Managing money is rarely a solo task. Whether you’re sharing expenses with a partner, running a side hustle, guiding a teen through their first budget, supporting ageing parents, or helping a client build their financial capability, PocketSmith’s new Family Group Discount feature is designed to help you support the people you care about. With 40% off monthly plans for additional members and optional Shared Access, Family Groups make it affordable to help your people with their finances, while respecting everyone’s privacy and autonomy.
Every couple is unique, and so is their approach to managing money. Whether you split everything 50/50 or have one person taking the lead on money management, PocketSmith’s Family Group feature makes it easy for couples to stay on the same page financially. With separate logins and personalised dashboards, you each get your own space while you are working toward your shared goals. From tracking joint expenses like rent, groceries, or holidays, to setting individual savings targets, it’s all under one subscription, with the flexibility to manage money your way. No more “Wait, did you pay that?” moments — just clarity, connection, and control.
If you’re running a side hustle, freelancing gig, or small business, you may have already realised the value of keeping your personal and business finances separate. With Family Groups, you can now set up a second PocketSmith account at a much lower cost, one for you and one for your business, under a single subscription. This means no need to log in and out of the same account to see different budgets and a clear separation for business income, expenses, and tax planning.
Teaching your kids about money doesn’t have to wait until they’re on their own. With PocketSmith Family Groups, you can give your teen their own account where they can learn how to budget, track spending, and save for things that matter to them. It’s hands-on financial education that grows with them. And as they move into adulthood, whether they’re starting university, landing their first job, or flatting for the first time, you can continue supporting them behind the scenes.
Helping your parents manage their finances as they age can be a delicate balance — you want to offer support while respecting their independence. PocketSmith Family Groups makes this easier by giving each person their own secure account under one discounted plan. You can choose to activate Shared Access if it works for you both, so that you can assist with budgeting, bill tracking, or financial planning when needed. It’s a simple, respectful way to stay connected and provide peace of mind, for them and for you.
If you’re a financial coach, advisor, or money mentor, you know that the best results come from empowering your clients to understand and engage with their finances. PocketSmith Family Groups makes it easier than ever to provide your clients with access to the right tools, all under one streamlined, discounted subscription. Set up separate PocketSmith accounts for each client, tailored to their individual needs, and manage them all under your Family Group. With Shared Access, you can view their dashboards (with their permission), provide hands-on guidance, and monitor progress together in real time. It’s a seamless way to deliver more value, strengthen trust, and scale your practice.
Whether you’re managing money with loved ones, running a business, or guiding clients toward financial freedom, PocketSmith Family Groups makes billing simpler and so much more affordable — create your group today.
