Shows
Shared LunchWealth kick #7: Looking for a man in financeWhen do you stop going it alone with your money—and start getting advice? How do you know if you actually need a financial advisor, and how do you find one you can trust? In the final episode of the Wealth Kick, we’re talking about what happens when DIY can only get you so far. We cover when it makes sense to bring in professional help, what green flags (and red flags) to look for in an advisor, and how good advice can give you clarity, confidence, and momentum. Financial advisors Billy and Ed Glenn...
2026-01-2716 min
Shared LunchWealth kick #6: The witch of Wall StreetNow what? You’re not a beginner anymore, but you’re not a trader either. You’ve been investing for a while, and you understand the fundamentals—what comes next? Is it time to get more complicated, or just set and forget? In this episode of the Wealth Kick, we explore a new money problem: the question of how to progress your investing. We’re talking about research and risks, consistency vs. curiosity—and whether you should be getting hands-on or staying at arm’s length. Financial advisor Ed Glennie, Ruth Henderson from The Happy Saver, and Sha...
2026-01-2520 min
Shared LunchWealth Kick #5: The long runWhat if you never had to work again? Well, you’ll get there someday—if you set yourself up for retirement. It can be hard to get excited about your KiwiSaver account when retirement feels distant, but it’s your ticket to freedom. In this episode, we try to bring that far-off future a bit closer to home, with actions you can take now that could pay off later on. Listen in to debunk some old myths and check if you’re on track for the day you knock off for good. This is the fifth epi...
2026-01-2219 min
Shared LunchWealth kick #4: Back from the brinkLast time you heard from us, we talked budgets—how to stop feeling trapped and build a budget that suits you. Today’s episode is a little different: an extra chapter to tell one guy’s story. We return to Reagan White from Where’s My Money with a tale of brutal interest rates and a mortgage that suddenly feels way less manageable. Reagan shares how close he came to losing everything—and how budgeting became a life raft to get back to safety. This is the fourth episode of the Wealth Kick, a limited series to...
2026-01-1914 min
Shared LunchBest bite: You don’t need to be brilliantIt’s not a phrase you hear every day. In this summer highlight, Sharesies’ Susanna Batley explains the idea of “strategic mediocrity” — a way of thinking about performance, consistency, and why the biggest long-term winners often aren’t the standouts in any single year. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and do...
2026-01-0405 minShared LunchBest bite: Motley Fool's Scott Phillips on uncertaintyIn one of the more thoughtful moments from the year, Scott Phillips from The Motley Fool reflects on uncertainty, valuation, and why investing is less about being right and more about accepting what you can’t know For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your o...
2025-12-3104 minShared LunchBest bite: KiwiBank's Jarrod Kerr on debt that builds the futureOne of our most thought-provoking conversations this year. Kiwibank chief economist Jarrod Kerr on why New Zealand struggles to think long term — and how smarter investment could shape the next few decades. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs...
2025-12-2807 minShared LunchBest bite: How Briscoes chose where to winWhile we’re on break, here’s one of our favourite moments from the year. Briscoes CEO Rod Duke on how choosing the right place to compete — and staying disciplined — turned a mixed retail business into a long-term success story. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into ac...
2025-12-2404 minShared LunchWhat’s next for Sharesies in 2026?As we head into the holidays, we’re taking a moment to look back on a year of big milestones at Sharesies. 2025 has been all about bringing our customers more freedom and flexibility and new ways to grow your wealth. In this special end-of-year episode, we’re featuring epic wealth stories from Sharesies customers, plus our co-CEOs, Sonya, Leighton, and Brooke with their 2025 highlights and what’s coming in 2026. For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Shared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 52989...
2025-12-2124 min
Shared LunchCan you spend your way to wealth?Can spending money actually build your long-term wealth? Sharesies says yes. Scott Nixon, GM Sharesies Personal, and Ruth Riviere, Country Manager for Mastercard, are talking about Spend (AKA the Sharesies debit card) and the Investback reward system that earns 1% investments as you spend. Scott explains how day-to-day money management is a big part of wealth, how payments factor into Sharesies’ bigger vision, and Mastercard's role in creating network access. Why is NZ’s digital payments adoption lower than in Australia and Europe? Why is now such a crucial moment for new tech to challenge the count...
