Wealth Management – Professional Dealing and Execution Services
Maximise your investment potential with expert risk management and strategic buy and sell decisions.
What is the Wealth Management Service?
Dealing and execution is an investment service for our clients, that allows your dedicated advisor to oversee your portfolio on your behalf, ensuring strategic decision-making and timely buy and sell actions. This service offers professional oversight while providing a hands-off approach to investing. As we work on a non-discretionary basis, your advisor must get your confirmation before executing trades on your behalf, allowing you to maintain control over your investments.
By working with Sharewise, your portfolio will be actively looked after across both ASX and international markets, ensuring optimal timing for buys and sells, providing better risk management, and helping you maximise your investment potential.
What Platform Do We Use to Execute Trades?
We use AUSIEX, one of Australia's leading providers of trading technology, to execute and settle your trades. With over 25 years of experience in the local market and the backing of a multinational trading technology powerhouse, AUSIEX is trusted by financial institutions, intermediaries, advisers, and industry participants alike.
The platform allows your advisor to execute trades, monitor your portfolio’s performance, and provide you with detailed insights into your investments. You’ll also have access to your portfolio, enabling you to track your holdings, view performance reports, and make informed decisions.
By using AUSIEX, your portfolio will be managed with the most up-to-date tools and insights, ensuring that trades are executed with precision and in line with your financial goals..
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.
What Do I Need to Get Started?
Your advisor will handle the entire account opening process over a call, so you don’t need to lift a finger. We just need the following:
Identification
A government-issued photo ID (such as a passport or driver’s license) to verify your identity.
Bank Account Details
You can link any bank account to fund your Managed Account, or we can open a Macquarie CMA for you.
HIN
You can start a new HIN (Holder Identification Number) or transfer your existing HIN from your current broker to get started with a Sharewise Managed Account.
Once you’ve provided the necessary information, your advisor will submit the application on your behalf to AUSIEX, and your account will be set up and ready for investment. It typically takes 2-3 business days for the account to be approved and opened by AusieX.
How Does the Wealth Management Service Work?
When you choose to open an account with us, your advisor will:
Time Buy and Sell Trade Opportunities
Monitor the market, assess your portfolio, and present buy and sell trade opportunities when the time is right.
Undertake Risk Management
Implement strategies such as setting stop losses and take profits to manage risk and lock in wins at the right time.
Request Your Confirmation
Seek your approval before executing any trades, ensuring you remain in control of your portfolio at all times and know exactly what you are buying and selling.
Monitor Portfolio Performance
Continuously track the performance of your portfolio, adjusting to changes in the market and your risk appetite.
Provide Insights
Offer regular insights based on fundamental and technical analysis, macroeconomic conditions, and overall market performance to help you make informed decisions about your portfolio.
Maintain Full Transparency
Ensure you're fully informed about your portfolio's performance, the rationale behind trade recommendations, and any adjustments made to manage risk or seize new opportunities.
Outperforming Today for a Brighter Tomorrow.
Numbers don't lie. Our performance stats are a testament to our investment prowess.
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Past performance is not indicative of future performance.
Why Choose the Wealth Management Service?
Professional Oversight with Control
You get the expertise of a dedicated advisor, but the final decision-making remains in your hands.
Hands-Off Approach to Investing
You can enjoy a hands-off approach to investing. Your advisor takes care of the day-to-day management, leaving you free to focus on other priorities while ensuring your portfolio is being actively managed.
Non-Discretionary
Your advisor will present trade recommendations and ask for your approval before executing any trades, so you remain fully informed and in control of the decisions being made in your portfolio.
Simplified Communication
Your advisor will actively monitor your portfolio and suggest changes to manage risk and optimise performance.
Objectivity in Decision Making
With a professional advisor overseeing your portfolio, decisions are made with objective judgment based on market analysis and strategy—ensuring better results by reducing emotional decision-making.
