Expert Share Advisory Services For Smarter Investments

Discover a seamless blend of institutional research, expert advice and dedicated share portfolio management, fine-tuned to your aspirations.

Navigating the stock market successfully requires more than intuition—it demands strategic insights, rigorous analysis and professional guidance. Sharewise provides investors with comprehensive share advisory services designed to empower smarter investment decisions to help both new and experienced investors build and protect wealth. Our expert stockbrokers in Australia deliver clear, actionable recommendations that are grounded in data-driven research to help you achieve your unique investment goals.


Effective investing isn’t just about picking stocks; it’s also about having share portfolio management that adapts proactively to evolving market conditions. At Sharewise, we focus on aligning your investment approach with personalised strategies that balance risk and reward. Whether your goal is capital appreciation, dividend income, or a carefully balanced portfolio, our detailed market analysis and rigorous investment methods provide the insights you need to navigate market volatility and confidently grow your investments.



With professional expertise and timely share trading advice, you gain peace of mind knowing your investment decisions are backed by reliable data and specialist knowledge. A stockbroker at Sharewise will proactively monitor economic trends, corporate earnings and financial indicators to help you stay ahead in constantly changing markets. Trust our team to manage complexity, reduce uncertainty, and position your portfolio for sustainable, long-term success.

Speak to an Advisor

Explore the Advantages of Our Professional Share Advisory.

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 strategised our stock portfolio management approach to resonate with your investment 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

At Sharewise, we adopt a high-growth investment strategy aimed at identifying stocks with the potential for exponential growth.

Advanced Technical Analysis

Our experienced analysts utilise advanced technical analysis techniques to identify potential trading opportunities and manage risk. 

Our Return vs. The Market.

Our return is calculated based on a 1% risk allocation of portfolio value, multiplied by the cumulative risk-to-reward ratio of the positions. In other words, if 1% of your portfolio's value was allocated as risk to each recommended position, this is how your portfolio would have performed across all recommendations provided.

Past performance is not indicative of future performance.

Expert Share Portfolio Management for Investors

Effective investing involves expert guidance, detailed analysis, and strategic portfolio management. At Sharewise, our services provide comprehensive support—including clear advice on buying shares and strategic advice on selling shares that are tailored to your financial goals and market conditions.



Our professional share advisory services deliver targeted, timely recommendations by:

  • Conducting rigorous fundamental analysis to evaluate a company’s financial health and long-term potential.
  • Performing technical analysis to identify optimal entry and exit points.
  • Providing reliable share buying advice tailored precisely to your risk tolerance and financial objectives.
  • Offering strategic insights into selling shares, enabling you to lock in profits or manage risk effectively.


With proactive management and continual market monitoring, our share market advisory services guarantees that your portfolio is ready for the world's changing economic environments. Whether you aim for growth, income, or balanced returns, our targeted advice helps you confidently navigate market fluctuations, ultimately leading to sustainable investment outcomes. 

Understanding Market Trends & Navigating Economic Shifts.

The Impact of Market Trends on Investment Decisions

Major economic factors—such as global geopolitical events, pandemics, and central bank decisions on interest rates—have a significant influence on stock prices and portfolio performance. For instance, interest rate hikes from central banks like the Federal Reserve (USA) or Reserve Bank of Australia can increase borrowing costs, putting pressure on corporate profits and investor sentiment, leading to volatility in equity markets. Similarly, global events such as trade disputes between major economies can disrupt supply chains and affect companies’ earnings outlooks, prompting investors to adjust their investment strategies accordingly.


Navigating these complexities requires reliable share price advice and professional insights. By working with an experienced share market advisor, investors can effectively interpret market signals and understand their implications for portfolio positioning. This professional guidance helps investors maintain portfolio resilience and seize growth opportunities, even during periods of heightened economic uncertainty.

Staying Ahead with Proactive Investment Strategies

Proactively managing investment portfolios is essential for mitigating risks and capitalising on market opportunities. Effective strategies include diversifying investments across multiple sectors—such as technology, healthcare, and energy—to reduce exposure to sector-specific downturns. Additionally, strategic use of tools like stop-loss and trailing stop orders helps protect investments by automatically limiting losses during sudden market declines.



As a leading share market advisory company, Sharewise provides detailed stock market insights and comprehensive analysis that empower investors to adopt proactive asset allocation strategies. By diversifying investments across various geographies and asset classes—including equities, ETFs, and dividend-focused investments—investors can achieve improved portfolio stability and risk-adjusted returns. Understanding market cycles further enables investors to strategically accumulate undervalued assets during downturns and secure profits during phases of strong market growth.

