PocketSmith Coaching Directory

Independent coaches who can help you make the most of PocketSmith

How it works

The coaches listed here are independent professionals who use PocketSmith with their clients. They can help you get set up and make the most of your PocketSmith experience. Contact them directly to learn more about their services and rates.

1

Browse the directory

Read about each coach below to find someone whose experience and approach feels right for you.

2

Reach out directly

Contact the coach to discuss your needs, availability, and pricing. Any arrangement is between you and the coach.

3

Work together

Engage with your chosen coach independently. They'll help you get the most out of PocketSmith and your finances.

Please note: The listed coaches are not PocketSmith employees, and PocketSmith does not manage coaching relationships, pricing, scheduling, or outcomes. These are independent professionals - you engage with them directly.

Listed coaches

Photo of Andrew Fisher

Andrew Fisher

PocketSmith Coach, Andrew Fisher

placeMelbourne, Australia

Set up PocketSmith in a structured, practical way Get clear visibility of your current cash flow and spending Budget and forecast with confidence Refine and optimise your setup as your situation evolves

Money can feel messy - I help make it clear. I work with individuals and families to set up PocketSmith in a practical way, so they can understand their spending, plan ahead, and make confident decisions. My focus is on simple systems that are easy to maintain and actually get used.

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Andrew Fisher

Andrew Fisher

placeMelbourne, Australia

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About

Most people use PocketSmith just to track spending - I help you use it to actually make decisions.

With a background in finance systems and consulting, I take a structured, practical approach to setting up PocketSmith - focused on what actually matters. That means categories that make sense, clear dashboards and forecasts that help you make better decisions - whether that’s managing day-to-day spending or planning for bigger goals like buying a home - so you can move forward with confidence.

My approach is practical and collaborative. We’re not aiming for perfection - we’re aiming for something that actually works, is easy to maintain, and gives you confidence in your numbers.

Whether you’re just getting started or refining an existing setup, I’ll help you build a system you understand, trust, and actually use.

Typical client profile

- Busy professionals who want clarity without overcomplicating things.

- People earning good money but unsure where it’s going.

- Clients preparing for a major decision (e.g. buying a home).

- People with multiple accounts or messy financial setups.

- Anyone who wants to feel more in control of their money.

Focus areas

  • Set up PocketSmith in a structured, practical way
  • Get clear visibility of your current cash flow and spending
  • Budget and forecast with confidence
  • Refine and optimise your setup as your situation evolves

Please note: Andrew Fisher is an independent professional, not a PocketSmith employee or representative. Any engagement is directly between you and Andrew Fisher.

Photo of Nicole Lam

Nicole Lam

KiwiSaver & Budgeting Adviser, Lighthouse Financial

placeAuckland, New Zealand

PocketSmith: Full-service onboarding Cashflow: Setup and automation Implementation: Budget Plan with step-by-step instructions Accountability: 12-month roadmap

I’m passionate about helping people achieve their financial goals. As a KiwiSaver adviser, I understand the technical “ins and outs” of long-term wealth and how your daily habits impact your future. I’ve used PocketSmith myself and love the clarity it brings to personal budgeting. When I’m not helping Kiwis get ahead, I’m usually keeping up with Formula 1 or out for a walk with my dog, Barney.

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Nicole Lam

Lighthouse Financial

placeAuckland, New Zealand

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About

I’m all about helping people take control of their money to reach their goals. My expertise as a KiwiSaver adviser means I’m well-versed in long-term wealth building, and I use that experience to help clients create a solid foundation for the years ahead. I’ve used PocketSmith myself and know how effective it is for cutting through the noise to show you exactly where you stand. I believe that once you have that level of visibility, making smart decisions becomes second nature. It’s about bridging the gap between your weekly budget and your long-term wealth. Beyond the world of finance, I’m a Formula 1 enthusiast with a keen eye for race-day strategy and a passion for exploring new trails with my dog, Barney.

Focus areas

  • PocketSmith: Full-service onboarding
  • Cashflow: Setup and automation
  • Implementation: Budget Plan with step-by-step instructions
  • Accountability: 12-month roadmap

Please note: Nicole Lam is an independent professional, not a PocketSmith employee or representative. Any engagement is directly between you and Lighthouse Financial.

Photo of Carlene McEwen

Carlene McEwen

PocketSmith Coach, Defined

placeManawatu, New Zealand

Go from confusion to confidence Create simple, reliable systems in PocketSmith Support for big life transitions Separate personal and business finances

Many people have PocketSmith setup but still feel unsure about their numbers. I help clients turn confusion into clarity by organising their accounts, categories and workflows so they can truly trust their data. With a background in financial analysis and a structured coaching process, I specialise in helping PocketSmith users reduce overwhelm, understand their finances, and confidently use their data to make better money decisions.

