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Chapter 1: What is micro-investing and how does Sharesies make it accessible?
Property investors often talk about using debt to build wealth. In the share market, that's called gearing. With the BetaShares WealthBuilder range, investors can access moderate gearing into shares, and with the newly launched GG-BL, That means exposure to a diversified portfolio of around 1,300 global companies excluding Australia, all with no loan applications, credit checks, or margin calls.
Gearing magnifies both gains and losses, so it's only suitable for investors with a very high tolerance for risk. You can learn more about the WealthBuilder range of ETFs at the BetaShares website. And don't forget to read the PDS and TMD to decide if it's right for you. BetaShares Capital Limited is the issuer.
Here's something worth knowing if you've been meaning to make the switch to a better broker. To celebrate their fifth birthday, Perla are offering three free trades a month for five months if you transfer your portfolio across with a minimum of $1,000. For anyone investing regularly, that's meaningful savings on brokerage that can stay invested instead.
Perla is chess-sponsored, built specifically for long-term investors, and now has over $3 billion invested on the platform. If you've been with a platform that doesn't quite fit your strategy anymore, it might be time to take a look. You'll find all of the details at perla.com slash LP slash Rask. That's perla.com slash LP slash Rask. Thanks for tuning in to today's podcast.
Please remember that all of the information in this podcast episode is limited to general information only. That means the information is not specific to you, your needs, goals, or objectives. So you should seek the advice of a licensed and trusted financial professional before acting on the information.
And before you acquire or apply for a financial product, please read the PDS or product disclosure statement, which should be available on the issuer's website. Lastly, please keep in mind that past performance is not indicative of future performance. Kate, welcome back to the Australian Finance Podcast.
It's good to be back on, on this beautiful sunny Melbourne morning.
Yes, which is a rarity at the end of March. So we're happy about that. The day is looking good and we have a great guest with us today to share with listeners. We're really excited about who we've got on today. So Kate, why don't you just give a little bit of an overview of who our special guest is today and then we'll throw it over to her to tell us her journey and story so far.
Yeah, absolutely. So I know we've got some New Zealand listeners out there. And we've never really talked much about sort of the New Zealand side of things, even though there's a lot of crossover.
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Chapter 2: How did Brooke Roberts start her entrepreneurship journey with Sharesies?
I know you've got the New Zealand Stock Exchange and things like Kiwi Sabres. So maybe just some of the high level differences that maybe people should know about.
Yeah, I think, again, like you talk about, we've got an exchange in New Zealand, the New Zealand Stock Exchange. Australia's got the Australian Stock Exchange. We have hundreds of companies on our platform, on our exchange, and you've got thousands over there. So the scale's kind of different. to start with a difference. Yeah, we have KiwiSaver, which is our superannuation.
And it is similar, but different percentages go into that. So I think what we see is there seems to be more of knowledge around superannuation, especially because in Australia, you've got the opportunity to manage some of your own superannuation. We hear that isn't the case as much. There's some...
potential there but not as well known as in australia and yeah so that's a kind of difference in the superannuation space but really you know like the same kind of mechanics are there you know we've got exchange-shaded funds managed funds we've got listed companies i think you know the the it is pretty similar to a lot of yeah i would say there's a lot more similarities and differences
I remember looking last year and from what I saw, the New Zealand Stock Exchange also owns its own exchange traded funds as well. Yeah. Yeah, it seemed like it had quite a monopoly on the market over there.
Yeah, so the New Zealand Stock Exchange, yeah, they have smart shares which they own and I think they do what they can inside to make sure that it is separate because they're also listed on the New Zealand Stock Exchange, just like the Australian Stock Exchange. Yeah.
I think they have to make sure internally that they've got really good kind of walls around it so that when they're the regulator versus when they're kind of, yeah, got their products on their regulated product, I guess.
I guess it's a bit different to here, right, where we have at least five really regulated high profile ETF providers, global ETF providers in many instances. One of the things that I guess is going to be really interesting for our conversation, Brooke, is what has been successful for you guys in New Zealand and how you're going to bring that to Australia.
And I think the thing that finance people get so wrong, and particularly investing people, is how you make investing personal insofar as how do you make it emotional and how do you make it fun and exciting. The technical stuff is one thing, like making it accessible, having the option to open a brokerage account really easily, all those types of things. They're the technical things.
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