Stake

The Australian dream is changing. The old roadmap to financial progress no longer applies, and with it, the way Australians get ahead is evolving. We believe everyone should have the opportunity to progress. Hear from our founder and CEO Matt Leibowitz on investor mindset and the key barriers holding people back at WeMoney's inaugural Financial Wellness Summit. Onwards.

Half of Australia invests. Half doesn’t. Guess which half feels happier, more positive and more confident about the future? Stake’s Ambition Report 2025 is here. A national study exploring the mindset that divides Australia’s investors from non-investors. What we found is that the biggest thing holding Aussies back isn’t financials, it’s psychological. It’s not about income. It’s about Investor EQ—the mindset that turns inertia into action and savings into opportunity. Key findings: 📈 53% of Aussies invest. 47% don’t (except for super). 🌞 Investors are 41% more likely to believe they can succeed financially, despite a tough economy. 🏖️ Regardless of income, investors are 55% more confident that they’ll have enough money to retire. 🐰 The majority of non-investors say they can’t afford to invest… yet 70% are still saving money. 📊 Read the full Ambition Report 2025: https://lnkd.in/g7HBE_tP

Last month we held Stake Day, our annual celebration of our journey and our people. We looked back on pivotal moments of Stake's history, heard invaluable insights straight from customers, announced promotions across the business and further recognised team members with a range of awards. Then we hit the pub. A delightful tools-down day when one of our values is front and centre: 'Celebrate progress' #Onwards

When Stake looks to innovate with AI, we put the needs of our customers first. That's why we're exceptionally proud that our Head of AI – Andrew Vassili – has been named a finalist in the AI Software Engineer of the Year category at the Momentum Media 2025 Australian AI Awards. It's incredible recognition for Andrew, who has led our customer-focused work in generative AI. This includes Stake Compass, an AI-powered assistant that breaks barriers to self-managed super funds. Built into our Stake Super experience, Compass helps us offer Australia's most hassle-free SMSF – and has broader potential ahead of it. Stake Compass is one of many innovations Andrew has created for Stake and we're sure this won't be his last award nomination. Congratulations and #Onwards.

At Stake, we strive to continuously innovate, but it doesn't mean we 'move fast and break things'. That's why our journey with generative AI has been focused on creating actual value for Australian investors, with responsible implementation. From internal education tools to our new AI-powered conversational assistant Stake Compass, we're thoughtfully building a smarter, more intuitive investing platform. Step by step. Learn more about our approach to AI here: https://lnkd.in/g4XrAj-z

Stake has been breaking barriers for investors since 2017 and it’s been an incredible journey so far. But we believe that onwards is the only direction that counts, and progress comes from embracing change. This is why we came together to refresh our vision, mission and values, and ensure we’re set up for the next phase of growth. What’s clear is the need to enable ambition. This innate desire to achieve something meaningful is still at the heart of everything we do. And by providing people with the access and motivation to invest and engage with their finances, we’re helping them take charge of their future and move closer to achieving their goals. In recent months, our team has been rallying around our updated vision, mission and values, and we’re now excited to invite everyone in our network to take part in driving it forward. 🔭 Our vision Unleash the investor in everyone 🚀 Our mission We break barriers between ambition and financial progress 💡 Our values Pursue mastery | Move forward with focus | Succeed together | Inspire confidence | Be the customer | Celebrate progress hellostake.com/about

As they build confidence as investors, more and more Australians consider controlling their own super. But they’re often put off by the added responsibilities that come with a self-managed super fund. To break this barrier, we started Stake Super: a full-service SMSF platform that takes care of all the admin. From the establishment of your fund to the ongoing accounting, it’s a digital-first solution backed by dedicated specialists year-round. Then, at the touch of a button, you can focus on the best part: investing your own super, directly on the seamless platform Stake is known for. To show ambitious Australians just how hassle-free an SMSF can be, we’re proud to present our new Stake Super campaign. #Onwards

Wow, these things are heavy 🏆 Last week, Stake CEO Jon Howie and Founder and COO Dan S. welcomed the team from WeMoney to receive our awards for Investment Platform of the Year (Non-Bank) 📈 and Best for SMSF (second year running 🥇 🥇 )! Honours like this would not be possible without the most dynamic and passionate team in the business. Every single Staker goes above and beyond to deliver exceptional experiences to our 500k+ investors. And when we win, we win as a team. 🙏 Here’s to moving forward together. Onwards.

"On average, our customers are very disciplined in ‘buying the dip’, we see flow numbers and activity levels slow down when we get to the top of those bull market runs and then see activity pick up generally pretty strongly when we get those dips." Stake CEO Jon Howie joined Sean Aylmer on the Fear & Greed podcast to chat about the ups and downs of the markets and how Stake investors are navigating volatility by focusing on what they can control. Here's what Stake investors have been buying and selling over the past 24 hours: 🇺🇲 $NVDA $TSLA $VOO $AAPL $AMZN 🇦🇺 $IVV $VAS $VGS $NDQ $BHP 🎙️ Full episode: https://lnkd.in/gCvNFvfc *This is not financial advice.

We’re thrilled to announce that Stake has been named Investment Platform of the Year (Non-Bank) and Best for Australian Investments in the 2025 WeMoney Investment Awards 🏆 And that’s not all: Stake Super has scooped up the title of Best for Self-Managed Super Fund for the second year in a row 🏅 🏅 We’re committed to breaking barriers and empowering ambitious Australians to take control of their financial future. This kind of recognition motivates us to remain focused on delivering an exceptional, effortless experience. A massive thank you to WeMoney, and congratulations to everyone who makes Stake what it is. Onwards.