All learn articles

Learn how to start investing—and develop your wealth for the long term—with our library of articles, videos, and podcasts.

104 articles

Do fossil fuels play a part in the transition?
From rocks to renewables - Echelon CEO Andrew Jefferies
Published date,26 September 2024
1 min read
Shared Lunch
Navigating Turbulence: Air New Zealand
What is Air NZ doing to fly a smoother path?
Published date,19 September 2024
1 min read
Shared Lunch
Dairy Drama
Synlait's make or break moment
Published date,12 September 2024
1 min read
Shared Lunch
ASX: Insights, earnings & outlook
A deep dive into the ASX market from a fund specialist perspective.
Published date,9 September 2024
1 min read
Shared Lunch
Rocket Lab off to Mars
Mars & beyond with Rocket Lab’s Sir Peter Beck
Published date,22 August 2024
1 min read
Shared Lunch
Fisher & Paykel Healthcare
Fisher & Paykel Healthcare 41 years on: Lewis Gradon
Published date,8 August 2024
1 min read
Shared Lunch
An intro to investing in small-cap stocks
We deep dive into the unique opportunities and risks that come with small-cap stocks, and cover what you should know before investing in one.
Published date,23 July 2024
5 min read
Build your Portfolio
Weight Loss Drug Boom
From fad to future—the business of weight loss drugs
Published date,13 June 2024
1 min read
Shared Lunch
How to choose a company to invest in
Investing in companies is about giving you a shot at the returns you want, in a desirable time horizon, while taking risks you’re comfortable with.
Published date,13 June 2024
5 min read
Build your Portfolio
How has Infratil sustained double digit growth?
30 Years of Infratil: Achievements and Ambition
Published date,6 June 2024
1 min read
Shared Lunch
Energy and water tech on steroids—Gentrack
The new tech powering energy, water & airports
Published date,23 May 2024
1 min read
Shared Lunch
What are compound returns?
Compound returns are a great reason to invest—if you can get them. They’re also a great example of how investing helps make your money work for you.
Published date,16 May 2024
4 min read
Explainers
4 beginner investor mistakes to avoid
When you’re starting out as an investor, you’re bound to make a few mistakes. That’s okay! Here’s some ways you can avoid some of the common pitfalls.
Published date,15 May 2024
3 min read
Investing basics
How to form an investing habit
Check out our top tips on how to build an investing habit—from starting small, to investing with mates.
Published date,14 May 2024
4 min read
Build your Portfolio
What’s a blue chip?
We explain what a blue chip is, why people invest in blue chips, and what tradeoffs you make when you invest in them.
Published date,13 May 2024
3 min read
Explainers
What does it mean to be an investor?
Let’s look at what it really means to be an investor, and how you can use investing to connect to your underlying ethics, values, and preferences.
Published date,12 May 2024
4 min read
Explainers
Planning for your future
Let’s take a look at the impact of investing now, building a regular investing habit, and how you can shape your money for years to come.
Published date,10 May 2024
2 min read
Build your Portfolio
Meta in focus—AI, ethics, and TikTok
What’s next for Meta, the tech titan behind brands like Facebook, Instagram, and WhatsApp?
Published date,9 May 2024
1 min read
Shared Lunch
Behind the B: How B Corps make business better
Brooke Roberts chats to Alex and Mindy from B Lab about the B Corp movement sweeping the globe.
Published date,2 May 2024
1 min read
Shared Lunch
NVIDIA's success in the AI revolution
Investing in AI—NVIDIA & beyond
Published date,7 March 2024
1 min read
Shared Lunch
What happens when a company delists?
Why a company might delist from an exchange, what to expect if one of your investments delists, and what the over-the-counter (OTC) market is.
Published date,15 February 2024
4 min read
Explainers
Victoria shares: how to invest for the long term
Victoria Devine from She’s on the Money shares her top tips for long-term investing, from setting investment goals to automating your investing.
Published date,25 January 2024
4 min read
From the experts
The new way to invest in Bitcoin
Regulated Bitcoin—pros and cons
Published date,25 January 2024
1 min read
Shared Lunch
An investing checklist for the new year
The start of the year is a great time to do a “stocktake” and think about what kind of investing you’d like to do in the year ahead!
Published date,11 January 2024
4 min read
Build your Portfolio
How much risk is right for me?
Different investments have different levels of risk. Letʻs look at what risk is, how it’s related to returns, and what you can do to manage it.
Published date,11 January 2024
5 min read
Investing basics
Kids & Money with Nigel Latta
Nigel Latta talks about the importance of values when it comes to teaching kids about money.
Published date,4 January 2024
1 min read
Shared Lunch
Investor Journeys—Hannah
Hannah, a business owner from Perth, shares her journey from being in debt to investing for the long term—and how she changed her money mindset along the way.
Published date,4 December 2023
4 min read
Investor Journeys
Investor Journeys—Jacqui
Jacqui shares the money lessons she’s learnt in life, from growing up in poverty and getting into debt, to being a homeowner and now Sharesies investor.
Published date,28 November 2023
3 min read
Investor Journeys
Shared Lunch: Mainfreight–a 100+ year business in the making
Behind the Mainfreight formula now and into the future
Published date,23 November 2023