2025-11-2621 min
Shared LunchCrypto Convos: Behind Sharesies Crypto (Your questions answered!)To wrap up the week, we’re taking questions from you! The team behind Sharesies Crypto answers audience queries on crypto’s role in a diversified portfolio, what features they’re working on, how assets are stored in Sharesies Crypto, and your tax responsibilities.For more or to watch on YouTube—check out http://linktr.ee/sharedlunch Sharesies Crypto is offered by Sharesies Crypto Limited and is only available in NZ. Crypto is different to other types of investments and has different risks. Crypto is generally considered a high-risk investment, which means it carries po...
2025-11-2005 min
Shared LunchCrypto convos: Taming the wild west of crypto with Kraken co-CEOHear from crypto veteran Dave Ripley, co-CEO of global crypto exchange Kraken, about the security of digital assets. Kraken is one of the world’s leading crypto platforms, and service provider to Sharesies Crypto. For more or to watch on YouTube—check out http://linktr.ee/sharedlunchShared Lunch is brought to you by Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you...
2025-11-1908 min
Shared LunchCrypto convos: The risks (and tax) for Kiwi investors...We’re cutting through the red tape with Jeremy Muir, Chair of BlockchainNZ and one of NZ’s leading legal experts on crypto regulation. In our third convo Jeremy walks us through where NZ is at with crypto taxes, rules and regulation, and where we might be going. For more or to watch on YouTube—check out http://linktr.ee/sharedlunchShared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the...
2025-11-1813 min
Shared LunchCrypto convos: Beyond the crypto bros — Victoria Harris from The CurveJust a few years ago, crypto was too hot to handle for most people. Now, it’s being embraced by the financial establishment. Today, we talk to Victoria Harris from the Curve about rising crypto adoption and ditching the myth of the “crypto bro”. For more or to watch on YouTube—check out http://linktr.ee/sharedlunchShared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the time it’s provided...
2025-11-1712 min
Shared LunchCrypto convos: Why crypto? Why now?Crypto is a real conversation starter—so let’s talk about it. In our first Crypto Conversation, Sharesies co-CEO Leighton Roberts spills why Sharesies is getting into the crypto game. Why now? How have investors responded? What makes Sharesies Crypto different from what’s already in market?For more or to watch on YouTube—check out http://linktr.ee/sharedlunchShared Lunch is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. It is not financial advice. Information provided is general only and current at the ti...
2025-11-1606 min
Shared LunchWill open banking kickstart financial disruption?Could open banking finally create real competition for money services—beyond the banks? We’re talking to Ben Lynch, who left Xero to found Akahu, the open finance intermediary pushing to change the balance of power between banks, their customers, and their competitors. This episode explores how open banking aims to democratize your financial data, letting fintech businesses innovate and become a “bank without being a bank”. Hear about Ben’s battle to bring the new Consumer Data Right into law, giving individuals more meaningful ownership of their personal information—the foundation of open banking. We discuss ho...
2025-11-0925 min
Shared LunchCracking the mainstream with crypto giant KrakenIs crypto going mainstream? Dave Ripley is co-CEO of long-standing global crypto exchange Kraken, service provider to Sharesies Crypto. In this episode, crypto “dinosaur” Dave tells us how he’s seeing signs that the financial establishment is ready to embrace digital assets. Dave explains why crypto is a hot topic for lawmakers in Washington, while Texas, Wyoming, and nations like El Salvador are buying Bitcoin, and the US Department of Commerce is adopting blockchain. Why does Dave believe that AI is, by nature, the "exact opposite" of crypto? How does tokenisation work, and why does he say...
2025-10-0828 minShared LunchBonus: The most requested feature for the Sharesies KiwiSaver Scheme is hereSharesies' Matt MacPherson reveals the launch of members' most-requested feature—US Self-Select for the Sharesies KiwiSaver Scheme, opening access to 55 American companies. We discuss: The unique Investment Plan Builder tool that lets you experiment with portfolio combinations using virtual money before committing How guardrails work to maintain diversification (minimum 50% in base funds, maximum 5% per individual stock selection) Access to previously unavailable investments like crypto through ETFs The tax-efficient PIE fund structure that makes it all possible. Sharesies Investment Management Limited is the issuer of the Sharesies KiwiSaver Scheme. The product disclosure statement (PDS) for the Sharesies KiwiSaver Sc...
