journeys—Walid
We spoke with Walid, a gym-lover from Auckland, about how he’s investing with Sharesies to set his future self up for retirement.
Published date,10 December 2018
4 min read
Investor Journeys
Investor Journeys—Lauren Croft
Lauren Croft, a young professional from Wellington invests in both shares and property. She shares her story about how she made this possible!
Published date,2 December 2018
5 min read
Investor Journeys
What does volatility mean for my investments?
What is volatility? Is it good? Is it bad? Is it in between? Let’s get into the details of what volatility is, and what it means for your investments.
Published date,21 November 2018
4 min read
Explainers
Investor Journeys—Paul and Jamie
We kōrero with Paul and Jamie, father and son investors from Wellington, about how kids and parents can get started on their investment journey together!
Published date,13 November 2018
6 min read
Investor Journeys
What to think about before you sell
Whether it’s because you’ve met your investment goal, or you really need the money, here are a few things to think about before you sell.
Published date,8 November 2018
4 min read
Build your Portfolio
Investor Journeys—Ben Jardine
We spoke with Ben Jardine, Marketing Coordinator at Hnry, about his investing story so far, and his top tips for getting started when investing at a young age.
Published date,6 November 2018
3 min read
Investor Journeys
Self-employment, simplified: a Q&A with Hnry
We had a chat with James Fuller from Hnry about the future of self-employment and what Hnry’s doing to make that future a whole lot easier.
Published date,4 November 2018
6 min read
Q&A
Investor Journeys—Andrew Mulligan
We chatted with Andrew Mulligan about why he’s using Sharesies, setting up an investment portfolio for his son, and his top tip to start investing.
Published date,22 October 2018
2 min read
Investor Journeys
How do I form an investing habit?
We share our top tips on how to build an investing habit—from starting small, to investing with mates.
Published date,18 October 2018
4 min read
Build your Portfolio
Little by little or all at once?
We toss up the difference between investing a lump sum vs. investing small, regular amounts and what's the best way to grow your returns.
Published date,10 October 2018
4 min read
Build your Portfolio
Investor Journeys—Danielle Crighton
Danielle lives in Auckland with her two daughters. We had a chat to her about her investment journey and how she got her whole family involved!
Published date,7 October 2018
3 min read
Investor Journeys
The name’s bond … investment bond
What are bonds? How do they work? What do people like about them? And what’s the risk and return on bonds like?
Published date,5 October 2018
4 min read
Explainers
How do I make money from investing in shares?
We explain the two ways you can make money from investing—capital gains and dividends. We also answer the big question—can you lose money from investing?
Published date,20 September 2018
5 min read
Investing basics
What is risk anyway?
Different investments have different levels of risk. Letʻs look at what risk is, how it’s related to returns, and what you can do to manage it.
Published date,11 September 2018
5 min read
Investing basics
1987 share market crash: a short history
Letʻs deep dive into share market crashes. What are they? What happened during the 1987 crash? And could it happen again?
Published date,4 September 2018
5 min read
Explainers
How to build financial resilience
We share our top four tips for building financial resilience, and weathering the ups and downs of investing.
Published date,3 September 2018
4 min read
Explainers
Invest, save, or spend?
What’s the difference between investing, saving, and spending? And how do you know which one to do with the money you have?
Published date,22 August 2018
4 min read
Build your Portfolio
Investing for Kids: a Q&A with The Happy Saver
Ruth at The Happy Saver talks about financial literacy for kids, teaching her daughter about investing, and why people are still hesitant to talk about money.
Published date,16 August 2018
5 min read
Q&A
Investor Journeys—Ruth Henderson
