More is not always better
Quality over quantity, always.
Democratising Superior Share Portfolio Performance.
At Sharewise, we're committed to empowering everyone, regardless of experience or wealth, to make informed investment decisions and achieve their financial goals.
Sharewise is your comprehensive full-service share advisory, offering expert guidance and professional stockbroking services to help Australian investors navigate the complexities of the financial markets. Our experienced investment managers oversee your share portfolio, ensuring you invest with confidence and mitigate risk.
Our superior strategy is robust across all tradeable assets and markets, providing strategic guidance, seamless trade execution, and institutional-grade research. We focus on maximising returns while ensuring your investments are well-managed. Whether you’re new to investing or a seasoned investor, Sharewise is committed to ensuring your portfolio is aligned with your financial goals.
With Sharewise, you have peace of mind knowing your stock portfolio is being managed by trusted professionals who are dedicated to your long-term investment success.
Guided by Genuine Principles.
Our values anchor every decision we make, ensuring we always steer towards our mission with integrity and purpose.
Stick to your expertise
Like how we guide our clients, we stick to know what we know best.
Trust the advice
Confidence in the strategies that we recommend, cultivated over years of experience.
Don't just buy, know when to sell
Every action is a calculated step toward prosperity.
You can't win at everything
Acceptance and agility are our strengths.
There's never a right answer
But there is always a strategic one.
There's always more to learn
Continuous growth is our mantra.
Be candid, be honest
Honest conversations lead to clearer paths.
Excelling Today for a Brighter Tomorrow.
Numbers don't lie. Our performance stats are a testament to our investment expertise.
+13.35%
Our return for FY24
vs. Market Return of 7.80%
+12.90%
Our return for FY23
vs. Market Return of 8.63%
+20.88%
Our return for FY22
vs. Market Return of -6.32%
Past performance is not indicative of future performance.
Our Story - The Vision to Outperform.
From our earliest days at Sharewise, formerly Fortem Wealth, we understood the responsibility of guiding investors through the intricate world of stock markets. Our commitment wasn't just about numbers or trends; it was about building lasting relationships based on trust, understanding, and tailored financial guidance.
Born from genuine passion and a drive to demystify investment, our team dedicated itself to staying at the forefront of market shifts, ensuring we always had fresh insights to share.
Through years, our growth story isn’t measured merely by the portfolios we've augmented or the successful trades we've made, but by the stories of our clients who've found confidence in their financial future.
Whether it was Matt's consistent growth even during challenging market times, or Lisa discovering the potential in her investments after a year with us, these personal milestones define our journey. Every day at Sharewise, we're reminded that behind each financial goal is a dream, a future, and a story waiting to unfold.
Invest wise with Sharewise and make your money go further.
The Sharewise Expertise.
Your Investment Journey, Supercharged by Our Expertise.
Imagine, you've heard about the rise of tech companies, yet aren't sure which ones have staying power versus which are flashes in the pan. Sharewise's deep-rooted understanding of both fundamental and technical market metrics guides you, ensuring you're not just chasing a trend, but strategically investing in future market leaders.
Remember the time you were intrigued by a financial news piece about shifts in global commodities but couldn’t figure out how it impacts your Australian shares? Our daily global market reports, spanning the US, Europe, Asia, and of course, the ASX, ensure you're never left in the dark. We connect the dots, transforming global events into actionable insights for your portfolio.
Or perhaps you've been cautious about investing during uncertain market conditions. At Sharewise, our dynamic investment strategies are adaptive to bull and bear market shifts. We utilise the power of advanced technical analysis not as buzzwords but as pivotal tools. Whether it's recognising patterns in 'Trend Following' or capitalising on 'Statistical Arbitrage', our tech-powered methods are built for modern markets. This means even when markets swing unpredictably, our strategies are recalibrated, prepped, and ready.