How Sharewise Helps Investors Adapt to Market Changes

Adapting effectively to rapid market changes requires expert support and timely recommendations. As one of the best share market advisors, Sharewise consistently delivers detailed financial reports, regular market updates, and interactive expert-led webinars. These resources, combined with precise and actionable advice on selling shares, enable investors to make confident and informed decisions, ensuring portfolios remain agile in dynamic markets.



Our proactive communication approach ensures investors always stay ahead of economic forecasts, corporate earnings trends, industry developments, and detailed sector analyses. Sharewise’s unique analytical tools and proprietary research methodologies provide investors with distinct advantages in spotting early market opportunities and managing risk effectively, fostering sustained investment success amid evolving market conditions.

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

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.

Speak to an Advisor

Download our 2024 Performance Report.

Full transparency, no sign-up required.

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.

Institutional

Research

Make informed decisions with confidence.


  • Our dedicated team of analysts provide in-depth research and actionable insights on ASX/US-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/US equities.


  • Advanced technical analysis to identify potential trading opportunities.

Comprehensive

Market Reports

Stay ahead with

global insights.


  • Daily updates on global markets and ASX/US movements.


  • Regularly updated stock market reports on ASX/US 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 app (launched later in the year).

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/US stocks.


  • Watch our webinars with the executives of ASX companies.


  • Manage your Sharewise membership.


  • Reach out to your advisor and Sharewise support.

Buy/Sell Recommendations

Never miss an opportunity.



  • Timely ASX/US 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.


  • High growth focused stock picks.

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.


  • In-depth analysis of recent market events and Australian stock market research.


  • Strategies and predictions for the future.


  • Archived webinars for members to revisit anytime.


  • Exclusive content for s708 investors on IPO opportunities.


  • Discover the latest trends, insights, and opportunities in the ASX market, along with our expert Australian share recommendations during interactive Q&A sessions with our experts.

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.


  • Hands-off, personalised trading account management services experience.

  • Receive a call for every a buy/sell recommendation.


  • Insights on potential shifts in market strategy.

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's stock advisory services.

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.

Invest with Sharewise and make your money go further.

Get Started - Our Onboarding Process.

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

Login to our Client Portal

Our exclusive client portal is your gateway to make smarter investment decisions anytime, anywhere. We have designed the portal to enhance our clients' investment experience and provide them with valuable insights 24/7.

Strategy Call with Your

Share 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 a portfolio review, offering advice on your holdings, and the next steps forward for your portfolio, based on fundamental and technical analysis. We’re committed to providing recommendations aligned with your preferences and goals.

Open Your

Sharewise Account

As we guide you towards investment success, opening a managed advisory account is a key step towards investment success. It allows your dedicated share advisor to implement strategies, manage risk, and actively monitor your portfolio’s progress to ensure your investments stay on course. While we provide expert guidance, all trades are executed with your confirmation, ensuring full transparency in every decision.

Start Your Membership Today.

Your Own Investment Hub.

Our exclusive client portal is your gateway to make smarter investment decisions anytime, anywhere. We have designed the portal to enhance our clients' investment experience and provide them with valuable insights 24/7.

Real-time trade updates

View our open trades on ASX and US positions. See which stocks we're currently buying and holding.

Recommendation History

Access our recent winners and losers, as well as all our past published recommendations on both Australian and US equities.

In-depth Market Research

Keep up on the global market with our twice-daily updates, and institutional research notes on ASX and US stocks. Watch our webinars with the executives of ASX companies.

Simplified Communication

Connect directly with your share advisor and our support team for assistance whenever you need it. Manage your Sharewise membership and billing.

Maximise Your Investment Potential With Sharewise’s Expert Advisory Services

As one of the best share market advisory services, our approach is grounded in real-time market awareness and deep investment research so that your portfolio stays one step ahead. Whether you’re building long-term wealth or navigating short-term market shifts, we deliver the tools, strategies and guidance to support confident decisions.


Our expert advisors take the time to understand your financial goals and risk tolerance to provide you with personalised share trading advice that evolves with changing market conditions. With proactive communication and clear recommendations, we help you seize new opportunities, manage risk effectively and maintain control of your investment journey.

Invest with Sharewise and make your money go further.

Is a Share Advisor right for you?

Frequently Asked Questions.

  • How can I access all of Sharewise's recommendations and research?

    Sharewise’s share market advice, recommendations and research reports are accessible through our online client portal. You can log in at any time to view market insights, stock analysis, and data-driven investment recommendations.

