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How Pocketsmith helps 100,000+ households save more money

How Pocketsmith helps 100,000+ households save more money

Jason Leung is the co-founder and CEO of Pocketsmith, one of the best budgeting, financial management and forecasting apps on the market.

Australian Investors Podcast

June 14, 20241h 6m

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Show Notes

In this episode, Jason speaks with OwenRask about the journey of Pocketsmith, including:

  • How and why Pocketsmith has survived and thrived over more than one decade
  • What Jason's original Pocketsmith .ical set out to solve
  • Why Pocketsmith never took VC funding, despite being one of New Zealand's biggest FinTech successes
  • The technical challenges involved in building a financial management app
  • Why Pocketsmith celebrates individuality as a core value
  • What the future of financial management looks like

This is a sponsored podcast episode brought to you by Pocketsmith, and we know you'll love it. 

Like this? You'll love Pocketsmith:

Pocketsmith spending statistics: https://bit.ly/R-PocketSmith

~~ Resources ~~

Invest with Owen: https://bit.ly/R-invest

Access Show Notes: https://bit.ly/R-notes

Mortgage Broking: https://bit.ly/broke-rask

Financial Planning: https://bit.ly/R-plan

Property Coaching: https://bit.ly/R-P-coach

100-point property checklist (PDF): https://bit.ly/prop-check

Accounting with Grey Space: http://bit.ly/3DG5lWS

Business Coaching: https://bit.ly/o-coach

Ask a question: https://bit.ly/3QtiY00

DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser.

Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

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