At Sharewise, our mission is to help our clients achieve their financial goals by providing seamless, safe and reliable advice through expert market analysis and established share investment strategies in Australia.
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Trading, Research, Advisory
Satisfied Investors under advice
Gain an edge in Investing with Advanced Features
Discover the Sharewise Trading App, designed to empower your investment journey. Manage your portfolio with ease and access real-time data, enabling you to seize opportunities as they unfold. Plus, harness the power of institutional-grade insights to make well-informed decisions, giving you the upper hand in the market. Ready to take your investments to the next level?
Gain an Edge in Investing with Advanced Features
Discover the Sharewise Trading App, designed to empower your investment journey. Manage your portfolio with ease and access real-time data, enabling you to seize opportunities as they unfold. Plus, harness the power of institutional-grade insights to make well-informed decisions, giving you the upper hand in the market. Ready to take your investments to the next level?
The Key to Smarter Investing
Looking to maximise your returns and minimise risks? Our Share Advisory service is your trusted partner for expert investment advice. Backed by a team of seasoned analysts, we provide recommendations driven by macroeconomics and technical analysis. Gain access to institutional-grade research, timely market insights, and a proven track record of success. Ready to supercharge your investments?
Your Key to Smarter Investing
Looking to maximise your returns and minimise risks? Our Share Advisory service is your trusted partner for expert investment advice. Backed by a team of seasoned analysts, we provide personalised recommendations tailored to your financial goals. Gain access to institutional-grade research, timely market insights, and a proven track record of success. Ready to supercharge your investments?
Your Key to Smarter Investing
Looking to maximise your returns and minimise risks? Our Share Advisory service is your trusted partner for expert investment advice. Backed by a team of seasoned analysts, we provide personalised recommendations tailored to your financial goals. Gain access to institutional-grade research, timely market insights, and a proven track record of success. Ready to supercharge your investments?
Discover the transformative journey that Sharewise offers, guiding you toward financial empowerment and the growth of lasting wealth.
Begin your financial journey with Sharewise's Powerful Trading App, designed to give you an all-in-one trading experience. Trade on the ASX, access real-time data, and harness advanced trading tools with ease.
As you navigate the markets, take advantage of our Share Advisory service, connecting you with expert guidance. With Sharewise, you're not just trading; you're setting the course for financial success.
As you journey forward, you'll realise that the financial landscape can be complex and overwhelming. That's where Sharewise's expert research comes into play.
Our daily Morning Reports provide insights into global markets, ensuring you're equipped to make informed decisions.
Our weekly Market Reports keep you updated on crucial data, and our Research Notes cater to different risk profiles. You're not alone; you have a team guiding you through the financial maze.
We empower you with Buy and Sell recommendations backed by meticulous research and technical analysis. These recommendations are strategic moves designed for maximum returns.
Our investment theses provide a clear roadmap, making it easier to put your financial journey into action with the help of the best share advisor service in Australia.
As you progress further, you'll come to understand that growth requires effective management. Experience Account & Portfolio Management, overseen by your dedicated advisor.
Our managed account option allows for a hands-off approach while experts actively manage your investments. You're not just growing wealth; you're growing peace of mind.
Face challenges with confidence using Sharewise's ASX Webinars and Q&A sessions. Stay informed, ready to navigate volatility and uncertainty.
Our commitment is to ensure every step is grounded in knowledge and strategic insight is always on hand from our online share advisors.
Your Sharewise journey isn't about fleeting gains, but about a voyage to lasting wealth. Consistent growth and informed decisions shape your portfolio. It's not just shares; it's a testament to the choices you've made with Sharewise.
As you embark on the Sharewise journey, know that we're your partners in progress. Your financial success is our destination, and we're by your side every step of the way. Welcome to a journey toward financial empowerment and the growth of lasting wealth.
However you trade, Sharewise is your key to easy investing. Our established strategies ensure that every investment decision contributes to your financial security and future well-being.
Our expert share investment advisors curate tailored strategies, narrowing down choices to what aligns best with your financial aspirations.
With a wealth of experience, our team, led by the best share advisors in Australia, provides the wisdom and support to learn from past errors and make more informed decisions in the future.
Your personal stock investment advisor is your partner, well-equipped with the expertise to handle your investments while you focus on what you do best.
Through our skilled stock trade advisors, we offer timely buy and sell recommendations. Directly in your Sharewise App, a push notification away.
Our app offers a seamless and user-friendly experience, allowing you to trade on the ASX effortlessly. Say goodbye to complex interfaces and hello to easy investing.
Access real-time data and market insights at your fingertips. Stay informed and make timely investment decisions with confidence, directly within the Sharewise trading platform.
Excellent company that provides lots of share opportunities to consider. Always available if you need to call and discuss the best options.
