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 Charles uses PocketSmith to keep track of household spending and follow the cost of home renovations as they happen.
Interviews
Meet Daisie, a retired Singaporean educator in her 70s, who recently shared her financial journey with her daughter, Dora Yip, PocketSmith's Chief Marketing Officer. Daisie shares how, through careful budgeting and a lifelong commitment to living within her means, she’s achieved financial stability and contentment in her golden years.
Interviews
Meet Rupert, a young entrepreneur who recently launched his startup, Spellcaster, in Dunedin. With a background in teaching and a self-taught transition into software development, he reveals the financial challenges of running a passion-driven business he's had to deal with — from managing tight budgets to balancing personal and business finances.
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 ex-Mint user Mike is using PocketSmith to go beyond local money admin and manage multiple assets and expenses in both New Zealand and the US.
Interviews
Meet Cathy, a dedicated mother navigating the financial challenges and triumphs of raising a young family. She shares how she and her husband are working towards their financial goals while also securing a stable future for their son, shedding light on the practicalities of managing finances as a young family in today’s world.
Interviews
Meet Patti, a 27-year-old sports podiatrist from Queenstown. Going from a carefree ski instructor to a first home buyer, she had to rapidly overhaul her financial habits to secure a townhouse. She candidly talks about the challenges of navigating the housing market, managing mortgage payments, and balancing financial goals.
Interviews
Meet Thomas, a third-year student at the University of Otago studying Psychology, Sport Management, and History. He shares his insights on budgeting and home ownership aspirations and how balancing a busy academic schedule and managing a student loan is no mean feat. As he navigates his early financial milestones, Thomas reflects on how these milestones will evolve with age.
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 Nick uses PocketSmith to take the guesswork and time-consuming details out of his family's money management with PocketSmith.
Interviews
“While not for the faint of heart, the way I build resilience to setbacks is through ruthless frugality. I find practising gratitude helps lower your baseline requirements for happiness.” Tim from Prime Campus is a co-founder, fund manager and digital nomad. We sat down with this intrepid investor for the latest Fireside Finance.
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 Alexis is using PocketSmith to track where his money goes so he can manage his net worth in a responsible way.
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’s customizability and focus on detail allows Miranda a degree of control and insight into her personal finances she’s never had until now.
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 Mike and his wife have greater peace of mind when making financial decisions and confidence that they’re meeting their goals with PocketSmith.
Interviews
“Financial success to me is ordering at a restaurant and looking only at the dish, not the price next to it.” Sarah from The OneUp Project is a podcaster, marketer, investor and she’s endlessly curious about her personal finances. How could we resist picking her brain about all things 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 Laurie manages her household's retirement financial plan in multiple currencies in PocketSmith to make their travel budget go further.
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 Vasti keeps on top of her personal and business finances while traveling the globe using a range of PocketSmith's features.
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 veteran Chris manages his finances — from simple transaction categorization to the more complex, like forecasting cash flow.
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 Suresh is getting as much understanding of his personal finances as he does with his business finances using PocketSmith.
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 Cliff manages all of his investments and pensions in retirement using PocketSmith.
Interviews
We asked some of our PocketSmith net worth nurturers about their investing philosophy and what their investing journey has looked like so far! Dora balances spontaneity in her personal life and moderation in her investments, which is something she’s instilling in her son’s investing habits too.
Interviews
We asked some of our PocketSmith net worth nurturers about their investing philosophy and what their investing journey has looked like so far! Nic has been preparing for her future with investing since her days at university, and it’s that strong sense of her “why” that keeps her investing consistently to gain financial independence.
Interviews
We asked some of our PocketSmith net worth nurturers about their investing philosophy and what their investing journey has looked like so far! Olav is PocketSmith's resident data wizard, so he's no stranger to getting down into the details of potential share options to develop his investment portfolio.
Interviews
We asked some of our PocketSmith net worth nurturers about their investing philosophy and what their investing journey has looked like so far! Chloe's relatively new to investing in the grand scheme of things, but she's already experimenting with different kinds of global investments to set her up for the future.
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.
