All learn articles

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

382 articles

The art of strategic mediocrity
Paul MacBeth, editor of The Bottom Line, and Susannah Batley, GM of Sharesies Business explore the power of strategic mediocrity and how it might be your most valuable weapon when it comes to investing.
Published date,23 April 2025
1 min read
Shared Lunch
Finding value on a volatile ASX
Michelle Lopez, Head of Australasian Equities and Portfolio Manager at Pie Funds talks about the ripple effects of tariffs and finding opportunities in a volatile market—identifying the emerging sectors and unexpected advantages.
Published date,16 April 2025
1 min read
Shared Lunch
Investor’s guide to tariffs and the Aussie election
In the lead-up to the Australian election, we speak to Scott Phillips of The Motley Fool on markets, party politics—and of course, tariffs.
Published date,10 April 2025
1 min read
Shared Lunch
Meridian Energy's $91M takeover bid for NZ Windfarms
Go inside Meridian’s takeover proposal with Craig Stobo, Chair of NZ Windfarms, and Neal Barclay, outgoing Meridian CEO.
Published date,2 April 2025
1 min read
Shared Lunch
Retirement villages: a hidden real estate giant?
Scott Scoullar, CEO of Summerset, tells Garth Bray how a retirement village provider became a property development giant.
Published date,27 March 2025
1 min read
Shared Lunch
The ETF that lets you own SpaceX
Meet XOVR, the exchange-traded fund that includes private holdings like SpaceX. Hear how deferred IPOs have made private equity a $13 trillion market, and why Dr. Shulman believes there’s still massive growth potential, even dwarfing cryptocurrency.
Published date,19 March 2025
1 min read
Shared Lunch
Are passive funds more aggressive than you think?–Active vs Passive Part 2
In this second of our two-parter on the differences between active and passive investing strategies, Garth Bray speaks with Smart CEO Anna Scott on what it really means to track the market.
Published date,13 March 2025
1 min read
Shared Lunch
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,11 March 2025
6 min read
Market movements
Active vs passive investing. Part 1: Active
With global markets experiencing big swings, many of us are having a hard think about our investing strategies. In this conversation representing the Active corner, we have PIE Funds CEO Ana-Marie Lockyer
Published date,5 March 2025
1 min read
Shared Lunch
Fix, float, or flip? Mortgage strategy 2025–Tony Alexander
Independent economist Tony Alexander analyses the latest moves from the Reserve Bank—and the impact for home owners and house hunters.
Published date,27 February 2025
1 min read
Shared Lunch
The $129B global operator keeping hackers at bay–Palo Alto
Join Misti Landtroop, NZ Managing Director of Palo Alto Networks, on the front lines of cybersecurity.
Published date,20 February 2025
1 min read
Shared Lunch
Beyond Milk: Fonterra's next frontier
Fonterra CEO Miles Hurrell opens up about steering the export giant through geopolitical turbulence, shifting consumer demands, and the push for sustainability.
Published date,13 February 2025
1 min read
Shared Lunch
How to run a $2 billion dollar property portfolio
Go inside Property for Industry (PFI)’s two billion dollar portfolio, providing spaces for listed companies, private enterprises, and branches of government—with an average asset value of around $20M.
Published date,5 February 2025
1 min read
Shared Lunch
2025: What investors need to know
How wild could 2025 get? Businessdesk’s Pattrick Smellie and Chris Di Leva of Harbour Asset Management tell us what we might want to prepare for.
Published date,29 January 2025
1 min read
Shared Lunch
The Morning Shift | More Than Money
Podcast pros Brook, Jordan, and Matua Marc of The Morning Shift get into what it means to be rich, and what it means to have wealth (and it’s definitely more than just an account balance).
Published date,23 January 2025
1 min read
Shared Lunch
Sarah Catherall | More Than Money
Got a prenup? Who manages the accounts? Is your name on the mortgage, or your partner’s? Author and journalist Sarah Catherall tells us how to break up well—after all, she literally wrote the book.
Published date,19 January 2025
1 min read
Shared Lunch
Jesse Mulligan | More Than Money
In this episode of More than Money, Garth gets Jesse Mulligan’s view on the finances of parenthood and how money interacts with our relationships