1 min read
Shared Lunch
Apple Unwrapped
Can Apple continue its stellar run?
Published date,16 November 2023
1 min read
Shared Lunch
Investor Journeys—Gerry
Gerry shares his experience as an investor in his late 50s, from buying his first shares to discovering the Sharesies app recently on an in-flight broadcast.
Published date,16 November 2023
3 min read
Investor Journeys
Are bonds on the comeback?
Investing in bonds 101
Published date,12 October 2023
1 min read
Shared Lunch
Ampol’s integration of Z Energy
Ampol chief executive Matt Halliday talks about how Ampol’s sunset business is transitioning
Published date,28 August 2023
1 min read
Shared Lunch
Investor Journeys—Tim
Growing up, Tim didn’t learn about investing. After some trial and error, he’s found a strategy to set him and his young family up for the future.
Published date,22 August 2023
5 min read
Investor Journeys
Dirty Stocks
The transition from dirty stocks to renewables
Published date,17 August 2023
1 min read
Shared Lunch
The Tesla Phenomenon
Under the hood of the phenomenon that is Elon Musk’s Tesla.
Published date,10 August 2023
1 min read
Shared Lunch
All things dividends
Should you consider dividend paying stocks as part of your portfolio?
Published date,20 July 2023
1 min read
Shared Lunch
Rights offers: what you need to know
Rights offers are one way that companies raise money. Let’s look at how they work, what they mean for investors, and how to decide whether to take part in one.
Published date,10 May 2023
8 min read
Explainers
What’s a dividend reinvestment plan?
A dividend reinvestment plan (DRP or DRIP) can make it cheaper and easier for you to grow an investment. But how does it work?
Published date,27 February 2023
4 min read
Explainers
How to compare funds tracking the same index
What are ETFs actually tracking, and how do people tell the difference between them and choose which one to invest in?
Published date,17 February 2023
4 min read
Explainers
Resources to start investing in 2023
From online tools to podcasts and videos, we’ve pulled together a list of money and investing resources to explore in 2023
Published date,24 January 2023
3 min read
Investing basics
Investor Journeys—Julia
University graduate Julia has always found ways to earn and save money. She shares how investing is helping her reach her goal to be financially independent.
Published date,12 January 2023
2 min read
Investor Journeys
Investor Journeys—Brooke
23-year-old Brooke didn’t understand investing until she made a start. She shares how she’s educated herself and why she wants to be financially independent.
Published date,10 January 2023
4 min read
Investor Journeys
Investor Journeys—Lili
Lili is a Brisbane-based university graduate who started investing as a student. Now earning an income, she shares how she decides what to invest in and why.
Published date,20 December 2022
3 min read
Investor Journeys
Investor Journeys—Jacinta
Jacinta was recently diagnosed with ADHD and autism. She’s found that investing on the Sharesies platform suits her neurodivergent way of thinking.
Published date,22 November 2022
4 min read
Investor Journeys
Exchange-traded funds, explained
Exchange-traded funds (ETFs) are like the investing world’s bundle deal, so should you consider adding them to your Portfolio?
Published date,11 October 2022
5 min read
Explainers
A short history of share market downturns
We look at some notable share market downturns and why it’s always important to look at the big picture.
Published date,3 October 2022
6 min read
Market movements
How to invest when the market dips
It can be hard to know what to do in a market dip. We look at some things to keep in mind when the market dips.
Published date,25 July 2022
6 min read
Market movements
The name’s bond… investment bond
Bonds are a bit different from shares—so we thought we’d spend some time explaining what they are and why people consider investing in them.
Published date,31 May 2022
4 min read
Explainers
Structuring portfolios for market dips
It's hard to say exactly when a share market dip will happen—so it’s helpful to be prepared, and consider how to structure a portfolio to weather a market dip.
Published date,25 May 2022
4 min read
Explainers
How the global economy affects investing
In a super-connected world, it’s inevitable that global events can impact investment portfolios right here in Australia.
Published date,24 May 2022
5 min read
Explainers
Raising capital: debt vs. equity
Sometimes, companies need extra cash for their business. Getting this extra cash is called raising capital, and they generally do this through debt or equity.
Published date,9 May 2022
6 min read
Explainers
How to review your investment portfolio
If you’re investing for the long term, it usually makes sense to review your portfolio every now and again to check you’re still on track to achieve your goals.
Published date,3 May 2022
5 min read
Build your Portfolio
Investor Journeys—Liz
Liz is a collector of hobbies; from designing and sewing her own clothes, to houseplants and video games. Her latest obsession? Investing.
Published date,21 April 2022
4 min read
Investor Journeys
Investor Journeys—Rob and Lach
Meet Rob and Lach, the hosts of Unlikely Investors, a podcast series by Pedestrian Group and Sharesies. They shared their own adventures into investing.
Published date,14 April 2022
6 min read
Investor Journeys
Buy low, sell high: what it is in practice
In investing, we hear the phrase “buy low, sell high” a lot. But when we dig into it, you can see that it’s a lot more complex than just four words!