2025-06-3008 minShared LunchQuick Bite: Does KiwiSaver need higher contribution rates?Is KiwiSaver better off with policy stability or is it overdue for comprehensive reform? Matt MacPherson from Sharesies & Chris Di Leva of Harbour Asset Management debate whether potential cuts to government contributions would impact participation rates. Plus - how many investors would support higher KiwiSaver contributions in a cost of living crisis? This clip is taken from our previous episode "Investing in US markets via KiwiSaver". For more or to watch on YouTube—check out http://linktr.ee/sharedlunch If there are any companies, sectors, or topics you'd like to see on Shared Lun...
2025-05-1903 min
Shared LunchInvesting in US markets via KiwiSaverCurious about investing in the US market in more ways than one? In our latest episode of Shared Lunch, we explore a new KiwiSaver option, the Sharesies US500 Fund—what it is, how it works, and what role it might play as a part of your KiwiSaver. We also cover why global diversification matters, the recent US market wobbles, your risk appetite, and how to think about US investing as part of your long-term financial plan. For more or to watch on YouTube—check out http://linktr.ee/sharedlunchSharesies Investment Management Limited is the...
2025-05-1429 minShared LunchQuick Bite: Leverage AKA the mortgage magnifierIn this quick bite, Ed McKnight from Opes Partners challenges the perception that property investment is low-risk, explaining how leverage amplifies both gains and losses. How exactly does the "mortgage magnifier" work? Ed shares how even a 5% property value change can result in far bigger equity shift for investors. Plus, we look at historical returns between property and shares in New Zealand over the past 25 years. This quick bite is from our previous episode 'What does property investment look like in 2025?' For more or to watch on YouTube—check out http://linktr.ee/sharedlunch...
2025-05-1204 minShared LunchQuick bite: Finance Minister Nicola Willis on NZ's secret weapon...In this quick bite: Leighton Roberts sits down with NZ Finance Minister Nicola Willis. Where are the inspiring local success stories and why don't we hear much about innovative Kiwi businesses? Plus - the government's fiscal strategy, current debt levels and the path to budget balance and why New Zealand's size might be its advantage. This clip is taken from our previous episode '' For more or to watch on YouTube—check out http://linktr.ee/sharedlunch If there are any companies, sectors, or topics you'd like to see on Shared Lunch, flick us...
2025-05-0504 minShared LunchQuick bite: Are investors getting braver?Volatility doesn't seem to be scaring off Kiwi investors—could it be teaching us new strategies? In this bonus clip, Susannah Batley from Sharesies & Paul McBeth (The Bottom Line) discuss how investors are adapting to market turbulence by shifting toward ETFs and diversified funds rather than retreating. Does traditional index investing still provide true diversification when a handful of tech giants dominate returns? Could we be seeing a psychological shift with today's retail investors seeing market fluctuations as simply "the price of investing." This clip is taken from our previous episode 'The art of strategic me...
2025-04-2804 min
Shared LunchThe art of strategic mediocrityForget chasing perfection, let's talk about the power of strategic mediocrity and how it might be your most valuable weapon when it comes to investing. In this week's episode of Shared Lunch, Garth Bray is joined by Paul MacBeth, editor of The Bottom Line, and Susannah Batley, GM of Sharesies Business. Together, they explore what it takes to build investment strategies, discuss how the NZX has reacted to the volatility of the last few weeks, and unpack well-known investment management firm PIMCO’s approach. For more or to watch on YouTube—check out http://linktr.ee/s...
2025-04-2331 min
Shared LunchOutgoing Meridian CEO on cost of powerYou run with the ups and downs being the CEO of a gentailer. In this bonus episode Neal Barclay, the outgoing CEO of Meridian Energy reflects on his 7 years at the helm of one of our largest listed companies. He’s super proud of the renewable track the gentailer is forging, but not without its risks and challenges. This includes its joint venture with NZ Windfarms to upgrade the wind farm near Palmerston North, Te Rere Hau. Even with a net loss in recent times, low lakes levels and rising power prices, Neil is passionate abo...
2025-04-0715 minShared LunchQuick bite: Are we prepared for a rapidly aging population?800,000 Kiwis are projected to be over 75 by 2040 – double today's numbers. Summerset Group CEO Scott Scoullar discusses the rapidly aging New Zealand population and retirement villages integrate with aged care facilities, combining community connections with higher levels of care. Plus, did you know Summerset is New Zealand's second-largest home builder? In a bonus clip we find out about their occasional ventures into residential development. This clip is taken from our previous episode 'Retirement villages: A hidden real estate giant?' For more or to watch on YouTube—check out http://linktr.ee/sharedlunch If...
