Membership Options
Unlock Your Investment Potential.
Work with your own Share Advisor and receive expert driven insights, risk-management, and real-time market analysis.
Compare Our Plans
30-Day Cooling-Off Period:
Your satisfaction is paramount. If within the first 30 days of your membership you’re not completely satisfied, simply contact us to request a full refund. We believe in our services and want you to feel confident in your choice. No hassles, no hurdles.
Brokerage Fees for Managed Accounts Only:
- For trades up to $10,000, a flat fee of $100 applies.
- For trades above $10,000, a fee of 1% of the traded amount will be charged.
Start Your Share Advisory Membership Today.
Sharewise Membership Features at a Glance.
Our approach to investing is underpinned by a collection of features designed with you in mind. Each element is crafted to support your investment journey, no matter where you're starting from. Here's a closer look at what sets our service apart.
Dedicated Investment Manager
Professional expertise at your side.
- Work directly with a licensed Sharewise investment manager.
- Experienced professionals with deep knowledge of ASX and global markets.
- You’ll have their direct line for access during and outside of market hours.
- Receive general advice and updates as market conditions evolve.
- All advice is non-discretionary. No trades are placed without your confirmation.
- A valuable sounding board to help you interpret market movements and navigate opportunities.
- Ongoing portfolio monitoring to help you stay informed and confident.
Corporate Finance Access
Exclusive opportunities in the public market.
- Priority access to select IPOs, placements, and capital raisings through our in-house corporate finance division.
- Early visibility on upcoming deals before they're widely promoted.
- Attend exclusive investor briefings, webinars, and Q&A sessions with company executives.
- Backed by Sharewise's due diligence process and capital markets expertise.
- Get exposure to companies expanding into new markets, launching new products, or repositioning post-acquisition.
- Access select pre-IPO placements and early capital raisings before companies officially list.
Exclusive
Client Portal
Your Investment Hub.
- See what stocks we're currently buying and holding.
- View our recent winners and losers.
- Look at all our past recommendations for Australian and US equities.
- Read our market updates and investment reports.
- Access research notes on ASX and global stocks.
- Watch our webinars with the executives of ASX and global companies.
- Manage your Sharewise membership.
- Reach out to your advisor and Sharewise support.
Institutional
Research
Make informed decisions with confidence.
- Our dedicated team of analysts provide in-depth research and actionable insights on ASX and globally-listed companies.
- Future market trend predictions based on historical data.
- Analysis of macroeconomics to manage risk.
- Insights on global, liquid stocks for diversified portfolios.
- Strategies to potentially outperform market averages.
- Regularly updated research notes on ASX and global equities.
- Advanced technical analysis to identify potential trading opportunities.
Comprehensive
Market Reports
Stay ahead with global insights.
- Daily updates on global markets and ASX movements.
- Regularly updated stock market reports on ASX and global equities.
- Weekly credit reports to gauge market liquidity.
- Monthly global market wrap-up.
- Analysis of volatility and macro drivers influencing market trends.
- Exclusive insights into corporate finance opportunities.
- Deep dive research notes on hand-picked blue chip stocks.
- All reports conveniently sent via email and available on our portal.
Live Investor Events
Real conversations with market leaders.
- Join Sharewise-hosted events featuring executives from ASX-listed and soon-to-list companies.
- Hear directly from decision-makers about company strategy, performance, and outlook.
- Attend our flagship Stocks and Sips event series.
- Connect and network with other investors and fellow Sharewise clients.
- Walk away with sharper insights and greater conviction in the companies you're watching.
- Ask questions and hear directly from the executives shaping the future of public companies.
Buy/Sell Recommendations
Never miss an opportunity.
- Timely ASX, US and global buy & sell recommendations.
- Alerts when it's the optimal time to make a move.
- We leverage a combination of fundamental and technical analysis to identify potential investment opportunities and mitigate risks.
- Regularly updated recommendations in response to market changes.
- Hands-off option with managed advisory account.
- Receive a call every time there's a new recommendation.
- Trustworthy advice from your dedicated share advisor.
Live Investor Webinars
Interact with market leaders and investment experts.
- Regular webinars hosted by industry professionals.
- Latest trends, insights, and opportunities in the ASX market.
- Interactive Q&A sessions with our experts.
- In-depth analysis of recent market events and Australian and US stock market research.
- Strategies and predictions for the future.
- Archived webinars for members to revisit anytime.
- Exclusive content for s708 investors on IPO opportunities.
- Masterclasses led by our Sharewise Investment Managers, where we break down market trends, investment themes, and real-time opportunities in a clear, practical format.
Your investments, our dedicated attention.
- A dedicated share advisor for all your portfolio queries.
- Speak to your advisor during and outside of market hours.
- Risk management tailored to your financial portfolio management needs.
- Quarterly portfolio reviews to gauge progress.
- Hands-off, personalised trading account management services experience.
- Receive a call for every a buy/sell recommendation.
- Insights on potential shifts in market strategy.
Why Choose Our Bundle (ASX + Global) Membership?
Maximise your investment potential with our comprehensive ASX + Global bundle. By combining access to both Australian and international markets, you gain a diverse portfolio and a global perspective.
By choosing our ASX+Global bundle, you're taking a strategic step towards achieving your investment goals. Here's why our members love the bundle option:
- Deeper Savings:
By investing in the bundle option, you'll enjoy significant savings compared to our individual ASX and US membership plans.
- Diversification:
Don't put all your eggs in one basket. Diversify your equities across multiple markets.
- Robust Portfolio:
Spread your risk by investing in different stock exchanges. Protect your portfolio from market volatility and enhance its resilience.
- Global Opportunities:
Access a wider range of opportunities. Invest in some of the largest companies in the world.
- Enhanced Investment Strategy:
Develop a well-rounded investment strategy with our expert guidance.
- Currency Diversification:
Investing in both Australian and international stocks can help mitigate currency risk.
- Solid Foundation:
Investing in both the ASX and international markets can provide a solid foundation for long-term portfolio success. Combine the strength of various markets.
Unlock a world of investment opportunities with our comprehensive bundle membership.
What our clients say.
Committed always to growing your wealth for the future, our team love creating success stories just like these. Real people, real stories and real wealth with the help of Sharewise.
I had no idea what I was doing before.
"Alex has managed my portfolio for the past 4 years. Year after year he has proven to me he knows what he's doing. Even during COVID I managed to make 7%. He gives me a call every week to discuss the portfolio and how the stocks are going. Definitely saves me a lot of time from researching especially as I had no idea what I was doing before."
Matt G.