This week, we chat with Ruth at the Happy Saver about her first time investing and the best piece of investing advice she's ever been given.
Published date,16 August 2018
4 min read
Investor Journeys
Investor Journeys—Alexandra Lipski
Wellington-based lawyer Alexandra Lipski talks about why learning about the gender investment gap spurred her on to make her first investment.
Published date,12 August 2018
4 min read
Investor Journeys
Buy a house, invest in shares, or have it all?
60% of Kiwis own homes, while only 20% own shares—but which is a better investment? We weigh up the benefits of investing in property vs. shares.
Published date,6 August 2018
6 min read
Build your Portfolio
Investing young: knowledge is power
In NZ, only 9% of Kiwis under 30 own shares vs 30% of Kiwis over 60. How does investing change over a life time, and what’s stopping young Kiwis from investing?
Published date,30 July 2018
4 min read
Build your Portfolio
Top 3 Kiwi investing myths
We bust the top 3 Kiwi investing myths: risk, cost, and the knowledge you need to start investing!
Published date,9 July 2018
4 min read
Build your Portfolio
Look out for loss aversion
People hate losing things. In fact, people hate losing things a lot more than they like getting things. This is called loss aversion.
Published date,13 June 2018
5 min read
Explainers
Why do shares change price?
If you take a look at a line graph of any share price, sometimes it goes up in price, sometimes it goes down. But where do these movements come from?
Published date,27 March 2018
5 min read
Explainers
What’s the deal with debt?
Everyone has a friend, or a friend of a friend, with a debt horror story. It’s not a pretty picture. But the reality is a lot tamer.
Published date,18 March 2018
4 min read
Explainers
Investor Journeys—Caroline Ash
We ask Caroline Ash about what it was like to make her first ever investment and what advice she'd give to someone thinking about investing.
Published date,30 January 2018
3 min read
Investor Journeys
Investing 101: how to start investing
So you want to start investing with Sharesies. The problem is, you have no idea where to start. That’s okay! We’re here to help with this handy guide.
Published date,15 November 2017
4 min read
Investing basics
Investor Journeys—Sam Fernando
We spoke to investor Sam Fernando, who started his investment journey on Sharesies, to find out what he's learnt along the way.
Published date,17 August 2017
4 min read
Investor Journeys
Investor Journeys—Liam Malone
We spoke with 23-year old paralympic star Liam Malone about how he started investing.
Published date,19 June 2017
4 min read
Investor Journeys
Investor Journeys—Caroline Rawlinson
We caught up with Trade Me CFO Caroline Rawlinson who found a creative way to buy her first shares as a university student.
Published date,19 June 2017
4 min read
Investor Journeys
Investor Journeys—Kurt Gibbons
We spoke with property developer and share enthusiast Kurt Gibbons to get his take on investing and buying a house in today’s market.
Published date,14 June 2017
3 min read
Investor Journeys
How human behaviour impacts our financial decisions
Zoe Wallis shares some of the weird and wonderful tricks our mind can play on us when it comes to making decisions about money.
Published date,7 June 2017
5 min read
Build your Portfolio
Investor Journeys—Jacqueline Taylor
We caught up with Jacqueline Taylor, whose passion for education inspired an investment magazine that’s ‘making shares simple’.
Published date,29 May 2017
4 min read
Investor Journeys
Investor Journeys—Trevor Dickinson
For a bit of a different spin on traditional investing, we spoke to Trevor Dickinson about the transition from successful businessman to angel investor.
Published date,8 May 2017
5 min read
Investor Journeys
Investor Journeys—Jo Blundell
We spoke to Jo Blundell, whose fish and chip shop earnings kick-started a passion for investing at the super young age of 14.
Published date,1 May 2017
4 min read
Investor Journeys
Investor Journeys—Adiraj Gupta
We caught up with young entrepreneur Adi, who says luck brought him to the investment game, and his goals keep him there.
Published date,21 April 2017
4 min read
Investor Journeys

