2024 in review: Investing smarter, saving better, and what’s coming in 2025
2024 has been an incredible year at Sharesies, and it’s all thanks to you—our amazing community. Let’s take a look back at what we achieved together this year—and get a sneak peek at some of the exciting things coming your way in 2025!
2024 highlights: new features, new products, elevated experience
From enhancing your investing experience to stepping into new ways to protect and grow your wealth, we’ve been working hard to help you make progress on your wealth-building journey.
Enhanced investing experience for US markets 🇺🇸
We made investing in the US share market smoother, more transparent, and more accessible than ever:
Real-time data for US investments: Live share prices, top bids, and top offers to help you make informed decisions (available on the $15 pricing plan).
Over 2,000 US investments added, including selected over-the-counter (OTC) investments.
Extended hours for (almost) all US investments on Sharesies: Giving you more flexibility to invest when it suits you.
More tools to make investing easier 🎯
We delivered some of your most-requested features and tools this year:
📊 Portfolio upgrades: New grid and list views, advanced filters, and the ability to see upcoming dividends right on an investment’s page.
💡 AI Search: Discover investments and gain new insight by searching in your own words.
💰 Auto-invest flexibility: You can now make one-off buys for your auto-invest orders.
🧾 New investment holdings report: Download your holdings for a selected period to help with foreign investment fund (FIF) tax reporting.
💳 Pricing plans: Pay annually, and receive a sweet discount!
🌗 Dark mode: AKA our most-requested feature of all time—your eyes (and battery) can thank us later!
Taking the first step into protecting your wealth 🛡️
This year, we added a new way to protect the things that matter:
🚗 Sharesies Car Insurance by Cove: Comprehensive car insurance at a discounted price for Sharesies customers.
👉 Learn more about Sharesies Car Insurance
Introducing Sharesies PIE Save 🌱
Just launched this month, PIE Save is a new way to grow your savings:
No fixed terms. No minimums. Just flexible savings.
Your tax on returns is capped at 28% under PIE (Portfolio Investment Entity) tax rules.
Building for the future with the Sharesies KiwiSaver Scheme 📈
We’ve made big strides with the Sharesies KiwiSaver Scheme:
⛰️ Milford Aggressive Fund added as a base fund option.
🧺 Multiple base funds: Mix and match multiple funds as part of your investment plan.
👉 Learn more about the Sharesies KiwiSaver Scheme
Looking ahead to 2025 🔮
We’re just getting started! Here’s a sneak peek at some of the exciting things coming your way in 2025:
💳 A new way to spend, in partnership with Mastercard: Giving you another way to manage your spending.
🤝 Shared portfolios: Build wealth with the people closest to you.
🎁 Rewards and loyalty initiatives: More perks for being part of the Sharesies community.
🌍 Sharesies' first-ever base fund for KiwiSaver: The Sharesies US 500 Fund.
🇺🇸 US self-select for KiwiSaver: More control over your KiwiSaver investments.
📊 Portfolio enhancements: More ways to filter, sort, and view your portfolio, plus deeper insights into the investments you hold.
Thank you for an amazing year 💖
Whether you made your first (or 500th) investment, opened a Save account, or you’ve jumped aboard the Sharesies KiwiSaver Scheme, we’re delighted you’ve chosen us to be part of your wealth-building journey this year.
2025 is shaping up to be bigger and better, and we can’t wait to have you along for the ride.
What was your favourite feature this year? And let us know what you’d love to see in 2025. Our DMs are always open at: help@sharesies.co.nz
Here’s to another year of building wealth together! 🚀
The Sharesies Team
Ok, now for the legal bit
Investing involves risk. You aren’t guaranteed to make money, and you might lose the money you start with. We don’t provide personalised advice or recommendations. Any information we provide is general only and current at the time written. You should consider seeking independent legal, financial, taxation or other advice when considering whether an investment is appropriate for your objectives, financial situation or needs.
The Sharesies US 500 Fund & US self-select is not currently available for investment for Sharesies KiwiSaver Scheme members. Members will be notified when these features become available for investment and an updated PDS will be lodged with further information in accordance with the Financial Markets Conduct Act 2013.
Sharesies Investment Management Limited is the issuer of the Sharesies KiwiSaver Scheme and Sharesies PIE Save. The product disclosure statement (PDS) for the Sharesies KiwiSaver Scheme and the PDS for Sharesies PIE Save has been lodged, and may be viewed on the Disclose Register or on our documents page.
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