Invest
Australian investors undeterred amidst global uncertainty, prioritise financial security, tech stocks, and tangible goals
Invest
Australian investors undeterred amidst global uncertainty, prioritise financial security, tech stocks, and tangible goals
In a world marked by economic fluctuations and geopolitical uncertainties, Australian investors are showing resilience and confidence, according to a recent survey by wealth app Sharesies. The survey, which polled over 2,500 retail investors, reveals that a significant portion of Australians remain steadfast in their investment strategies, with a focus on financial security, technology stocks, and achieving tangible personal goals.
Australian investors undeterred amidst global uncertainty, prioritise financial security, tech stocks, and tangible goals
In a world marked by economic fluctuations and geopolitical uncertainties, Australian investors are showing resilience and confidence, according to a recent survey by wealth app Sharesies. The survey, which polled over 2,500 retail investors, reveals that a significant portion of Australians remain steadfast in their investment strategies, with a focus on financial security, technology stocks, and achieving tangible personal goals.

Despite the global economic turbulence, 61% of survey respondents indicated they are either maintaining or increasing their investments. Additionally, 65% of these investors expressed comfort with the same or even higher levels of risk in their investment choices. This robust confidence underscores a broader trend of Australians prioritising long-term financial stability over short-term market volatility.
Brooke Roberts, Co-founder and Co-CEO of Sharesies, commented on this trend, stating, "Australians are increasingly investing to build long-term wealth. Our research shows that 60% of Sharesies investors have got their investing strategy locked in, with a majority feeling confident about their financial future."
A notable preference for local assets emerged from the survey, with 73% of respondents investing in homegrown companies and 71% in exchange-traded funds (ETFs). These investments are not just about financial gains; they are seen as vehicles to achieve key personal milestones. The survey highlighted that 68% of investors aim to feel financially secure, while 56% are focused on setting themselves up for retirement. Additionally, 20% are investing with the goal of purchasing their own home.
The desire for financial security is a primary motivator for many Australian investors. Paying off a mortgage (30%), working by choice (21%), and relying on passive income (16%) are top factors contributing to this sense of security. For younger Australians, particularly those aged 18-24, buying a home is a significant driver, with 49% of this age group prioritising home ownership.

Family-oriented milestones also play a crucial role in shaping investment goals. Among 18-24-year-olds, 21% are investing to support starting a family, while 12% of those aged 35-45 are focused on funding their children's education. For those aged 45 and over, nearly 20% are investing to build an inheritance for their children, highlighting the importance of wealth transfer and legacy planning.
In terms of industry preferences, Australian investors are strategically backing sectors they believe will thrive in the evolving economic landscape. Technology remains the most favoured sector, with 77% of respondents expressing confidence in its potential. This is followed by healthcare (56%), financial services (51%), and resources (39%).
Sustainability and Environmental, Social, and Governance (ESG) factors are also gaining traction, particularly among younger investors. Two in five investors (43%) consider sustainability and ESG important when deciding where to invest, with 45% of those aged 18-44 prioritising these factors. However, a gap exists between interest and action, as only 4% of respondents currently hold ESG-focused investments.
Brooke Roberts emphasised the role of education and accessible platforms in fostering investor confidence. "We see this confidence in investing grow when people have access to the right education, paired with a user-friendly platform, empowering them to directly take action and make informed decisions about their wealth," she said.
The survey also sheds light on investors' confidence in managing their wealth and financial futures. While 25% of respondents feel confident in their financial management, nearly half (49%) feel somewhat confident. However, 30% are still in the process of developing their investing strategy, indicating a need for continued education and support in navigating the investment landscape.
As Australian investors continue to navigate a complex global economy, their focus on long-term goals, strategic sector investments, and confidence in their financial futures underscores a resilient and forward-thinking approach to wealth management.