Published date,13 April 2022
5 min read
Explainers
Why invest?
There are lots of different reasons why people invest. It can be personal, and is often tied to your wider life and financial situation.
Published date,11 April 2022
3 min read
Explainers
Investor Journeys—Alyssia
On top of building a new house with her partner, 22-year-old med student Alyssia shares how she’s building an investment portfolio using the Sharesies platform.
Published date,31 March 2022
3 min read
Investor Journeys
Investor Journeys—Kate
We sat down with Kate to discover why she started investing and how the Sharesies platform is helping her to reach her long-term financial goals.
Published date,25 March 2022
3 min read
Investor Journeys
Investor Journeys—Hannah
When 29-year-old firefighter Hannah isn’t throwing some serious tin around at the gym, she’s working on building long-term wealth using the Sharesies platform.
Published date,16 March 2022
4 min read
Investor Journeys
What’s capital, and why does it matter?
Capital is one of the core ideas of investing. It’s one of the reasons why we, as investors, have opportunities available to us.
Published date,7 March 2022
4 min read
Explainers
Investing ethically: it’s up to you
Let’s have a look at how you can invest ethically, and what to look for when you’re investing with ethics in mind.
Published date,7 March 2022
5 min read
Build your Portfolio
Why invest overseas?
Let’s look at why you might invest in overseas companies and funds, and what you might consider when looking to invest in different-sized economies.
Published date,7 March 2022
4 min read
Explainers
What's dollar-cost averaging?
Dollar-cost averaging is when you choose to invest a certain amount on a particular investment regularly, regardless of whether the share price is high or low.
Published date,23 February 2022
3 min read
Investing basics
What’s an investment horizon?
How long you plan to invest for—aka a ‘time horizon’ is an important decision. Generally, this has a big impact on the type of things you invest in.
Published date,23 February 2022
3 min read
Investing basics
Investing in thematic exchange-traded funds
What's a thematic ETF? How do you invest in thematic ETFs? We chat with BetaShares, ETF Securities, and VanEck to find out more.
Published date,17 February 2022
8 min read
Build your Portfolio
Top resources to start investing in 2022
Keen to learn more about investing but not sure where to start? We’ve pulled together a list of resources for taking the first steps on your learning journey.
Published date,15 February 2022
2 min read
Investing basics
Helpful terms for comparing companies
So, you want to invest in individual companies—but how do you choose which ones to invest in? Understanding these terms will help you decide!
Published date,13 January 2022
6 min read
Explainers
Who’s in charge of a company?
As an investor, it’s useful to understand who’s in charge of running a company. After all, the company succeeds or fails based on their decisions.
Published date,13 January 2022
4 min read
Explainers
Is it too late to start investing?
Think investing for the long term is just for people in their 20s or 30s? Well, we’ve got some great news: no matter your age, you might benefit from investing.
Published date,13 January 2022
4 min read
Explainers
How to use auto-invest in an investing strategy
Who knew setting-and-forgetting counts as an investing strategy? We cover how it may help you reach your financial goals.
Published date,5 January 2022
3 min read
Build your Portfolio
An intro to cryptocurrency
Let’s cover what you might consider if you’re looking to buy and hold crypto—like Bitcoin, Ethereum, and thousands of others—and the different ways to do it.
Published date,21 December 2021
3 min read
Build your Portfolio
A deep dive into investment liquidity
Let’s open the floodgates on what liquidity is, what it’s determined by, and the risks associated with it. Full steam ahead!
Published date,9 December 2021
5 min read
Explainers
Investor Journeys—Maryann
We sat down with the 31-year-old mother-of-one to chat about her investing journey and how the Sharesies platform fits in with her financial goals.
Published date,3 December 2021
4 min read
Investor Journeys
Investment jargon explained
Let’s break down some of the investment jargon you’ll likely come across over and over again.
Published date,15 November 2021
5 min read
Explainers
Is it better to save or invest?
When it comes to managing your money, should you be saving, investing, or both?
Published date,15 November 2021
4 min read
Build your Portfolio
Sharesies' process for share prices
Let’s look at how share prices work for companies and exchange-traded funds (ETFs) on Sharesies.
Published date,15 November 2021
5 min read
Explainers
Sharesies' process for US investments
We’re pulling back the curtain on what happens when you place a buy or sell order for US investments through Sharesies.
Published date,15 November 2021
4 min read
Explainers
What’s an IPO?
An initial public offering (IPO) is a process that a company goes through to become ‘listed” on an exchange. Once listed, people can buy shares to invest in it.
Published date,15 November 2021
7 min read
Explainers
Sharesies' process for NZ investments
Let’s dive into what happens when you place a buy or sell order for investments listed on the New Zealand Stock Exchange (NZX).
Published date,15 November 2021
4 min read
Explainers
Sharesies’ process for Australian investments