All learn articles

Investing Insights with Tony Alexander: Moving back into shares

What’s a dividend reinvestment plan?

Shared Lunch: Adverse Weather Events - an Insurer's Perspective

Shared Lunch: Property Reset

Shared Lunch: Investing In Uncertain Times

Shared Lunch: What Investors Need To Know For 2023?

An investing checklist for the new year

Switching KiwiSaver providers? Read this first

Invest, save, or KiwiSaver?

The Best of Shared Lunch

Shared Lunch: 2022 Review!

How does KiwiSaver work?

Thinking about retirement

Shared Lunch: What's next for the social tech titans?

Investing Insights with Tony Alexander: Sticking to a strategy

Investor Journeys—Te Kahukura

Shared Lunch wth Fletcher Building CEO Ross Taylor

Shared Lunch with Infratil CEO Jason Boyes

Shared Lunch: Passive Income Hacks

Shared Lunch: Mind Over Money with Dr Ayesha Scott

Investing Insights with Tony Alexander: Proceeding with caution

Shared Lunch: Inflation Nation with Brad Olsen

Shared Lunch with The Warehouse Group CFO Jonathan Oram

Shared Lunch: ESG, Expectations vs Reality

Making managed funds manageable

Shared Lunch: Will green hydrogen save us?

Shared Lunch: The Kiwi Dollar, down not out

Investing Insights with Tony Alexander: Homes are where the hearts are

A short history of share market downturns

Shared Lunch with Briscoe Group MD Rod Duke

Shared Lunch: Investing with Te Ao Māori Values

Exchange-traded funds (ETFs), explained

Shared Lunch with NZ Windfarms Limited

Shared Lunch: Is Property Hot?

Investing Insights with Tony Alexander: Is property making a comeback?

Shared Lunch with Spark CEO Jolie Hodson

Investor Journeys—Stella

Shared Lunch: The Streaming Wars

Shared Lunch with TradeWindow Chief Revenue Officer Andrew Balgarnie

Shared Lunch with Te Ahumairangi Fund Founder Nicholas Bagnall

Investing Insights with Tony Alexander: Down but not out

How should I invest when the market dips?

Shared Lunch: The State of Travel & Tourism

Shared Lunch with Cannasouth CEO Mark Lucas

Investor Journeys—Dora and Jordan

Nine questions about bear markets, answered

Shared Lunch: Construction Industry 101

Investing Insights with Tony Alexander: Investors are more cautious

Shared Lunch with Fisher & Paykel Healthcare CFO Lyndal York

Shared Lunch: Bear Markets 101

Shared Lunch with Meridian Energy CFO Mike Roan

Shared Lunch: Supermarkets 101

Shared Lunch with Channel Infrastructure CEO Naomi James

Investing Insights with Tony Alexander: Resilience

Understanding governance: unpicking the G in ESG

Shared Lunch: State of the Economy

Hayden Munro: Budget 2022 recap

Shared Lunch with Port of Tauranga CEO Leonard Sampson

Shared Lunch: Renewable Energy 101

Behind the scenes: Sharesies’ process for NZ investments

Behind the scenes: Sharesies’ process for managed funds

Shared Lunch with Auckland International Airport CEO Carrie Hurihanganui

How does the global economy affect investing?

Structuring your investment portfolio for a market dip

Investing Insights with Tony Alexander: A steady hand in uncertain times

What do market dips mean for Kids Accounts?

Shared Lunch: Artificial Intelligence 101

Shared Lunch with Radius Care CEO Andrew Peskett

Shared Lunch: Rights Offers Explained

Investor Journeys—Aryan

Shared Lunch with Rakon Limited CEO Sinan Altug

The Happy Saver: Why invest for kids?

The Happy Saver: How to get kids engaged with investing

Shared Lunch: a metaverse deep dive with Greg Cross

Investing Insights with Tony Alexander: Looking beyond market volatility

Investor Journeys—Sam

Shared Lunch with Winton Land Limited CEO Chris Meehan

Shared Lunch: NZX Deep Dive

Shared Lunch with Contact Energy CEO Mike Fuge