Performance Matters.
Numbers don't lie. Our performance stats are a testament to our investment prowess.
+26.49%
Our ASX return for FY25
vs. Market Return of 10.21%
+13.35%
Our ASX return for FY24
vs. Market Return of 7.80%
+12.90%
Our ASX return for FY23
vs. Market Return of 8.63%
Past performance is not indicative of future performance.
How these stock reports can help you.
The market is constantly evolving, and new opportunities emerge everyday. Don't get left behind. Our team of experts have curated these stock picks based on their strong fundamentals and promising growth potential, making them ideal investments for your portfolio.

Your Success in the Market Starts Here.
At Sharewise, our approach to investing is built on clarity, precision, and strategy. By combining technical and fundamental analysis, we uncover opportunities and manage risk with a data-driven mindset. Our diversified approach ensures portfolios remain balanced, resilient, and adaptive to global market shifts.

Whether you’re navigating volatility or pursuing growth, our insights are designed to simplify complexity and empower informed decisions.
Data-Driven Decisions
Our investment philosophy combines technical and fundamental analysis to uncover opportunities and manage risk with precision. Every recommendation is backed by data, research, and professional expertise — ensuring each move is informed and strategic.
Superior Strategy
We take a diversified, multi-asset approach to investing, balancing risk and reward across global markets. This strategy is designed to enhance returns, manage volatility, and protect your portfolio through all market cycles.
Resilient and Adaptable
Markets evolve — and so do we. Our team proactively adjusts strategies in response to global economic and political shifts, positioning portfolios to capture growth during bullish phases and remain resilient during downturns.
Effortless Portfolio Oversight
Your dedicated advisor manages the day-to-day performance of your portfolio while you remain in control of all trading decisions through our non-discretionary structure. This balance of professional management and client approval provides transparency, accountability, and confidence.
Strategic Risk Management
We carefully balance position sizes, correlations, and volatility to safeguard your investments. Through ongoing, proactive risk assessment, we maintain portfolio resilience and stability across changing market conditions.
Curated Market Insights
Our in-house analysts deliver institutional-grade research and stock recommendations, giving you access to the same calibre of insight used by professional investors.

What Our Clients Are Saying!

Excellent company that provides lots of share opportunities to consider. Always available if you need to call and discuss the best options.
Michael T.

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.
Lesley K.

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.
Cindy L.
Institutional Quality Research
Make informed decisions with confidence.
Dive into comprehensive stock-specific analysis, primarily focused on blue-chip and mid-cap companies. Our exhaustive research, led by Chief Investment Officer Rabbi (Rabih) Ahmed, and supported by our team of equity research analysts, ensures you have a deep understanding of the market landscape to invest with clarity and assurance.
Dedicated Investment Manager
Your partner in navigating the markets.
Our investment managers are licensed professionals with expert knowledge of the markets. They monitor stocks and market trends daily, managing risk while optimising your portfolio. Focused on maximising returns, they ensure your investments are actively managed and aligned with your objectives.
Technical Analysis
Leveraging technical analysis for informed trading.
Our experienced analysts utilise advanced technical analysis techniques to identify potential trading opportunities and manage risk.
Client Portal
Stay Informed with Our Client Portal.
Our exclusive client portal gives you 24/7 access to our daily market research, in-depth stock analysis, and buy/sell recommendations. Whether you're at home or on the go, you can stay informed with up-to-date insights and make well-informed decisions. Our user-friendly platform ensures you’re always connected to the latest market trends, putting expert guidance at your fingertips.
Buy/Sell Recommendations
Never miss an opportunity.
Backed by in-depth research and a clear investment thesis, our buy and sell recommendations go beyond simple tips - they’re strategic insights built on real company data and financial fundamentals. We make sure you understand exactly what you’re investing in and why.
Account & Portfolio Management
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 enjoying a hands-off investment process, we're here every step of the way.

Your Investment Journey to Wealth Creation.
Discover how Sharewise helps you build lasting wealth through expert advice, market intelligence, and proactive portfolio support — every step of the way.
Hear From More Happy Clients!

Great company, great communication and advise. Lachlan’s experience and professionalism is always well received. I highly recommend Lachlan as an advisor.
Domenic B.

We changed broker during the year as we were not getting great results. So glad we joined up with Harry at Sharewise. He has taken the time to genuinely get to know us and discuss our investing strategy. He is always quick to answer a text or phone call. And so far I can say that our portfolio is looking far healthier than it was before the switch.
Lisa H.

Harry has been a marvel - very helpful and chases me down on suitable stocks.
Can recommend them for great service and approaches.








