Free Portfolio Review.

Unlock Your Investment Potential with a non-committal Free Portfolio Review (worth $400) with Head of Trading Floor at Sharewise, Lachlan Callaghan.



Complete the Form below and Book your Free Session.

Free Portfolio Review.

Unlock Your Investment Potential with a non-committal Free Portfolio Review with Head of Trading Floor at Sharewise, Lachlan Callaghan.
Complete the Form below and

Book your Free Session.

Your Investment Worries? Consider Them Solved.

However you trade, Sharewise is your key to easy investing. Our tailored strategies ensure that every investment decision contributes to your financial security and future well-being.

Overwhelmed by Choices?

Our expert share investment advisors curate tailored strategies, narrowing down choices to what aligns best with your financial aspirations.


Burnt by

Past Decisions?

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.

Lack of Time for

Trades & Research?

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.

What Our Clients Are Saying!

We have enjoyed our experience with Alex at Sharewise, benefitting from both his personal, caring attitude, as well as working with us to create a sound financial path for our investments. Five star service! Thank you Alex. Steve and Robbie F.

Stephen F.

Alex from Sharewise has been looking after me well. He regularly keeps me updated and gives general advice on profitable stocks to purchase. He has also gone out of his way to research a stock that I have suggested that may be beneficial. Highly recommended.

Daniel 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.

Discover your Financial Potential.

The investment world can be overwhelming, especially if you've faced setbacks or are just starting out.

You want clarity, guidance, and most of all, results. At Sharewise, we've decoded the enigma of the stock market and tailored our stock portfolio management approach to resonate with your financial journey.

Guided Financial Compass

Our experienced advisors provide you with clear directional insights, ensuring you make informed decisions towards achieving your financial goals.

Effortless Portfolio Oversight

Our dedicated management ensures your investments are consistently monitored, adjusted and optimised, freeing up your time and reducing stress.

Curated Market

Insights

We sift through the noise, providing you with in-house institutional grade stock market analysis tailored to your portfolio's needs.

Strategic

Risk Management

We employ proactive risk assessment and management strategies, ensuring your portfolio is resilient against market volatilities.

Balanced Growth Approach

Our advisors take a balanced approach, focusing on both growth opportunities and safeguarding your investments from potential pitfalls.

Tailored Financial Blueprint

We customise every piece of advice, consider your financial standing, goals, and risk appetite, ensuring you receive guidance that's truly personal.

BOOK FREE PORTFOLIO REVIEW

“Sharewise and advisor Lachlan Callaghan provided an exceptional financial experience. Lachlan's expert guidance, personalized advice, and transparent communication surpassed expectations. I highly recommend Sharewise for their professionalism, commitment, and the valuable insights that have enhanced my investment journey.”

Daniel L.

BOOK FREE PORTFOLIO REVIEW

Sharewise Membership Features at a Glance.

Our share market advisory approach 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.

Institutional

Research

Make informed decisions with confidence.


  • In-depth stock analysis by experienced professionals.


  • Stock recommendations tailored to your financial aspirations.


  • Advanced use of Machine Learning and A.I. for stock recommendations.


  • Strategies to potentially outperform market averages.

Comprehensive

Market Reports

Stay ahead with

global insights.


  • Daily updates on global markets and ASX movements.

  • Weekly credit reports to gauge market liquidity.


  • Analysis of volatility and macro drivers influencing market trends.


  • Exclusive insights into corporate finance opportunities.

Multi-Asset

Strategies

Tailored investing for every risk appetite.


  • Recommendations that align with your individual risk tolerance.


  • Tailored strategies based on bull or bear market environments.


  • Risk allocation adjusted based on market volatility.


  • Monitoring and adjustment of position sizes.

Buy/Sell Recommendations

Never miss an opportunity.




  • Alerts when it's the optimal time to make a move.


  • Recommendations backed by thorough research and analysis.


  • Regularly updated recommendations in response to market changes.


  • Personalised ASX buy & sell  recommendations and ASX share recommendations based on your portfolio.

ASX

Webinars

Interact with industry leaders.




  • Regular webinars hosted by industry professionals.


  • Latest trends, insights, and opportunities in the ASX market.


  • Interactive Q&A sessions with our experts.


  • Exclusive content for s708 investors on IPO opportunities.

Account & Portfolio Management

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.

Outperforming Today for a Brighter Tomorrow.

Numbers don't lie. Our performance stats are a testament to our investment prowess.

+13.35%

Our return for FY24

+12.90%

Our return for FY23

+20.88%

Our return for FY22

Past performance is not indicative of future performance.