Very happy with Lachlan Callaghan at Sharewise. He understands our goals and we understand the strategy to get there. Great communication and quick responder. Very happy.
Jonah Payne has been patient, friendly, honest,& professional. . Always keeps me informed with the progress of my shares. I’m happy with his knowledge of the market.
Make informed decisions with confidence.
Dive into comprehensive stock-specific analysis, primarily focused on blue-chip and mid-cap companies. Our exhaustive research from our financial advisors for the share market ensures you have a deep understanding of the market landscape to invest with clarity and assurance.
Your gateway to seamless investing.
Experience the power of an all-in-one trading platform with Sharewise. From real-time data to advanced charting, comprehensive market information, and expert advisory integration, our app offers everything you need to make informed investment decisions effortlessly.
Tailored investing for every risk appetite.
Whether you're risk-averse or open to high-reward opportunities, our diverse asset strategies ensure your portfolio aligns perfectly with your comfort level.
Never miss an opportunity.
Backed by in-depth research, our buy and sell tips are more than mere suggestions – they're your gateway to optimised returns. Right at your fingertips, with the Sharewise Trading App.
Stay ahead with real-time notifications.
Don't miss out on crucial market movements. With Sharewise's trading app, receive immediate price alerts, news updates, and order status notifications, ensuring you're always in the know and ready to take action.
Your investments, our dedicated attention.
With a dedicated online financial advisor and quarterly portfolio reviews, you can rest easy knowing your investments are under expert care. Setting long-term goals to enjoy a hands-off investment process, we're here every step of the way.
ACHIEVE ANYTHING
With Sharewise, you get more than just a trading app; you get an all-in-one solution designed to empower your investment journey. Our full-service share advisory seamlessly integrates institutional-quality market research, advanced technical analysis, and over 40 years of combined experience into a single, user-friendly platform. Whether you're managing your share portfolio, seeking expert risk management, or executing professional trades, Sharewise provides a comprehensive toolkit at your fingertips.
Our proactive approach, driven by macroeconomics and sophisticated economic models, keeps you ahead of market fluctuations, whether they're bullish, bearish, or undecided. With Sharewise, you're positioned for success, guided by the best share advisors in Australia. Experience the Sharewise difference and elevate your investment game.
We don't follow - We innovate.
From the stock-brains of Fortem Wealth Australia, we put expert research and years of scaling wealth right to your pocket. Stay well ahead of the curve with years of experience in corporate finance and professional trade execution.
Using cutting-edge AI and Machine Learning, our strategies stay ahead of market fluctuations. Whether the market is bullish, bearish, or undecided, our proactive approach ensures your portfolio is always positioned for success. Choose the best share advisors in Australia.
Numbers don't lie. Our share advisory performance stats are a testament to our investment prowess.
Our return for FY24
Our return for FY23
Our return for FY22
Past performance is not indicative of future performance.
The Sharewise webinar series offers a unique blend of theory and practice. Experience real-time analysis, watch our experts strategise live, and get your burning questions answered. Understand the heartbeat of the market today.
Sharewise employs advanced technical analysis and macroeconomics to provide real-time insights that keep you informed about market movements.
As a Sharewise member, you'll receive daily reports and updates conveniently via email, keeping you informed about global markets and the ASX.
Sharewise is designed for a range of investors, from those new to the market to experienced traders seeking expert advice and strategies.
Our team's expertise comes from years of experience, extensive research, and a commitment to transparent and data-driven recommendations.
Absolutely. Our multi-asset-strategy allocations cater to different risk profiles, helping you diversify and optimize your portfolio for better risk-adjusted returns.
No. Opening an account with Sharewise is not mandatory however we highly recommend it. It allows your advisor to have full insight into your portfolio and conduct more accurate risk management and tailor buy/sell recommendations based on your holdings. Clients who have a managed account with us always experience better results.
Our Overall Portfolio Results are as follows:
2023 - 12.90%
2022 - 20.88%
2021 - 20.95%
To read our full Annual Performance Report 2023 click here.
Sharewise Group Pty Ltd (ABN 22 664 471 247) is a Corporate Authorised Representative (No. 001302760) of Barclay Pearce Capital Management Pty Ltd (AFS License No. 503261).
The information provided by Sharewise is of a general nature only and does not take into account your personal financial situation, objectives, or needs. Trading in stocks and other securities carries risks, including the potential loss of your invested capital. The market is subject to various factors that can impact the value and performance of securities. We do not guarantee the performance or returns on any investments or financial products mentioned on our platform, and past performance is not a guarantee of future results. You understand that any investment decisions you make are your own responsibility and that you should consider seeking professional advice before making any financial decisions. The research team and advisory team at Sharewise operate as separate branches within our organisation. The recommendations expressed by the advisory team may differ from the research team's published material and neither should be considered as definitive or infallible.