2025-03-3103 min
Shared LunchRetirement villages: A hidden real estate giant?Our aging population and housing supply—two of the country’s hottest topics. And right at the intersection of both? Retirement housing.Scott Scoullar, CEO of Summerset, tells Garth Bray how the retirement village provider became New Zealand’s second-largest property developer—and the unique financial model that's helped them stay ahead of the market forces that have struck competitors.With a rapidly growing elderly population, how is the retirement sector adjusting—and are we doing enough to expand facilities? Amid regulatory changes and looming aged care shortages, Scott tells us how Summerset’s ambitions are only gro...
2025-03-2625 min
Shared LunchGrowing Sharesies, an update with Co-CEO's Brooke, Sonya & LeightonHow has Sharesies evolved this year? The three Sharesies CEOs look back at a jam-packed 2024, growing from an investment platform to a comprehensive wealth app, with insurance, Save and PIE Save, and KiwiSaver—plus an array of innovative features. Even better, we get a look ahead at 2025, including Spend, a new product backed by Mastercard, and U.S. markets coming to the Sharesies KiwiSaver scheme. And we test the trio’s knowledge of our key numbers for the year (including over 15M total buys, 1.4M sells, and $110M added to KiwiSaver!). For more or to...
2024-12-1814 min
Shared LunchAll things diversification, with Victoria from The CurveWhat can COVID and crypto teach us about diversification? Should you manage your investments actively, passively, or a bit of both? And is there such a thing as being too diversified? Victoria Harris of The Curve tells Sharesies co-CEO Sonya why tried-and-true diversification strategies still hold up and why even Wall Street experts often anchor their portfolios in the humble broad-market ETF. Learn what makes a good diversification strategy and how to avoid over-diversifying. Find out more about the classic “core-satellite” approach and managing risk through different cycles in the market (like the pandemic). Plus, why it...
2024-10-3027 minShared LunchBonus: Rocket Lab Investor Q&A with Sir Peter BeckIn the second part of our conversation with Sir Peter Beck, we put a bunch of Sharesies investor questions to the Rocket Lab founder. Things like: Why space? What are the macro events that impact the space industry? And what's his favourite space movie? Plus Sharesies co-founder and CEO Leighton Roberts gets a brief tour of Rocket Lab’s Auckland site. For more or to watch on youtube—check out http://linktr.ee/sharedlunch Investing involves risk. This episode is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited...
2024-08-2510 min
The Sum Of ItHow will AI change investing?Sharesies co-CEO Sonya Williams talks to Telescope AI CEO Luke Pettit and our own CTO Richard Clark about how artificial intelligence can be applied to investing.
The conversation covers recent breakthroughs that have propelled AI into the mainstream like GPT-4, how businesses need to embrace AI, and the impact on capital markets.
You’ll also get to hear about the new Sharesies AI Search feature which helps you explore investment ideas from real-world concepts to a simple 'what if?' And it may even help with that feeling of overwhelm!
Investing involves risk. This e...
2024-06-2425 min
The Payoff - A KiwiSaver PodcastEp 7: Your KiwiSaver and Sharesies KiwiSaver Scheme questions answeredWhat's total remuneration about? What’s next for the Sharesies KiwiSaver Scheme? And much much more!
Mary Holm, Tom Hartmann and Sharesies’ own Matt Macpherson are back to answer listener questions. We tackle the concept of total remuneration when it comes to KiwiSaver contributions. Talk about what is coming to the Sharesies KiwiSaver Scheme this year. And finally we offer up ideas on what the government should look at for its KiwiSaver review this year.
https://www.sharesies.nz/podcasts/the-payoff
Sharesies Investment Management Limited is the issuer...
2024-05-1318 min
Shared LunchSharesies Special: Being AI lists on the NZXBeing AI, an AI and web-3 specialist, is the latest company to list on the New Zealand Stock Exchange (NZX), and is now available on Sharesies. We sat down with Nyssa Waters, the CEO and co-founder of Being Consultants, and David McDonald, the CEO of Being AI, to find out more about the company, the people behind it, and its ambition for the future. Find out why they believe AI isn’t just another tech bubble waiting to burst, but a present-day reality that we should embrace for its ability to bring transformative change. ...