Published date,16 January 2025
1 min read
Shared Lunch
Tony Alexander | More Than Money
Are our careers an underrated investment? Independent economist Tony Alexander says yes on this episode of More Than Money.
Published date,12 January 2025
1 min read
Shared Lunch
Brodie Kane | More Than Money
Presenter, podcaster, and author (and sometimes ultramarathon runner) Brodie Kane spills about facing redundancy at the outset of a pandemic—with a 700k mortgage.
Published date,8 January 2025
1 min read
Shared Lunch
Luke Kemeys | More Than Money
The financial literacy champion and host of Keep the Change reveals how starting a business has transformed his perspective on money—and his entire worldview.
Published date,5 January 2025
1 min read
Shared Lunch
Patrick Gower | More Than Money
Are Kiwis lacking connection? Broadcasting legend Paddy Gower shares on our first episode of More Than Money
Published date,2 January 2025
1 min read
Shared Lunch
Will property thrive or just survive in 2025? Tony Alexander
2025’s housing and money forecast
Published date,5 December 2024
1 min read
Shared Lunch
Five blockers to growing your wealth
Start small, stick at it, and keep it simple.
Published date,28 November 2024
1 min read
Shared Lunch
What’s a Portfolio Investment Entity (PIE), and is it right for me?
A Portfolio Investment Entity (PIE) is an important type of investment structure for Kiwis looking to grow their wealth. Why? Tax. With a tax rate capped at 28%, putting money into a PIE can potentially help you to grow your wealth faster.
Published date,26 November 2024
5 min read
Explainers
How Chorus built our $5.5B world-class fibre network
Why NZ Beats Australia in Fibre
Published date,21 November 2024
1 min read
Shared Lunch
ANZ–Is strict lending killing big ideas?
Can a big bank move at startup speeds?
Published date,14 November 2024
1 min read
Shared Lunch
‘VOO and chill’—Inside Vanguard’s powerhouse ETF
We talk to David Sharp from Vanguard about VOO, the world’s second-largest ETF with $86 billion added in new investment over 2024.
Published date,7 November 2024
1 min read
Shared Lunch
How do taxes work for foreign shares? (FIF)
What happens tax-wise if you’re investing in foreign shares? (FIF)
Published date,29 October 2024
1 min read
Shared Lunch
Smart brings bitcoin, gold, and more to the NZX
Four new ETFs hit the NZX
Published date,24 October 2024
1 min read
Shared Lunch
How does an unstable climate impact your insurance?
How do cyclones, earthquakes, and floods impact our access to insurance with Kris Faafoi
Published date,17 October 2024
1 min read
Shared Lunch
Why your family home is not an investment–Victoria Devine
Why investing in real estate and the share market doesn’t need to be mutually exclusive with host of Australia’s number 1 money podcast, She’s on the Money, Victoria Devine.
Published date,11 October 2024
1 min read
Shared Lunch
Interest rates = property bounce back? Tony Alexander
Interest rates are finally falling, and open homes are making a comeback; and yet property developers continue to face challenges and unemployment remains up.
Published date,3 October 2024
1 min read
Shared Lunch
Is international travel set to get cheaper? Webjet Group CEO
We unpack the latest trends in holiday travel off the back of the Webjet demerger.
Published date,30 September 2024
1 min read
Shared Lunch
Do fossil fuels play a part in the transition?
From rocks to renewables - Echelon CEO Andrew Jefferies
Published date,26 September 2024
1 min read
Shared Lunch
Navigating Turbulence: Air New Zealand
What is Air NZ doing to fly a smoother path?
Published date,19 September 2024
1 min read
Shared Lunch
Dairy Drama
Synlait's make or break moment
Published date,12 September 2024
1 min read
Shared Lunch
ASX: Insights, earnings & outlook
A deep dive into the ASX market from a fund specialist perspective.
Published date,9 September 2024
1 min read
Shared Lunch
Fixing a broken housing market with Chris Bishop
How will the government create a more affordable housing market?
Published date,5 September 2024
1 min read
Shared Lunch
Freight forward–Mainfreight
Where next for Mainfreight’s blue trucks?
Published date,29 August 2024
1 min read
Shared Lunch
Rocket Lab off to Mars
Mars & beyond with Rocket Lab’s Sir Peter Beck
Published date,22 August 2024
1 min read
Shared Lunch