Investment insights
Escaping the dollar trap how treasuries and bullion are reshaping portfolios
Gold’s geopolitical premium has broken out of the margins and into the mainstream of reserve and portfolio strategy. Central banks have been net buyers for years and, since 2022, their accumulation ...Read more

Investment insights
From check-up to edge: a portfolio review case study that turned volatility into advantage
With rates rising more than 400 basis points in 18 months and asset correlations behaving badly, periodic portfolio reviews have moved from hygiene to edge. This case study shows how a disciplined ...Read more

Investment insights
Policy risk meets cost shock: Why investors are exiting housing — and what business can do about it
A sudden jump in holding costs and a rising ‘policy risk premium’ are pushing Australian property investors to sell, thinning rental supply and pushing rents higher. Industry surveys point to fear of ...Read more

Investment insights
Australia's investor shuffle as policy risks and rising yields squeeze the rental market
A quiet but consequential shift is underway: more property investors are exiting, citing higher holding costs and fear of future tax changes. That retreat risks worsening the rental shortfall just as ...Read more

Investment insights
State Street Markets report highlights resilient investor sentiment amid shifting allocations
In a climate of evolving global financial landscapes, State Street Markets has released its latest institutional investor indicators, revealing a sustained positive sentiment across the investment ...Read more

Investment insights
Consumer strength lifts Australia’s GDP — but the investment slump is the risk line every CFO should read
Australia’s June-quarter growth surprised to the upside as households and government spending outpaced a steep fall in public investment. The services economy is doing the heavy lifting, but the ...Read more

Investment insights
Gold prices surge to record highs amid economic uncertainty
In a remarkable start to September, spot gold prices have soared to unprecedented levels, breaching the US$3,500 per ounce mark. This surge has been fuelled by a complex interplay of macroeconomic ...Read more

Investment insights
First‑home buyers are rewriting the playbook and creating new profit pools
First‑home buyers remain stubbornly active despite higher rates, forcing lenders, developers and agents to retool products and processes. Beyond a checklist of steps, this is a strategic market that ...Read more

Investment insights
Escaping the dollar trap how treasuries and bullion are reshaping portfolios
Gold’s geopolitical premium has broken out of the margins and into the mainstream of reserve and portfolio strategy. Central banks have been net buyers for years and, since 2022, their accumulation ...Read more

Investment insights
From check-up to edge: a portfolio review case study that turned volatility into advantage
With rates rising more than 400 basis points in 18 months and asset correlations behaving badly, periodic portfolio reviews have moved from hygiene to edge. This case study shows how a disciplined ...Read more

Investment insights
Policy risk meets cost shock: Why investors are exiting housing — and what business can do about it
A sudden jump in holding costs and a rising ‘policy risk premium’ are pushing Australian property investors to sell, thinning rental supply and pushing rents higher. Industry surveys point to fear of ...Read more

Investment insights
Australia's investor shuffle as policy risks and rising yields squeeze the rental market
A quiet but consequential shift is underway: more property investors are exiting, citing higher holding costs and fear of future tax changes. That retreat risks worsening the rental shortfall just as ...Read more

Investment insights
State Street Markets report highlights resilient investor sentiment amid shifting allocations
In a climate of evolving global financial landscapes, State Street Markets has released its latest institutional investor indicators, revealing a sustained positive sentiment across the investment ...Read more

Investment insights
Consumer strength lifts Australia’s GDP — but the investment slump is the risk line every CFO should read
Australia’s June-quarter growth surprised to the upside as households and government spending outpaced a steep fall in public investment. The services economy is doing the heavy lifting, but the ...Read more

Investment insights
Gold prices surge to record highs amid economic uncertainty
In a remarkable start to September, spot gold prices have soared to unprecedented levels, breaching the US$3,500 per ounce mark. This surge has been fuelled by a complex interplay of macroeconomic ...Read more

Investment insights
First‑home buyers are rewriting the playbook and creating new profit pools
First‑home buyers remain stubbornly active despite higher rates, forcing lenders, developers and agents to retool products and processes. Beyond a checklist of steps, this is a strategic market that ...Read more