Sharesies' 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 Scheme has been lodged, and may be viewed on the Disclose Register or on our documents page


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. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions—including a Target Market Determination and IDPS Guide for Sharesies Australian customers—can be found on our relevant Australian or NZ website.

Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.

 

Sharesies' Matt MacPherson reveals the launch of members' most-requested feature&mdash;US Self-Select for the Sharesies KiwiSaver Scheme, opening access to 55 American companies. We discuss:
<ul data-stringify-type="unordered-list" data-list-tree="true" data-indent="0" data-border="0">
<li data-stringify-indent="0" data-stringify-border="0">The unique Investment Plan Builder tool that lets you experiment with portfolio combinations using virtual money before committing</li>
<li data-stringify-indent="0" data-stringify-border="0">How guardrails work to maintain diversification (minimum 50% in base funds, maximum 5% per individual stock selection)</li>
<li data-stringify-indent="0" data-stringify-border="0">Access to previously unavailable investments like crypto through ETFs</li>
<li data-stringify-indent="0" data-stringify-border="0">The tax-efficient PIE fund structure that makes it all possible.</li>
</ul>
Sharesies Investment Management Limited is the issuer of the Sharesies KiwiSaver Scheme. The product disclosure statement (PDS) for the Sharesies KiwiSaver Scheme has been lodged, and may be viewed on the&nbsp;<a href="https://www.disclose-register.companiesoffice.govt.nz/" data-stringify-link="https://www.disclose-register.companiesoffice.govt.nz/" data-sk="tooltip_parent">Disclose Register</a>&nbsp;or on&nbsp;<a href="https://www.sharesies.nz/kiwisaver/documents" data-stringify-link="https://www.sharesies.nz/kiwisaver/documents" data-sk="tooltip_parent">our documents page</a> 
For more or to watch on YouTube&mdash;check out <a href="http://linktr.ee/sharedlunch">http://linktr.ee/sharedlunch </a>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&rsquo;s provided, and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the disclosure documents available from the product issuer before making a financial decision. Our disclosure documents and terms and conditions&mdash;including a Target Market Determination and IDPS Guide for Sharesies Australian customers&mdash;can be found on our relevant Australian or NZ website.
Investing involves risk. You might lose the money you start with. If you require financial advice, you should consider speaking with a qualified financial advisor. Past performance is not a guarantee of future performance.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own.
&nbsp;

A conversation with experts, CEOs, and you. We talk to company leaders and industry experts every week. Listen or watch over lunch or whenever for what’s happening in the economy, the markets, and the companies you invest in.

Investing involves risk. This channel is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general advice only and current at the time and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents available from the product issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at https://sharesies.com.au/disclosures. If you require financial advice, you should seek advice from a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.

A conversation with experts, CEOs, and you. We talk to company leaders and industry experts every week. Listen or watch over lunch or whenever for what&rsquo;s happening in the economy, the markets, and the companies you invest in.
Investing involves risk. This channel is brought to you by Sharesies Australia Limited (ABN 94 648 811 830; AFSL 529893) in Australia and Sharesies Limited (NZ) in New Zealand. Information provided is general advice only and current at the time and does not take into account your objectives, financial situation and needs. We do not provide recommendations and you should always read the product disclosure documents available from the product issuer before making a financial decision. Our disclosure documents, including a Target Market Determination for Sharesies, can be found on our website at <a href="https://url.au.m.mimecastprotect.com/s/2omdCnxynQczLx1Mh9fPTJsKXn?domain=sharesies.com.au">https://sharesies.com.au/disclosures</a>. If you require financial advice, you should seek advice from a qualified financial advisor. The views expressed by individuals are their own and Sharesies does not endorse any of the guests or the views they hold.

Shared Lunch

Bonus: The most requested feature for the Sharesies KiwiSaver Scheme is here

https://api.omny.fm/orgs/7784f840-c291-422a-924b-ad9000bbad71/clips/88940a6c-2b3c-413d-99ca-b30b0183fe98/transcript