Bought a house, now what? With Hannah McQueen
Bought a house. Now what?
Published date,13 August 2024
1 min read
Shared Lunch
Fisher & Paykel Healthcare
Fisher & Paykel Healthcare 41 years on: Lewis Gradon
Published date,8 August 2024
1 min read
Shared Lunch
Going for gold–Santana Minerals
What could going for gold look like?
Published date,1 August 2024
1 min read
Shared Lunch
Doing medicinal cannabis differently
Growing pains & gains—medicinal cannabis
Published date,25 July 2024
1 min read
Shared Lunch
An intro to investing in small-cap stocks
We deep dive into the unique opportunities and risks that come with small-cap stocks, and cover what you should know before investing in one.
Published date,23 July 2024
5 min read
Build your Portfolio
Do I need insurance?
Do you really need to get insured? You want to be sure before you take on an insurance policy! We walk through what to consider before you arrive at an answer.
Published date,19 July 2024
5 min read
Insurance
Choosing car insurance that's right for you
Car insurance can be flexible and affordable, but with so many insurance providers around, picking one can get exhausting. Explore which vehicle insurance might be right for you.
Published date,19 July 2024
4 min read
Insurance
Insurance terms to get you started
Buying insurance? It’s important to know what you’re getting and what you’re agreeing to. A few key terms can help you make an informed decision—starting with these insurance basics.
Published date,19 July 2024
5 min read
Insurance
How can your will make a difference?
How to leave a legacy to a meaningful cause
Published date,18 July 2024
1 min read
Shared Lunch
Investor Journeys—Petrina
Petrina talks about her proactive approach to growing wealth, converting friends to investing, and coming to KiwiSaver later than most.
Published date,16 July 2024
4 min read
Investor Journeys
Tax for investors 101
Is tax something you dread or would rather avoid? We’ve got you covered.
Published date,4 July 2024
1 min read
Shared Lunch
The US v NZ investing conundrum
Why invest locally when the action appears to be in the US?
Published date,27 June 2024
1 min read
Shared Lunch
Why invest in a port?
Napier Port’s future post covid & cyclone
Published date,20 June 2024
1 min read
Shared Lunch
Weight Loss Drug Boom
From fad to future—the business of weight loss drugs
Published date,13 June 2024
1 min read
Shared Lunch
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,13 June 2024
5 min read
Build your Portfolio
How has Infratil sustained double digit growth?
30 Years of Infratil: Achievements and Ambition
Published date,6 June 2024
1 min read
Shared Lunch
Vendor back-log keeps a lid on house prices
Property investor exit—1st home buyer gain?
Published date,30 May 2024
1 min read
Shared Lunch
Investing Insights with Tony Alexander: Investors are cautiously optimistic
Tony’s second survey of 2024 finds investors are putting their faith in shares, while investing in housing takes a further dip.
Published date,28 May 2024
2 min read
Investing Insights
Investor Journeys—Alex
Alex shares how he got out of debt, why he switched to the Sharesies KiwiSaver Scheme, and what he hopes retirement will look like for him and his partner.
Published date,27 May 2024
5 min read
Investor Journeys
Energy and water tech on steroids—Gentrack
The new tech powering energy, water & airports
Published date,23 May 2024
1 min read
Shared Lunch
When will interest rates turn? Brad's view
Economic green shoots—are we there yet?
Published date,16 May 2024
1 min read
Shared Lunch
Ep. 7: Your KiwiSaver and Sharesies KiwiSaver Scheme questions answered
What's total remuneration about? What’s next for the Sharesies KiwiSaver Scheme? And much much more!
Published date,14 May 2024
1 min read
The Payoff
Meta in focus—AI, ethics, and TikTok
What’s next for Meta, the tech titan behind brands like Facebook, Instagram, and WhatsApp?
Published date,9 May 2024
1 min read
Shared Lunch
Behind the B: How B Corps make business better
Brooke Roberts chats to Alex and Mindy from B Lab about the B Corp movement sweeping the globe.
Published date,2 May 2024
1 min read
Shared Lunch
Investor Journeys—Armando
Armando shares how he builds his investment portfolio through automation, and his experience transferring his ASX-listed shares into Sharesies.
Published date,16 April 2024
3 min read
Investor Journeys
