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<\/p>\nSharesies is readying to expand its advice offering with ready-made portfolios of ETFs and managed funds, prepared for investors based on their investment timeframe, risk appetite and values. <\/p>\n
Tuesday, January 27th 2026, 6:00AM<\/p>\n
<\/p>\n
It told investors about its plans last week and co-founder Leighton Roberts said 8000 people had joined the waitlist on the first day, the highest number for any Sharesies product.<\/p>\n
He said it would be a digital advice offering and was on the verge of being made widely available.\u00a0 Fees were likely to be based on a percentage of investments.<\/p>\n
\u201cFor the last little bit we\u2019ve been doing it through human advisers, for KiwiSaver only, and we\u2019re taking the learnings from that and putting it into supporting people into building some investment portfolios. \u201c<\/p>\n
He said it would start \u201creasonably algorithmically\u201d and Sharesies had been experimenting with LLMs and AI solutions to be able add more information.<\/p>\n
\u201cIn parallel to that we\u2019ve got an MOU with one of the large advice companies now so the tool could be used by people to self-serve or it could be used by advisers to support the conversations they\u2019re having.\u201d<\/p>\n
He said the advice team was put in place 12 months ago and the new digital offering would run alongside the human advice channel.<\/p>\n
\u201cFrom now it\u2019s just going to be like any other product at Sharesies, we\u2019ll get something to market ,we\u2019ll learn and we\u2019ll just keep iterating.\u201d<\/p>\n
It would be offered to people who were signing up for the first time or throughout their investment journey.<\/p>\n
Sharesies had been wanting to get into advice for years, he said.<\/p>\n
\u201cWe originally got the robo-advice exemption several years ago, but didn’t feel like we could really do anything that delivered the value and at the cost that we need to be able to do it as well. Often people have, by comparison, quite small average portfolios.<\/p>\n
“So what’s got us really excited with some of the tools we’re working with in developing in the AI space is that it feels the first time that like genuinely good advice can be given and also at a price point which is super available to everyone well within our purpose and vision.\u201d<\/p>\n
He said Sharesies believed it was the first in New Zealand to provide digital advice on a range of investments.<\/p>\n
\u201cExisting digital advice is on either KiwiSaver funds or is from fund managers in their own funds. Another cool thing it is ongoing, not just at sign up. We can advise people in times of turmoil, for example, to stay with the plan or adjust accordingly.\u201d<\/p>\n
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