Ongoing Portfolio Monitoring
Your portfolio is actively managed by your advisor, ensuring it doesn’t get neglected like many share portfolios do.
Better Performance
Managed clients typically achieve better results, as their portfolios are actively managed with professional insights and timely adjustments.
Prioritised Attention
As a non-discretionary managed account client, you're prioritised by your investment manager and will always be one of the first to receive a call when there’s a trade opportunity, ensuring you don’t miss out on the right buy or sell price.
Your Guide to Smarter Investing Starts Here.
Full transparency, no sign-up required.
Risk Management
Wealth management prioritises risk management to protect your investments and maximise growth potential. Your advisor will:
- Monitor Market Conditions – Stay informed on global market trends and adjust your portfolio accordingly to minimise exposure to market volatility.
- Diversify Your Portfolio – Spread investments across various asset classes, sectors, and markets to reduce risk and optimise long-term returns.
- Implement Stop Losses and Take Profits – Actively manage risk by setting stop losses to limit potential losses and take profits to lock in gains at the right time.
- Adapt to Changing Conditions – Continuously review your portfolio and make adjustments based on changes in market dynamics, economic shifts, and your evolving risk tolerance.
By working with Sharewise, you can rest assured that your portfolio is being actively managed with a strategic approach to managing risk, ensuring you stay on track to meet your investment goals.
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.
Consistently delivers sound advice leading to excellent results in profits.
"I’ve dealt with Alex now from Sharewise for a number of years and he consistently delivers sound advice leading to excellent results in profits. Highly recommend using his professional services for someone like me that hasn’t got the time to stay on top of the share market and needs someone to trust with investing in their financial security.
Nick P.
Property Developer
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 an 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.
Is a Share Advisor right for you?
Frequently Asked Questions.
What is the Sharewise Wealth Management Service?
Wealth managemnet is an investment service for our clients that allows your dedicated advisor to manage your portfolio on your behalf, ensuring strategic decision-making and timely buy and sell actions. This service offers professional oversight while providing a hands-off approach to investing. As we work on a non-discretionary basis, your advisor must get your confirmation before executing trades on your behalf, ensuring you maintain control over your investments.
How does Sharewise Wealth Management work?
Your advisor will present buy and sell trade recommendations, implement risk management strategies like setting stop losses and take profits, and seek your approval before placing any trades. You remain in control, while your advisor ensures your portfolio is actively managed.
Who is eligible for Sharewise Wealth Management?
To open a Sharewise Managed Account, you must be a member of our advisory service.
What are the costs associated with Sharewise Wealth Management?
There are no performance or management fees for managed accounts. The only cost is the brokerage fee of 1% for each buy and sell transaction, or $100, whichever is greater. This fee covers the advice provided and trade execution.
What platform do you use to manage my portfolio?
We use the AUSIEX platform to manage and track your portfolio. This platform provides real-time updates and detailed performance reports.
How do I get started with Sharewise Wealth Management?
To get started, you’ll have a call with your advisor to open your Sharewise Managed Account. During the call, your advisor will guide you through the account setup process. You’ll need to provide basic information, such as a government-issued photo ID for identity verification, and bank account details for funding the account. It typically takes 2-3 business days for the account to be approved and opened by AusieX. Once the account is set up, your advisor will present trade recommendations for your review and approval, and your portfolio will be managed and executed through the AUSIEX platform.
Can I make my own buy or sell decisions?
Yes, if you'd like to buy or sell a specific stock outside of the recommended trades, you can always call your broker to execute the transaction for you.
How often will my advisor contact me about my portfolio?
Your advisor will reach out regularly to provide updates on your portfolio’s performance, recommend adjustments based on market conditions, and ensure your portfolio stays aligned with your objectives. The AUSIEX platform will provide you with real-time access to your portfolio’s performance.
What is the minimum investment required to open a Sharewise Managed Account?
To open a Sharewise Managed Account, a minimum investment of $100,000 is required.
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