Why invest in ETFs from NZ?
The ins and outs of Exchange-traded-funds
Published date,11 April 2024
1 min read
Shared Lunch
What does investing in healthcare real estate look like?
Real estate investment trusts (REITs) with Vital Healthcare
Published date,8 April 2024
1 min read
Shared Lunch
Property & investing trends–pain & gain
Sharesies quarterly Investing Insights Survey.
Published date,4 April 2024
1 min read
Shared Lunch
Sobering times for the red shed
Sobering times for the Red Shed: what’s next?
Published date,28 March 2024
1 min read
Shared Lunch
Skellerup’s David Mair on leadership and legacy
Skellerup’s outgoing CEO David Mair on leading and legacy
Published date,21 March 2024
1 min read
Shared Lunch
Changing gears—Steven Joyce
Steven Joyce on Innovation, investment, and infrastructure in 2024
Published date,14 March 2024
1 min read
Shared Lunch
NVIDIA's success in the AI revolution
Investing in AI—NVIDIA & beyond
Published date,7 March 2024
1 min read
Shared Lunch
Meridian Energy's wind of change
Pure power. No bundles for Meridian
Published date,29 February 2024
1 min read
Market news
How to review your KiwiSaver portfolio
We look at some things to keep in mind while reviewing and rebalancing your KiwiSaver portfolio.
Published date,29 February 2024
5 min read
KiwiSaver
Investing Insights with Tony Alexander: Investors are not deterred
Tony’s first survey of 2024 finds that despite ongoing concerns about interest rates, inflation, and geo-political instability, investors are planning to add to their portfolios.
Published date,28 February 2024
2 min read
Investing Insights
Contact Energy's Power Play
Why you’ll be paying more for power
Published date,23 February 2024
1 min read
Shared Lunch
Investor v 1st home buyer–who's winning?
Navigating the twists and turns of the property market continues to be quite a ride.
Published date,15 February 2024
1 min read
Shared Lunch
KiwiSaver tweaks when money's tight
Managing your future during financial difficulties
Published date,8 February 2024
1 min read
Shared Lunch
Tina’s Turners remains robust in tough times
NZers still buying cars, just less expensive—Turners CEO
Published date,1 February 2024
1 min read
Shared Lunch
The new way to invest in Bitcoin
Regulated Bitcoin—pros and cons
Published date,25 January 2024
1 min read
Shared Lunch
2024: What investors need to know
Will inflation become less sticky? When will interest rates trend down? What are the sectors and stocks to watch?
Published date,18 January 2024
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,11 January 2024
4 min read
Build your Portfolio
Kids & Money with Kendall Flutey from Banqer
Kendell Flutey from Banqer shares the stages of financial education, from preschool to high school.
Published date,11 January 2024
1 min read
Shared Lunch
Kids & Money with Nigel Latta
Nigel Latta talks about the importance of values when it comes to teaching kids about money.
Published date,4 January 2024
1 min read
Shared Lunch
Kids & Money with The Happy Saver
The Happy Saver shares some of the lessons from her own family.
Published date,28 December 2023
1 min read
Shared Lunch
Why do goals matter with Sonya and Brooke
Sharesies co-CEOs reflect on 2023 and how to start 2024
Published date,21 December 2023
1 min read
Shared Lunch
The best and worst of 2023
It’s been a year. Wars, rising interest rates, persistent inflation, artificial intelligence changing our lives forever, bonds become less boring, and Barbie is back!
Published date,14 December 2023
1 min read
Shared Lunch
Behind the scenes: Sharesies KiwiSaver Scheme
Learn what happens when you sign up to the Sharesies KiwiSaver Scheme—including how your balance gets transferred and invested based on your investment plan.
Published date,11 December 2023
4 min read
KiwiSaver
Genesis energy–charged for change
Genesis’s challenge—from legacy to renewables
Published date,7 December 2023
1 min read
Shared Lunch
Investing Insights with Tony Alexander: Riding the ups and downs
Tony’s last survey of 2023 finds that investors may be feeling more settled post election, appetite for residential property may be on the rise, and more.
Published date,30 November 2023
2 min read
Investing Insights
Ep. 6: How do you make your KiwiSaver account reflect the future you want?
Sharesies co-founder Leighton Roberts, Head of Super and Funds Matt Macpherson, and Design Lead Katy Elgar chat about the Sharesies KiwiSaver Scheme.