Let's look at what happens when you place a buy or sell order for investments on the Australian Securities Exchange (ASX) through the Sharesies’ platform.
Published date,15 November 2021
4 min read
Explainers
Investor Journeys—Hannah
Hannah didn't know about investing growing up. But now she’s become a confident investor through the Sharesies platform.
Published date,19 October 2021
4 min read
Investor Journeys
Investor Journeys—Dave
Dave owns a beautiful home in Melbourne and is building a Sharesies portfolio with his two sons in mind. We had a quick chat about why he started investing.
Published date,7 October 2021
4 min read
Investor Journeys
Investor Journeys—Annabelle
Having once been bogged down by buy-now-pay-later debt, Annabelle is now on the road to building an investment portfolio that she’s proud of.
Published date,6 October 2021
4 min read
Investor Journeys
What annual reports tell you about a company
Companies share heaps of information publicly—it’s part of the deal when listing on an exchange. One way they do this is by releasing annual reports.
Published date,6 October 2021
5 min read
Explainers
Invest, save, or spend?
Every decision you make with your money falls into one of three categories: investing, saving, and spending.
Published date,3 September 2021
4 min read
Build your Portfolio
Why do shares change price?
If you take a look at a line graph of any share price history, you might see all kinds of movements. Sometimes it goes up in price, sometimes it goes down.
Published date,9 August 2021
5 min read
Explainers
How an index fund works
Index funds are investments that track an index—like the S&P/ASX 200. They follow a set of rules, and tend to track the overall share market’s movements.
Published date,2 August 2021
5 min read
Explainers
What to think about before you sell
Before selling your shares, you might want to think about your goals, the price you’re locking in, and whether or not you need the money.
Published date,23 July 2021
5 min read
Build your Portfolio
What’s an ADR?
An American depositary receipt (ADR) represents shares in a foreign company that’s listed on an exchange outside of the US. But how do they differ from shares?
Published date,20 July 2021
5 min read
Explainers
Investor Journeys—Alex
Alex started building her investment portfolio six years ago using multiple investment platforms—and now, she has a Sharesies account too!
Published date,19 July 2021
4 min read
Investor Journeys
3 things to do before you start investing
Before you start investing it can help to think about your budget, saving up an emergency fund, and making a plan to tackle debt.
Published date,16 June 2021
3 min read
Investing basics
Some investment strategies to get you started
Starting your investing journey? A strategy can help you decide what to invest in, when to buy and sell shares, and how much to sell your shares for.
Published date,4 June 2021
5 min read
Build your Portfolio
Why invest for the long term?
Investing for the long term is a strategy where you expect an investment to grow over many years—even if its value goes up and down in the short term.
Published date,27 May 2021
5 min read
Explainers
Who owns the investments I have through Sharesies?
Short answer: you are the owner of the money in your Wallet and the investments in your Portfolio. Read on to find out how we hold them on your behalf.
Published date,24 May 2021
4 min read
Explainers
How much should I invest?
When deciding how much to invest, having a goal—and an investing strategy to reach it—can help you choose an amount that’s affordable and sustainable.
Published date,14 May 2021
3 min read
Investing basics
An introduction to corporate actions
Corporate actions: when companies do something that might affect share prices. We explain more about corporate actions and how they affect your investment.
Published date,22 April 2021
5 min read
Explainers
A deep dive into foreign exchange
We explain why foreign exchange—the concept of buying and selling foreign currency—is a major factor when you’re investing overseas.
Published date,12 April 2021
5 min read
Explainers
How to choose a fund to invest in
If you’re investing in exchange-traded funds (ETFs) for the first time, you might feel a bit spoiled for choice. Here's how to narrow it down.
Published date,12 April 2021
2 min read
Build your Portfolio
The different dimensions of diversification
By investing across lots of different things, you spread your money around. It’s like the old cliche—“don’t put all your eggs in one basket”.
Published date,9 April 2021
6 min read
Investing basics
Investing 101: how to start investing
So you want to start investing. The problem is, you have no idea where to start. That’s okay! We’re here to help with this handy guide.
Published date,9 April 2021
4 min read
Investing basics
Is now a good time to invest?
Choosing when to invest is entirely your choice, but it can help to think about your goals, financial responsibilities, and when you’ll need your money.
Published date,23 March 2021
4 min read
Explainers
How to make money from investing in shares
When you’re investing, even for the long term, you probably have one main goal: to make money. But how exactly do you do this? Let’s get into the details.
Published date,23 March 2021
4 min read
Investing basics
How to do due diligence
Due diligence is the research you do to decide whether you’re going to put money into an investment or not—think of it as doing your investment homework.
Published date,17 March 2021
6 min read
Investing basics

