We do this because we know that the presence of timely and accurate financial information can help you meet your obligations and exceed your goals.
We’re also concerned for the significant percentage of people who are unprepared for retirement. 46% of US workers have less than $10,000 set aside, which means they’ll struggle to get by in their golden years. An aging population and greater life expectancy will put social security and pensions at risk, so personal savings are now a necessary factor for survival.
Our years of interaction with our users have imbued in us a strong respect for the individuals, couples and families working to save for a better future. Their inspiring stories have strengthened our resolve to provide the best possible assistance that we can in order to see help them succeed.
Established in 2008
Jason believes in the power of positive change. His other projects include TEDxDunedin; The Distiller, a free, non-profit startup accelerator; and the translocation of the Haast tokoeka kiwi, one of the most highly endangered bird species in the world.
Prior to PocketSmith, Jason managed a web development firm post-IPO, serving the majority of e-commerce clients in New Zealand. He is a graduate from the University of Otago’s departments of Philosophy and School of Business.
James is a geek. Upon starting PocketSmith he found himself programming, developing the server stack and attacking tricky problems. He is a co-founder of The Distiller, an axolotl tamer and is a sucker for a good blue cheese.
Before starting up PocketSmith, James worked alongside Jason to drive growth at a publicly traded web-development company. He holds an Honours Master of Commerce degree from the University of Auckland.
Carly is not a geek, but a people person through and through. She keeps the boys in line, improves customer service, and opens communication channels with PocketSmith users.
Carly is a mum, baker of amazing cakes, member of the Wine Appreciation Club, and most recently a roller derby girl. She comes to PocketSmith from customer service and sales roles in New Zealand's major ICT and telecommunications companies.
Mindy helps provide top-notch support to all PocketSmith users. Armed with wide-ranging experience in customer service, she helps people make the most of PocketSmith every day.
Currently a graphic design student at the Media Design School in Auckland, Mindy also has a fashion degree from the Otago Polytechnic under her belt.
Lance provides management, strategy, growth and valuation consulting to industrial, media and internet based businesses. He has an Honours degree in Technology from Massey University (Product Development) and an MBA in Strategy and Finance from Yale University.
Lance has ridden on several major motorcycle trips, starting in 1996, and including around Europe, Europe to Singapore, North and South America, New Zealand, Southern Africa, and big parts of Australia.
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