Published date,28 November 2023
1 min read
The Payoff
Shared Lunch: Mainfreight–a 100+ year business in the making
Behind the Mainfreight formula now and into the future
Published date,23 November 2023
1 min read
Shared Lunch
Ep. 5: Who is behind the management of your KiwiSaver account?
Ever wondered who’s managing your life savings? We introduce you to the people responsible for what will get you into your first home, or fund your future.
Published date,21 November 2023
1 min read
The Payoff
How does the Sharesies KiwiSaver Scheme work?
Find out how base funds and individual picks work, and how you can structure a Sharesies KiwiSaver Scheme investment plan.
Published date,20 November 2023
1 min read
KiwiSaver
How to use KiwiSaver for retirement
Looking to take control of your retirement? We cover everything you need to know about using KiwiSaver for retirement, including how to form a KiwiSaver strategy.
Published date,20 November 2023
6 min read
KiwiSaver
Apple Unwrapped
Can Apple continue its stellar run?
Published date,16 November 2023
1 min read
Shared Lunch
How do over-the-counter (OTC) markets work?
Over-the-counter (OTC) investments are traded via broker-dealer networks, instead of being listed on a major US stock exchange.
Published date,14 November 2023
4 min read
Explainers
Ep. 4: What happens with your KiwiSaver account when you turn 65?
Māori actor, singer, and comedian Pio Terei joins us to chat about saving habits, generational wealth, and how Māori fare when it comes to financial outcomes.
Published date,14 November 2023
1 min read
The Payoff
How much risk is right for me?
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,13 November 2023
5 min read
Investing basics
How to choose investments for your KiwiSaver investment plan
The Sharesies KiwiSaver Scheme enables you to pick your own investments for up to 50% of your investment plan. But how do you choose what to invest in?
Published date,13 November 2023
4 min read
KiwiSaver
Investing in water
Water as a commodity—what to consider
Published date,9 November 2023
1 min read
Shared Lunch
Ep. 3: What does KiwiSaver mean for those in midlife?
Grey Areas podcast host Petra Bagust shares her KiwiSaver regrets, common mid-lifer attitudes to ethics, and what she hopes for her kids’ financial future.
Published date,6 November 2023
1 min read
The Payoff
Tech titans boost Q3 US earnings
Upbeat earnings but mixed outlook for US stocks
Published date,2 November 2023
1 min read
Shared Lunch
How to use KiwiSaver for your first home
We cover everything you need to know about making a KiwiSaver first-home withdrawal, including how you withdraw your balance from the Sharesies KiwiSaver Scheme.
Published date,1 November 2023
6 min read
KiwiSaver
Ep. 2: Why should you take control of your KiwiSaver account sooner?
Economist Brad Olsen and ZM radio host Georgia Burt join us to chat about their personal experiences with KiwiSaver—from getting started to buying a first home.
Published date,31 October 2023
1 min read
The Payoff
Property market post election
Will property friendly policies prevail post election 2023?
Published date,26 October 2023
1 min read
Shared Lunch
Ep. 1: Where did KiwiSaver come from?
We chat with Girls That Invest founder Simran Kaur and queen of KiwiSaver Mary Holm about how KiwiSaver began, how it works, and what it offers Kiwis today.
Published date,24 October 2023
1 min read
The Payoff
Bill English on a new coalition government
Post election—where to for the economy & business?
Published date,17 October 2023
1 min read
Shared Lunch
Are bonds on the comeback?
Investing in bonds 101
Published date,12 October 2023
1 min read
Shared Lunch
Investor Journeys—Muhammad
Muhammad shares his journey from knowing nothing about investing in shares, to becoming a content creator educating others about Islamic finance and Halal investing.
Published date,6 October 2023
4 min read
Investor Journeys
What does the election mean for investors?
Election promises v reality - an investor’s guide
Published date,5 October 2023
1 min read
Shared Lunch
Fletcher boss bullish on future
Fletcher Building has had some headwinds of late but CEO Ross Taylor thinks the future looks bright
Published date,21 September 2023
1 min read
Shared Lunch
The good, bad and ugly of the economy with Brad Olsen
