We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how Clinton is using PocketSmith's categories to allocate expenses into discretionary and essential spending, making it easier to spot opportunities for cutting costs.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how Jimmy and his family use the income and expense report to change their mindset about their regular purchases.
Interviews
David's an ex-banker with more than thirty years of executive experience across some of Aotearoa's leading financial institutions, including as CEO of one of our major retail banks. Now at the helm of leading mortgage company Squirrel, David's on a mission to challenge the banking status quo in New Zealand and create better financial outcomes for Kiwi homeowners and savers.
Interviews
Frances Cook is a reformed financial hot mess who now saves others from her money mistakes. She is a best-selling author, a columnist, a speaker and podcaster. Priding herself on clear, non-judgmental communication, Frances knows how to balance giving you the information you need while making sure you don't fall asleep.
Interviews
Lance is the co-founder of the Punakaiki Fund and Climate Venture Capital Fund. They help founders and management teams to grow and turn into the Xero's of tomorrow. Before this Lance helped 100s of companies large and small over the course of many years, and he enjoys watching people's lives change as their businesses evolve.
Interviews
James began his career as an application developer, before moving into technology strategy and consultancy. After senior roles at Thomson Reuters and Deloitte, he and co-founder Claire launched Hnry, a service designed to automatically calculate, pay, and file taxes for sole traders. Hnry is New Zealand's largest, and Australasia's fastest-growing accounting service, processing billions of dollars worth of payments every year.
Interviews
James has been a Financial Adviser for the better part of ten years. He helps clients from their first job all the way through retirement, and he believes in keeping finances simple and making advice accessible to all Kiwis. James provides advice on managed funds, KiwiSaver, investment property, budgets, debt repayment, and insurance. You can also get weekly money tips from his podcast Cheques & Balances.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how Amos is future-proofing his personal and business finances using PocketSmith's scenario and forecasting tools.
Interviews
Ruth has a blog and podcast over at The Happy Saver all about how she and her family handle money. What's the secret? Spend less than you earn, invest the difference, avoid debt, and budget each dollar that flows through your hands. She firmly believes that if you can just get the basics right, life becomes easier from there on in.
Interviews
The Broke Generation is a media and education platform helping young people get good with money. Emma Edwards founded TBG after turning her own finances around, and now creates content and programs using insights from financial psychology and human behavior to help other people overcome toxic spending patterns, learn to save, and feel in control of their finances.
Interviews
Josh Daniell is co-founder and COO of Akahu, New Zealand's open finance platform. His first job was digging out sheep manure from under the family woolshed. He was also a co-founder of Snowball Effect, with other experience at WeWork and Bell Gully.
Interviews
After spending five years as Head of Product at a large ETF provider where he was involved in creating, launching, and developing index funds, Dean saw there was an opportunity to create better options for investors. Taking a fresh approach to the investment sector, he created Kernel — a personal finance platform where innovation meets investment.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how Darin gets granular with his transactions so he can categorize them in an instant and make sense of his spending.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how Dave is managing his finances his way by setting up his own version of envelope budgeting using PocketSmith’s Budget feature.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how PocketSmith is giving Garry and his wife oversight of their day-to-day finances so they can concentrate on the bigger things, like planning for retirement.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how Andrew is using PocketSmith’s Budget and Calendar features to get on top his expenses and look towards the future of his money.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how Andrei is tracking his expenses, net worth, and other aspects of his financial wellbeing, even on-the-go with the PocketSmith mobile app.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how Louise keeps on top of her spending habits and adjusts accordingly using PocketSmith’s Trends and Reports.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how Ian understands the effect of the cost of living on his finances with PocketSmith, and the bad habits he was able to identify and cut out.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how Scott discovered the freedom of budgeting and how he’s made PocketSmith’s extensive toolkit a part of his everyday life.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how Jadon uses PocketSmith to evaluate the cost-benefit of his hobbies and any services he pays for.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how Kina gains insights into her spending habits in an environment where her data is secure and easy to utilize.
Interviews
Previously known as the Welcome Home Loan, the First Home Loan scheme is one of the New Zealand government's tools for helping Kiwis get into their first home by only requiring a 5% deposit. Laura Sheehan, Mortgage Adviser at Lighthouse Financial, breaks down the First Home Loan, its lending criteria and how much you can expect to borrow.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how Sarah achieves peace of mind by using PocketSmith’s forecasting features to ensure she has enough funds for upcoming expenses.
Interviews
We asked some of our wonderful users to share how they use PocketSmith to be productive with their money and plan for the future. Read how Amy makes the most of PocketSmith’s bank feeds to keep up-to-date with her expenses and savings.