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Carlene McEwen

Defined

placeManawatu, New Zealand

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About

Many people start using PocketSmith hoping it will bring clarity to their finances, but instead they feel overwhelmed by accounts, categories and reports that don’t quite make sense. Even when everything looks set up, it can be hard to trust the numbers or know what the data is really telling you. There is where I help. With a background in financial analysis and a structured coaching approach, I work with PocketSmith users to turn confusion into clarity. Together we organise accounts, categories, and workflows so the data become reliable and meaningful. My goal isn’t just to help you “use the software” but to help you understand your money. By simplifying your setup and creating practical systems, clients move from second-guessing their numbers to feeling confident using PocketSmith to guide everyday financial decisions.

Typical client profile

My ideal client is someone already using PocketSmith who feels overwhelmed or unsure about their setup and wants help organising their finances so they can trust their data and confidently manage personal, and business or property-related money decisions.

Social

Focus areas

  • Go from confusion to confidence
  • Create simple, reliable systems in PocketSmith
  • Support for big life transitions
  • Separate personal and business finances

Please note: Carlene McEwen is an independent professional, not a PocketSmith employee or representative. Any engagement is directly between you and Defined.

Photo of Alex Revington

Alex Revington

KiwiSaver & Budgeting Adviser, Lighthouse Financial

placeAuckland, New Zealand

PocketSmith: Full-service onboarding Cashflow: Setup and automation Implementation: Budget Plan with step-by-step instructions Accountability: 12-month roadmap

I’m a finance professional with a Bachelor’s degree in Finance and a minor in Management, currently working as a qualified Investment Adviser. I’m passionate about helping people understand their money and build practical budgeting habits that support long-term financial wellbeing. Outside of work, I enjoy chess and following sports - especially Cricket and the NRL.

Photo of Alex Revington

Alex Revington

Lighthouse Financial

placeAuckland, New Zealand

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About

I’m a finance professional with a Bachelor’s degree in Finance and a minor in Management, and I currently work as a qualified KiwiSaver Adviser. I’ve developed practical experience helping people make smarter financial decisions, with a particular interest in budgeting, financial planning, and building strong money habits. My approach to budgeting focuses on clarity and practicality. I believe a good budget isn’t about restriction - it’s about understanding where your money goes and aligning it with what matters most to you. Tools like PocketSmith are incredibly powerful when used well, helping people track spending, forecast future finances, and gain confidence in their financial decisions. I enjoy working with individuals who want to take greater control of their finances, whether they’re starting their first budget, improving their savings habits, or planning for future goals. Beyond this, I’m a keen chess player and a passionate sports fan, choosing to enjoy the social aspect of sport due to a lack of capability - something which doesn’t correlate to my budgeting advice.

Focus areas

  • PocketSmith: Full-service onboarding
  • Cashflow: Setup and automation
  • Implementation: Budget Plan with step-by-step instructions
  • Accountability: 12-month roadmap

Please note: Alex Revington is an independent professional, not a PocketSmith employee or representative. Any engagement is directly between you and Lighthouse Financial.

Frequently asked questions

Are these coaches employed by PocketSmith?

No. The coaches listed here are independent professionals who run their own businesses. They are not employees, agents, or representatives of PocketSmith. We provide this directory as a resource to help you find coaches who are experienced with PocketSmith.

So, how are the coaches selected?

The coaches listed here are professionals who actively use PocketSmith with their clients. Over time, we have become familiar with their work through their use of the PocketSmith platform.

Does PocketSmith provide financial advice?

No, PocketSmith is a personal finance software platform. We do not provide financial advice of any kind. Any financial advice or guidance you receive comes solely from the coach you choose to work with. Coaches are responsible for their own licensing and regulatory compliance.

Does PocketSmith endorse or guarantee these coaches?

No. While we have listed coaches we believe offer a quality service, PocketSmith does not certify, endorse, or guarantee any coach's services, qualifications, or outcomes. We encourage you to review their websites and decide who is a good fit for you before engaging with a coach.

Does PocketSmith receive a commission or referral fee from the coaches?

No. There is no revenue-sharing arrangement between PocketSmith and the coaches listed here. Each coach sets their own pricing and services independently.

Who do I contact if I have an issue with a coach?

Any arrangement is directly between you and the coach. PocketSmith does not manage coaching relationships, pricing, scheduling, or service delivery. If you have a concern, please raise it directly with the coach or their business.

Disclaimer

The coaches listed on this page are independent third parties and are not employees, agents, or representatives of PocketSmith. PocketSmith does not provide financial advice. Any financial advice is provided solely by the coach. While all care has been taken in selecting the listed coaches, PocketSmith does not endorse, supervise, or guarantee the services, qualifications, or outcomes of any coach listed here. Coaches are responsible for their own licensing and legal compliance. There is no revenue-sharing arrangement or commission between PocketSmith and the coaches. Users engage with coaches at their own risk and discretion.

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