The good, bad and ugly of the economy with Brad Olsen
Published date,14 September 2023
1 min read
Shared Lunch
The journey ahead for EROAD
Where to for the next phase of growth for EROAD?
Published date,11 September 2023
1 min read
Shared Lunch
Getting started: Investing and saving for kids
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,7 September 2023
6 min read
Kids
Back in black for Air NZ
We talk to Air NZ CEO Greg Foran about the 2023 financial results and what’s ahead
Published date,4 September 2023
1 min read
Shared Lunch
Running the market–NZX
NZX CEO Mark Peterson covers everything from the last 6 months performance, new products, how the exchange actually works, plus a bit of history.
Published date,31 August 2023
1 min read
Shared Lunch
Investing Insights with Tony Alexander: Shares go the distance
Tony’s survey for the third quarter of 2023 finds that investors are continuing to pull back from investing in property, while shares are still in favour.
Published date,30 August 2023
2 min read
Investing Insights
Ampol’s integration of Z Energy
Ampol chief executive Matt Halliday talks about how Ampol’s sunset business is transitioning
Published date,28 August 2023
1 min read
Shared Lunch
How to choose a KiwiSaver provider
We go over some things you might want to think about when choosing a KiwiSaver provider or getting ready to make a switch.
Published date,25 August 2023
5 min read
KiwiSaver
Shares ✅ Property ❌
Shares win over property as the election draws closer
Published date,24 August 2023
1 min read
Shared Lunch
Dirty Stocks
The transition from dirty stocks to renewables
Published date,17 August 2023
1 min read
Shared Lunch
The Tesla Phenomenon
Under the hood of the phenomenon that is Elon Musk’s Tesla.
Published date,10 August 2023
1 min read
Shared Lunch
Protect your money
Know you need to protect your money but never got around to it?
Published date,3 August 2023
1 min read
Shared Lunch
Time for a money reset?
Is it time to reassess your finances including shares, debt, Kiwisaver and savings?
Published date,27 July 2023
1 min read
Shared Lunch
All things dividends
Should you consider dividend paying stocks as part of your portfolio?
Published date,20 July 2023
1 min read
Shared Lunch
Exploring tech through ETFs
How to invest in exchange traded funds with smarts, plus the hot spots and tech revival.
Published date,13 July 2023
1 min read
Shared Lunch
Investing in local green energy
The state of local green energy investing with our largest independent renewable energy generator, Manawa Energy.
Published date,6 July 2023
1 min read
Shared Lunch
Shared Lunch: The world's tiniest recession?
With New Zealand officially in a recession, what should investors be aware of? We chat to Brad Olsen about NZ’s economy.
Published date,26 June 2023
1 min read
Shared Lunch
Shared Lunch: One NZ’s future with Infratil
Now Infratil has full control of One NZ, what’s in store for the telco and could it be floated?
Published date,22 June 2023
1 min read
Shared Lunch
Shared Lunch: Do Kiwis still dream of property?
With fewer New Zealanders investing in residential property, and more looking to buy shares, are we witnessing a shift in the Kiwi psyche?
Published date,15 June 2023
1 min read
Shared Lunch
Shared Lunch: Beating breast cancer with AI
We speak with med-tech Volpara Health CEO Teri Thomas about using AI to beat breast cancer.
Published date,8 June 2023
1 min read
Shared Lunch
Shared Lunch: A small bank in a big-bank world
We talk to Heartland Group CEO Jeff Greenslade about what the company has been up to since becoming the first NZ registered bank to list on the NZX.
Published date,1 June 2023
1 min read
Shared Lunch
Investing Insights with Tony Alexander: Has inflation peaked?
Tony’s survey finds that the prospect of inflation coming down has investors willing to buy shares and consider savings accounts, while property takes a back seat.
Published date,31 May 2023
3 min read
Investing Insights
Shared Lunch: Will My Food Bag deliver?
The meal kit delivery industry is a tough nut to crack, so what does My Food Bag have planned to nab a seat at the dinner table?
Published date,25 May 2023
1 min read
Shared Lunch
Shared Lunch: Counting down to liftoff with Rocket Lab
Rocket Lab CEO Peter Beck talks about the reusable rocket space race and volatile markets with Sharesies co-CEO Leighton Roberts.
Published date,18 May 2023