  • How often will I receive stock recommendations?

    The number of recommendations varies depending on market conditions. During active periods, you might receive multiple share trading advice updates weekly, whereas quieter market phases could mean fewer updates. This guarantees each recommendation aligns precisely with rigorous market analysis, helping you make strategic and confident investment decisions.

  • What is included in the reports?

    Sharewise reports are comprehensive and designed to provide actionable market intelligence, supporting your share portfolio management decisions. Each report contains detailed fundamental and technical analysis, clear explanations of our investment rationale, and model portfolios highlighting stocks selected based on market trends, forecasts, and risk assessment. Our insights equip you to make informed, strategic decisions confidently.

  • How do I interact with my dedicated advisor?

    Your dedicated advisor is accessible through scheduled calls, emails, or virtual meetings, providing personalised support tailored to your investment strategy. We encourage regular communication to discuss your portfolio, investment goals, and any questions or market developments.


    Our advisors proactively keep you informed, ensuring you always remain aligned with your investment objectives. Fill out our online form to book a call with an advisor!

  • 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 tailored benefits you’ll receive. Having an account enables your advisor to better understand your investment goals and provide precise recommendations tailored to your financial situation and objectives. It also enhances visibility into your portfolio, facilitating more effective risk management.

  • Can I receive recommendations based on my risk tolerance?

    Absolutely. At Sharewise, we place your risk tolerance at the core of every recommendation. Our share advisors carefully assess your investment preferences, financial goals and comfort with volatility to guide recommendations that align closely with your personal risk profile. Whether your preference leans conservative or growth-focused, we tailor strategies to your comfort level.

  • How does the managed account option work?

    Our managed account option provides you with comprehensive share portfolio management, fully managed by Sharewise’s professional advisors. We take responsibility for daily portfolio decisions, investment selection, and rebalancing based on detailed market analysis and your specific risk tolerance. This hands-off approach offers transparency, regular performance reporting, and ease of investment management.

  • How does a share advisory company differ from a stockbroker?

    A share advisory company focuses primarily on providing strategic recommendations, portfolio analysis, and ongoing investment guidance. In contrast, a stockbroker predominantly facilitates transactions and executes trades. Advisory services prioritise deeper research, strategic planning, and tailored recommendations designed for long-term financial outcomes.

  • How does a stock market advisory company identify high-potential stocks?

    We employ a rigorous analytical approach combining fundamental analysis (earnings, cash flow, valuations), technical analysis (market momentum, chart patterns), and sentiment analysis (investor confidence, economic conditions).


    Our advisors evaluate multiple data points to uncover high-potential stocks suitable for various investment strategies. This comprehensive methodology ensures robust, balanced recommendations aligned to your goals.

  • How do I choose the right share advisory company for my investment goals?

    When choosing a share advisory service, evaluate the company’s expertise, historical performance, alignment with your objectives, and quality of client support. Review transparency, responsiveness, and depth of analysis provided. Ideally, select a service with a proven record of delivering consistently tailored investment strategies matched specifically to your financial goals and risk profile.

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This week's Stock Spotlight is NYSE-listed Wells Fargo & Company. About Wells Fargo & Company. Wells Fargo & Company, a financial services company, provides diversified banking, investment, mortgage, and consumer and commercial finance products and services in the United States and internationally. The company operates through four segments: Consumer Banking and Lending; Commercial Banking; Corporate and Investment Banking; and Wealth and Investment Management. The Consumer Banking and Lending segment offers diversified financial products and services for consumers and small businesses. Its financial products and services include checking and savings accounts, and credit and debit cards, as well as home, auto, personal, and small business lending services. The Commercial Banking segment provides financial solutions to private, family owned, and certain public companies. Its products and services include banking and credit products across various industry sectors and municipalities, secured lending and lease products, and treasury management services. The Corporate and Investment Banking segment offers a suite of capital markets, banking, and financial products and services, such as corporate banking, investment banking, treasury management, commercial real estate lending and servicing, equity, and fixed income solutions, as well as sales, trading, and research capabilities services to corporate, commercial real estate, government, and institutional clients. The Wealth and Investment Management segment provides personalized wealth management, brokerage, financial planning, lending, private banking, and trust and fiduciary products and services to affluent, high-net worth, and ultra-high-net worth clients. It also operates through financial advisors in brokerage and wealth offices, consumer bank branches, independent offices, and digitally through WellsTrade and Intuitive Investor. The company was founded in 1852 and is headquartered in San Francisco, California. Source: Yahoo Finance Key Stats

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Invest with Sharewise and make your money go further.