All learn articles

Do fossil fuels play a part in the transition?

Navigating Turbulence: Air New Zealand

Dairy Drama

ASX: Insights, earnings & outlook

Rocket Lab off to Mars

Fisher & Paykel Healthcare

An intro to investing in small-cap stocks

Weight Loss Drug Boom

How to choose a company to invest in

How has Infratil sustained double digit growth?

Energy and water tech on steroids—Gentrack

What are compound returns?

4 beginner investor mistakes to avoid

How to form an investing habit

What’s a blue chip?

What does it mean to be an investor?

Planning for your future

Meta in focus—AI, ethics, and TikTok

Behind the B: How B Corps make business better

NVIDIA's success in the AI revolution

What happens when a company delists?

Victoria shares: how to invest for the long term

The new way to invest in Bitcoin

An investing checklist for the new year

How much risk is right for me?

Kids & Money with Nigel Latta

Investor Journeys—Hannah

Investor Journeys—Jacqui

Shared Lunch: Mainfreight–a 100+ year business in the making

Apple Unwrapped

Investor Journeys—Gerry

Are bonds on the comeback?

Ampol’s integration of Z Energy

Investor Journeys—Tim

Dirty Stocks

The Tesla Phenomenon

All things dividends

Rights offers: what you need to know

What’s a dividend reinvestment plan?

How to compare funds tracking the same index

Resources to start investing in 2023

Investor Journeys—Julia

Investor Journeys—Brooke

Investor Journeys—Lili

Investor Journeys—Jacinta

Exchange-traded funds, explained

A short history of share market downturns

How to invest when the market dips

The name’s bond… investment bond

Structuring portfolios for market dips

How the global economy affects investing

Raising capital: debt vs. equity

How to review your investment portfolio

Investor Journeys—Liz

Investor Journeys—Rob and Lach

Buy low, sell high: what it is in practice

Why invest?

Investor Journeys—Alyssia

Investor Journeys—Kate

Investor Journeys—Hannah

What’s capital, and why does it matter?

Investing ethically: it’s up to you

Why invest overseas?

What's dollar-cost averaging?

What’s an investment horizon?

Investing in thematic exchange-traded funds

Top resources to start investing in 2022

Helpful terms for comparing companies

Who’s in charge of a company?

Is it too late to start investing?

How to use auto-invest in an investing strategy

An intro to cryptocurrency

A deep dive into investment liquidity

Investor Journeys—Maryann

Investment jargon explained

Is it better to save or invest?

Sharesies' process for share prices

Sharesies' process for US investments

What’s an IPO?