Moreover, the world of stocks isn’t just about buying right but also about selling right. And this is often trickier than it sounds. You've perhaps faced moments of indecision, wondering if you should hold onto a stock or let it go. Our expertise shines brightest here, guiding you not just when to make an entry but also when to make a graceful exit, ensuring your wealth grows sustainably.
In essence, Sharewise isn't about fleeting market tips or generic advice. It's about empowering you, the investor, with the kind of profound expertise that makes the complex world of stocks feel a tad bit simpler and a lot more approachable. Your aspirations, our expertise – a winning combo for your investment journey.
VISION. MISSION. VALUES.
Vision
To establish Sharewise as the most trusted and recognised leader in stockbroking and investment management across Australia. We aim to be a household name, the preferred choice for investors, known for our commitment to delivering exceptional expertise and performance.
Mission
At Sharewise, our mission is to empower Australian investors by providing clear, data-driven stockbroking and investment management services. Through expert general advice, institutional-grade research, and a commitment to transparent, client-first strategies, we are democratising superior share portfolio performance, helping clients navigate market complexities with confidence and work towards long-term financial success.
Values
Excellence
We foster a culture of excellence within our team, empowering our employees to perform at their highest potential and deliver exceptional investment performance for our clients.
Integrity
We are committed to conducting our business with the highest standards of honesty, transparency, and accountability, ensuring trust in all our interactions.
Relationships
We build strong, collaborative relationships within our team and with our clients, based on trust, respect, and mutual success.
Ready to grow your wealth with Sharewise?
Meet our CEO.
Alex Perry is the founder and CEO of Sharewise, bringing over a decade of experience in wealth management and share advisory.
He holds a Bachelor of Chemical Engineering from The University of Sydney, which developed his problem-solving and analytical skills, essential for navigating the stock market.
Before entering finance, Alex co-founded a food manufacturing business that expanded to 35 stores nationwide, gaining invaluable experience in market analysis and business health.
At Sharewise, Alex thrives in his passion for working closely with clients, many of whom have become personal friends. He embodies the Sharewise philosophy that with the right help, anything is achievable. Alex takes pride in helping both new and existing clients achieve their investment goals.
In addition to managing Sharewise, Alex is an investor in a video recruitment company and a Director of Alpha Point Capital, an international hedge fund. His leadership in these areas helps Sharewise stay at the forefront of FinTech and financial services.
Outside of work, Alex enjoys spending time with his wife Angela and their three children, Mia, Noah, and Bella. He also enjoys ocean swimming, fishing, walking his dogs, reading, and fitness.
"The market can be emotional, but successful investors need to be rational. Avoid panic selling during downturns, and don't get swept up in the euphoria of a bull market."
Our Investment Philosophy.
At Sharewise, we combine proven strategies with innovative insights to create a balanced approach that guides your investment journey.
Data-Driven Decisions
Deploying Technical and Fundamental Analysis
Our philosophy is driven by professional technical analysis and fundamental analysis. By combining these two powerful approaches, we uncover investment opportunities and manage risk with precision, ensuring each decision is informed and strategic.
Resilient and Adaptive
Responsive to the Market’s Pulse
At Sharewise, we proactively adjust our investment strategies in response to global economic and political events, ensuring your portfolio remains resilient and aligned with your investment goals.
Superior Strategy
Robust Strategies
We employ a superior strategy that diversifies investments across all tradeable assets and markets, aiming to enhance returns and manage risk effectively.
Manage Risk
Guarding your Investments
Position sizes, correlations, and volatility: we decipher these to design a risk landscape that is balanced, aiming to minimise downside and optimise your portfolio's resilience.
Comprehensive Insights
Knowledge Fuels Smart Decisions
Our full-service stockbroking service provides you with in-depth research, real-time data, and expert advisory, ensuring you're equipped to make informed decisions at every turn.
Navigate Market Cycles
Capitalising on Growth and Mitigating Risks
We thrive in both market upturns and downturns. By allocating assets across various sectors, we capitalise on growth during bullish phases while mitigating risks during bearish periods.
Get in Touch with our Team.
News Room.
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