1 min read
Shared Lunch
Investor Journeys—Hannah
Hannah talks about investing for her daughters through Sharesies’ partnership with Whānau Āwhina Plunket, and taking a more ethical approach to building her investment portfolio.
Published date,15 May 2023
2 min read
Investor Journeys
Shared Lunch: How low will house prices go?
Frances Cook talks to Independent Economist Tony Alexander about Falling house prices, rising interest rates and more impacting investors and first home buyers.
Published date,11 May 2023
1 min read
Shared Lunch
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,10 May 2023
8 min read
Explainers
Investor Journeys—Joe
Joe chats about investing for his two sons through Sharesies’ partnership with Whānau Āwhina Plunket, and what led him to taking charge of his family's financial future.
Published date,8 May 2023
3 min read
Investor Journeys
Shared Lunch: Are ETFs your BFF in tough times?
There’s been a plethora of ETFs released in the last few years. We talk to Global X ETFs Head of Distribution, Kanish Chugh, about all things ETF.
Published date,3 May 2023
1 min read
Shared Lunch
Shared Lunch: Is saving sexy again?
Interest rates keep rising and the highs could be with us for some time. So what does this mean for investing and should you include savings in your strategy?
Published date,27 April 2023
1 min read
Shared Lunch
Shared Lunch: Growing pains for medicinal cannabis
We talk to CEO Mark Lucas from Cannasouth about going from start-up to global aspirations.
Published date,20 April 2023
1 min read
Shared Lunch
Shared Lunch: Walking the tightrope with China
Our number one trading partner, China, is open for business post Covid. What does this mean for companies doing business there and the NZ economy?
Published date,13 April 2023
1 min read
Shared Lunch
Shared Lunch: Investing in AI
We sit down with tech commentators Peter Griffin and Paul Spain to unwrap the artificial intelligence tools that have us both elated and worried.
Published date,23 March 2023
1 min read
Shared Lunch
Shared Lunch: Air NZ's future takes flight
We talk to Air NZ CEO Greg Foran about some of the tail winds for the airline like high fuel costs and inflation.
Published date,16 March 2023
1 min read
Shared Lunch
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: Earnings season—what to look for
It’s earnings season but do you know which numbers to scrutinise and what you should be looking for? We’ll unpack this and more.
Published date,23 February 2023
1 min read
Shared Lunch
Shared Lunch: An insurer's perspective on adverse weather events
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
We chat 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
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
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
4 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
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
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: 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
What's an exchange-traded fund (ETF)?
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
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
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
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: 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 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
5 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 for choosing a US investment is similar to choosing any other 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: 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
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
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
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
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
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
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
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
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
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
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—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—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—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—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

