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.
Have you ever considered talking to a Financial Adviser about your money? They’re not just for society’s financial elite! James from Lighthouse Wealth tells us about how he’s helping his clients feel empowered about their money decisions in his role as a Financial Adviser, and how he uses PocketSmith in his process.
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 uses PocketSmith’s powerful reporting features to gain transparency of the comings and goings of his money!
Ellen runs a tight ship in her Auckland flat of five. She talks to us about how she uses PocketSmith to keep track of her flat’s shared rent and expenses!
Seb and his partner have some big financial goals planned for the next 10 years. He talks to us about how he uses PocketSmith’s Dashboard to track their progress!
Read how Kevin found control over his spending and paid off his debts!
We are a recently-married couple in southern California. We’re both under 30, and focused on making smart decisions together for our family’s financial future 😊
Mike is the software engineer responsible for the parts of PocketSmith that you can see and interact with. See how he uses PocketSmith as chief family budget planner to run a lean household budget.
Meet Mindy, our designer! She’s responsible for tailoring PocketSmith’s design, both for things you see in the app, and for bits and pieces we publish to social media and our websites. Mindy also works closely with our user experience team to continually improve parts of PocketSmith!
Meet Amanda! Brace yourselves, because she’s one of the biggest power users in our team. Amanda’s setup for tracking and paying off debt is pretty crafty — so if you’re looking to do the same, you’re going to want to read this!
Meet Jayson! As our Product Coordinator, he informs our development roadmap by keeping tabs on user feedback and requests. He keeps his ear to the ground and meets with key members of our teams to ensure that our projects are constantly moving forward.
I’m 62 and living in sunny Napier; married to a builder and working 4 days a week as a Dental Therapist. I love my work!
I am — first, and foremost — a Dad and Husband, which means I am toy- and house-mender, Lego builder, and head Fort builder.
I am a wandering Kiwi — 13 years into working overseas in Australia and now the UK. I work in tech.
Meet Jason! He’s our CEO and a co-founder of PocketSmith. Jason created the original idea for our product, which has grown by leaps and bounds since its very first version in 2008.
Hannah is a financial force. She is the founder and director of enableMe — Financial Personal Trainers, a Chartered Accountant, a Master of Taxation Studies, Author, TV Personality and Mum of two.
Meet Regan! He’s one of our software engineers. He works on new features for PocketSmith, fixes up those pesky bugs, and makes sure the system runs like a well-oiled machine.
Banqer is an online financial education platform for primary and intermediate schools. It gives kids a hands-on experience with personal finances through a classroom currency that they earn and spend over the course of the school year.
Allan is the founder and Managing Director of Booster, a default Kiwisaver provider based in Wellington that looks after $2 billion for more than 100,000 members.
I’m from the US and grew up in California and Utah. For work, I’m a Product Designer for Degreed.
Think what you could do if you did not have a mortgage repayment every month?
Dean Blair is a Financial Adviser and Director of FoxPlan, one of the largest privately-owned Financial Planning practices in New Zealand.