Your Journey to Wealth Creation.

Discover the transformative journey that Sharewise offers, guiding you toward financial empowerment and the growth of lasting wealth.

  • Step 1: Empowerment through Expertise


    Your voyage begins with seasoned advisors from Fortem Wealth, a prominent share advisory and corporate finance firm. These experts bring extensive experience, serving over 300 clients and advising more than $1 billion in funds. With Sharewise, you're tapping into a wealth of knowledge ready to shape your financial future.

  • Step 2: Navigating the Financial Landscape


    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 Credit 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.

  • Step 3: Actionable Recommendations


    We empower you with Buy and Sell recommendations backed by meticulous research. These recommendations are strategic moves designed for maximum returns. Weekly Equity Strategy Reports and Model Portfolios 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.

  • Step 4: Your Portfolio, Your Growth


    As you progress further, you'll come to understand that growth requires effective management. Experience Account & Portfolio Management, overseen by dedicated advisors. 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.


  • Step 5: Embracing Resilience


    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 financial advisors.

  • Step 6: A Journey of Lasting Wealth


    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.

I would definitely recommend working with Sharewise.

"I've used other brokers in the past but never found any success. Working with Lachlan has been the best thing to happen to my portfolio. He has helped me to understand the stock market and to make informed investment decisions. I would definitely recommend working with Sharewise."

Harvey S.

Get Started - Our Onboarding Process.

Our streamlined onboarding process is designed to make your experience with us as seamless as possible.

Strategy Call with Your Personal Advisor

Your success story begins with a strategy session. You'll have the opportunity to connect directly with a dedicated share advisor who will listen to your financial aspirations and provide insights into how we can help you achieve them. By understanding your goals from the start, we ensure that every recommendation aligns with your unique needs.

Portfolio Review

by our Analysts

Our experienced analysts will conduct an investment portfolio review, allowing us to personalise our recommendations based on your holdings, risk tolerance, and growth potential. We're committed to providing you with recommendations that fit your individual circumstances.

Open Your

Sharewise Account

As we guide you towards investment success, opening a Sharewise account is a key step. This account empowers your dedicated share advisor to implement strategies, conduct risk management, and oversee your portfolio's progress, ensuring that your investments remain on track.

Outperform with

Sharewise

Get ready to receive valuable insights and recommendations that can give you an edge in the market. With Sharewise, you'll gain access to our stock recommendations in Australia and global markets, as well as exclusive insights into corporate finance opportunities, giving you the tools to potentially outperform the market.

Hear From More Happy Clients!

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.

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.

Andrew O.

Book Your Free Portfolio Review with Lachlan Callaghan,

Head of Trading Floor.

Frequently Asked Questions.

  • How often will I receive stock recommendations?


    The number of recommendations provided is not fixed and can vary. In some weeks, there might be four recommendations shared, while in other weeks, there might be none. This fluctuation is contingent upon prevailing market conditions. Our approach is not driven by the need to meet specific expectations; instead, we prioritize publishing recommendations that stem from comprehensive analysis and thorough market research. With Sharewise, you'll gain access to Australia's undisputed best stock recommendation service, providing you with the insights needed to make well informed decisions.

  • What is included in the reports?


    Our reports offer insights into market trends, analysis of different equities, and model portfolios designed to guide your investment decisions.

  • How do I interact with my dedicated advisor?


    Your dedicated advisor is available during and outside market hours for direct communication through calls, emails, and messaging.

  • Do I have to open an account with Sharewise?


    While opening an account with Sharewise is not obligatory, we strongly encourage it due to the numerous benefits it offers. Having an account enables your advisor to gain comprehensive visibility into your portfolio, facilitating more precise risk management. Moreover, it allows for tailored buy and sell recommendations based on your specific holdings. Clients who opt for a managed account consistently witness superior results, making it a highly advantageous choice.

  • Can I receive personalised recommendations based on my risk tolerance?


    Absolutely. Our advisors tailor recommendations to your risk profile, ensuring your investment strategy aligns with your comfort level.

  • How does the managed account option work?


    Our managed account option is designed to offer you a hands-off, fully managed trading account  investment experience. When you choose this option, our team of expert advisors will actively manage your portfolio based on your long-term investment goals and risk tolerance. We conduct in-depth research, analyse market trends, and adjust your share investment portfolio as needed to optimise returns and mitigate risks. You'll have a dedicated advisor available for consultation and regular portfolio reviews to ensure your investments remain aligned with your objectives. Our portfolio management services aim is to take the burden of day-to-day management off your shoulders, so you can enjoy the benefits of professional, strategic investment and portfolio management solutions.