The art of strategic mediocrity

Finding value on a volatile ASX

Investor’s guide to tariffs and the Aussie election

Meridian Energy's $91M takeover bid for NZ Windfarms

Retirement villages: a hidden real estate giant?

The ETF that lets you own SpaceX

Are passive funds more aggressive than you think?–Active vs Passive Part 2

How should I invest when the market dips?

Active vs passive investing. Part 1: Active

Fix, float, or flip? Mortgage strategy 2025–Tony Alexander

The $129B global operator keeping hackers at bay–Palo Alto

Beyond Milk: Fonterra's next frontier

How to run a $2 billion dollar property portfolio

2025: What investors need to know

The Morning Shift | More Than Money

Sarah Catherall | More Than Money

Jesse Mulligan | More Than Money

Tony Alexander | More Than Money

Brodie Kane | More Than Money

Luke Kemeys | More Than Money

Patrick Gower | More Than Money

Will property thrive or just survive in 2025? Tony Alexander

Five blockers to growing your wealth

What’s a Portfolio Investment Entity (PIE), and is it right for me?

How Chorus built our $5.5B world-class fibre network

ANZ–Is strict lending killing big ideas?

‘VOO and chill’—Inside Vanguard’s powerhouse ETF

How do taxes work for foreign shares? (FIF)

Smart brings bitcoin, gold, and more to the NZX

How does an unstable climate impact your insurance?

Why your family home is not an investment–Victoria Devine

Interest rates = property bounce back? Tony Alexander

Is international travel set to get cheaper? Webjet Group CEO

Do fossil fuels play a part in the transition?

Navigating Turbulence: Air New Zealand

Dairy Drama

ASX: Insights, earnings & outlook

Fixing a broken housing market with Chris Bishop

Freight forward–Mainfreight

Rocket Lab off to Mars

Bought a house, now what? With Hannah McQueen

Fisher & Paykel Healthcare

Going for gold–Santana Minerals

Doing medicinal cannabis differently

An intro to investing in small-cap stocks

Do I need insurance?

Choosing car insurance that's right for you

Insurance terms to get you started

How can your will make a difference?

Investor Journeys—Petrina

Tax for investors 101

The US v NZ investing conundrum

Why invest in a port?

Weight Loss Drug Boom

How to choose a company to invest in

How has Infratil sustained double digit growth?

Vendor back-log keeps a lid on house prices

Investing Insights with Tony Alexander: Investors are cautiously optimistic

Investor Journeys—Alex

Energy and water tech on steroids—Gentrack

When will interest rates turn? Brad's view

Ep. 7: Your KiwiSaver and Sharesies KiwiSaver Scheme questions answered

Meta in focus—AI, ethics, and TikTok

Behind the B: How B Corps make business better

Investor Journeys—Armando

Why invest in ETFs from NZ?

What does investing in healthcare real estate look like?

Property & investing trends–pain & gain

Sobering times for the red shed

Skellerup’s David Mair on leadership and legacy

Changing gears—Steven Joyce

NVIDIA's success in the AI revolution

Meridian Energy's wind of change

How to review your KiwiSaver portfolio

Investing Insights with Tony Alexander: Investors are not deterred

Contact Energy's Power Play

Investor v 1st home buyer–who's winning?

KiwiSaver tweaks when money's tight

Tina’s Turners remains robust in tough times