2024-04-0123 min
The Payoff - A KiwiSaver PodcastEp. 6. Sharesies KiwiSaver Scheme revealed!The end (that’s only the beginning).
So! It’s time we reveal the Sharesies KiwiSaver Scheme. Why did we make one? How is it different from all the others? What guardrails are in place—and who is it for?
We hear from Sharesies co-founder Leighton Roberts, Head of Super and Funds Matt Macpherson and economist Brad Olsen about what this means for the KiwiSaver landscape, and their vision for the future.
https://www.sharesies.nz/podcasts/the-payoff
Sharesies Investment Management Limited is the issuer of the Sharesies KiwiS...
2023-11-2818 min
The Payoff - A KiwiSaver PodcastEp 5. Who is behind the management of your KiwiSaver account?Ever wondered who’s behind managing your life savings?
Well, we introduce you to the people responsible for what will get you into your first home, or fund your future.
We touch on things like keeping your nerve when share markets go up and down—and what happens to all of our KiwiSaver balances along the way. And finally, now we know about KiwiSaver as it exists today, we explore where it might be headed.
https://www.sharesies.nz/podcasts/the-payoff
Sharesies Investment Management Limited is the issuer of...
2023-11-2019 min
Shared LunchSharesies Special: Blackpearl Group capital raise with CEO Nick LissetteBlackpearl Group is seeking to raise NZ$4 million to fund the company’s next phase of growth. In this Sharesies special episode, CEO Nick Lissette speaks with Susannah Bately about the Black Pearl story, its revenue model, and plans for the capital. Plus, how is AI powering the company’s sales and marketing and Nick’s perspective on the slide in the Black Pearl shareprice since listing last year. Please note we don’t go into specifics about the capital raise itself, as Nick is unable to respond to questions of that nature. This Sha...
2023-10-1820 minShared LunchQuick Bite: Is this the ultimate passive income stream?Glen James from My Millennial Money joined Demetria Chelepy from Sharesies AU to talk about Glen's concept of Investing for LOOT AKA Life on your own terms. As a part of this discussion Glen explored passive income, how it relates to investing and where shares come into it all... For more check out our previous episode, 'Investing for a life on your own terms'. This episode was originally produced by Sharesies Australia, watch this episode on Sharesies AU Youtube Brought to you by Sharesies, with BusinessDesk. Appearance on Shared Lunch is n...
2023-10-0203 min
The Sum Of ItBonus: Victoria Devine on ETF's, fee's & rebalancing your portfolioIn the final of our bonus episodes, Brendan (Sharesies’ AU Country Manager) spoke to Victoria Devine (She’s on the Money) about ETF's or exchange traded funds, rebalancing your portfolio including when to pull out of an investment, and how fees can actually be a good thing.
This conversation took place in our first webinar of 2023 - watch the whole thing here. From what to think about when reviewing your Portfolio, how to weigh up all the different ETF options out there, and how budgeting plays a role in your financial plans—the webinar covered a range of topi...
2023-07-0421 minThe Sum Of ItBonus: Victoria Devine's 3 Top Budgeting TipsIn the second of our special bonus episodes for you, Brendan (Sharesies’ AU Country Manager) spoke to Victoria Devine (She’s on the Money) about her top 3 budgeting tips.
This conversation took place in our first webinar of 2023 - watch the whole thing here. From what to think about when reviewing your Portfolio, how to weigh up all the different ETF options out there, and how budgeting plays a role in your financial plans—the webinar covered a range of topics to grow your confidence on your investment journey.
Victoria also shared some sweet tips from h...
2023-03-0208 minThe Sum Of ItBonus: Victoria Devine on your top money questionsYou asked, we listened, and we answered.
We have some special bonus episodes for you, from our first webinar of 2023, Brendan (Sharesies’ AU Country Manager) spoke to Victoria Devine (She’s on the Money) about the top money questions from the Sharesies community.
From what to think about when reviewing your Portfolio, how to weigh up all the different ETF options out there, and how budgeting plays a role in your financial plans—the webinar covers a range of topics to grow your confidence on your investment journey.
Victoria also shared some sweet tips fro...
2023-02-2330 min