Sharesies

Back in March when market volatility started to ramp up, Sharesies investors began to prepare for a bumpy ride. We know this as The Sharesies Index, which measures investor confidence over a 3 month period, dipped. Using anonymised data from close to 800,000 investors we track, trends in buying, selling, deposits, withdrawals, and other key behaviours to calculate investor confidence from 0 (concerned) to 100 (extremely confident). The first quarter of 2025 has shown: ➡️Investor confidence went from Confident to Cautious in March in anticipation of US tariffs ➡️A willingness to hold despite higher market volatility ➡️Investors showing a strong preference for ETFs and managed funds ➡️March was a record month with $37M NZD of shares transferred into the Sharesies platform Read more here: https://lnkd.in/gfPfWhUU

💨Hear from both sides on the Meridian Energy—NZ Windfarms takeover bid 💨 Meridian Energy has stepped in to fund the development of Te Rere Hau windfarm in Palmerston North—and has decided to acquire NZ Windfarms outright in the process.  We talked to outgoing Meridian CEO Neal Barclay and NZ Windfarms Chair Craig Stobo about the terms of the proposed takeover and the motivations on both sides. Plus, with Meridian growing their portfolio of renewables, will our energy sector overcome those recent winter shortages? 💚 https://lnkd.in/gHstRM9T 🍎 https://lnkd.in/gPcB4PW8 📺 https://lnkd.in/ggbB9EJn Content shared in this social post from our Shared Lunch episode is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.  All investing involves risk.  You aren't guaranteed to make money, and you might lose the money you start with. Content is current at the time.

🚀 Exciting news from Sharesies! We're thrilled to welcome Wade Ranford as our new Country Manager for Australia. This appointment comes as we celebrate significant customer growth & double down on our B2B focus, helping businesses connect with their retail investors. Welcome to the team, Wade! #Australia #Growth #Sharesies #SharesiesBusiness #RetailInvestors

Our aging population and housing supply—two of the hottest topics for economists and investors. And Summerset Retirement Villages, providing retirement housing at scale, is at the intersection of both. Scott Scoullar , CEO of Summerset Retirement Villages, tells Garth Bray how a retirement village provider became one of New Zealand's largest housing developers. Hear from Scott about the impact of demographic change, with the number of New Zealanders over age 75 set to double in the next 15 years. How is Summerset and the broader retirement sector adjusting—and are we doing enough to expand facilities for the future? 📺 https://lnkd.in/gumSBEap 🍎 https://lnkd.in/gWmwMnEw 💚 https://lnkd.in/g9D2Xv9z Content shared in this social post from our Shared Lunch episode is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.  All investing involves risk.  You aren't guaranteed to make money, and you might lose the money you start with. Content is current at the time.

The Shared Lunch crew were out in the Auckland sunshine yesterday catching up with New Zealand's second-largest property developer—Summerset Retirement Villages. From their latest figures and growth strategy to a look inside the newest Summerset facility, tune in this Thursday to hear Garth Bray cover it all with CEO Scott Scoullar.

Every year, we get our whole Sharesies team from Sydney and Tāmaki Makaurau to join us in Te Whanganui-a-Tara to connect on our future vision: to create financial empowerment for everyone. Like past years, we’re lucky enough to be joined by our team’s babies for the day too. Days like this make me stop and reflect on how much has changed over our 8 years. And yet—I always leave feeling like we’re still just at the beginning. Exciting times ahead! Much aroha to everyone in the team who made the day so productive and fun. Can’t wait to share what our 2025 team brings to life throughout the year! What are you feeling amped to be working on this year? Pics of: 📸 2025 Sharesies team 📸 sleeping pēpi and I - great work out while working 😅 📸 after party fun x2

Passive investing has a reputation for simplicity—but there might be more strategy than you realise in tracking the market. In this week's Shared Lunch, hear from Smart CEO Anna Scott on why passive investments might be more active than you think, and how even an index fund can mitigate its exposure to volatility. With market swings giving some investors the jitters, we get into the pros and cons of playing the long game. Plus, we ask Anna whether the sheer scale of the major index funds could reinforce the popularity of prominent investments like the Magnificent Seven. 📺 : https://lnkd.in/g2XVDgGX 🍎 : https://lnkd.in/gH7aC7s3 💚 : https://lnkd.in/gtqhKyZV Content shared in this social post from our Shared Lunch episode is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.  All investing involves risk.  You aren't guaranteed to make money, and you might lose the money you start with. Content is current at the time.

At Sharesies, we really pride ourselves on our B-Corp status. With March being B-Corp month, we want to highlight what that looks like for us. Being a B-Corp means using business as a force for good, and we’re stoked to be part of it. Swipe across to learn more about how Sharesies operates as a B Corp across the five impact areas Governance, Community, Environment, Customers, and Workers.

Active managers aim to outperform benchmarks through research-driven decisions, while passive investing keeps costs low by tracking the market. But which approach performs better when times get tough? Pie Funds CEO Ana-Marie Lockyer joins Shared Lunch to challenge the common belief that passive investing is always the safer bet. With markets experiencing big swings, this episode explores: 🏃♀️The key differences between active and passive investing 🔍Focusing on returns after fees rather than fees alone 📈How market conditions impact each approach This is part one of a two-part series—stay tuned for the passive investing deep dive next week! 💚 https://lnkd.in/gFN273j6 📺https://lnkd.in/gBCQenfR 🍎 https://lnkd.in/gDcdCNJg Content shared in this social post from our Shared Lunch episode is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest.  All investing involves risk.  You aren't guaranteed to make money, and you might lose the money you start with. Content is current at the time.

This time last week we were lucky enough to be able to spend time and share some insights on investing with the fantastic team at Contact Energy Ltd for their Wellness Day. Just like maintaining physical wellbeing relies on core principles, building wealth through investing follows a similar path. Topics we covered included: Know Your Why: Understanding your unique goals, investment horizon, and risk appetite is the foundation. It's the compass that guides your investment journey. Do Your Due Diligence: Go beyond the numbers. Research the leadership, understand the business, and factor in your own perspective. Informed decisions are powerful decisions. Make Investing a Habit: Consistency is key! Regular, affordable contributions lead to dollar-cost averaging and long-term growth. 🌱 Time in Market Beats Timing the Market: Embrace the long game. Patience and consistent investment over time are your greatest assets. A key part of our work is educating and empowering people to grow their wealth. We're excited to work with great companies, such as Contact Energy, who see it as a core part of ensuring their employee wellbeing. #Investing #FinancialLiteracy #Sharesies #WealthBuilding #ContactEnergy #LongTermInvesting Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. Sharesies does not provide personalised advice or recommendations.  Any information we provide is general only and current at the time written.