Investing Apps & Finance Tools

Kate’s Financial Toolkit

Budgeting & Financial Goal Setting/Tracking 

• Frollo (tracking spending)
• Google Sheets (working out budget)
• Up Money (setting specific savings goals)

Investing & Portfolio Management 

• CommSec (brokerage account)
• ShareSight (reporting)
• InvestSMART Portfolio Manager
• Research (follow good fund managers – sign up to their newsletters and learn about their investment cases, learning to sift through the noise and scammers, beware the intentions of forum participants)

Podcasts

• Listen Money Matters – US-based personal finance content
• Invest Like the Best – insights helping you better manage your time and money
• Australian Investors Podcast – interviews with professional Australian investors
• Side Hustle School – short daily interviews with individuals running side-hustles
• The Money (ABC) – how the Australian and global economy works
• Ours!

Websites 

• Money Magazine – Australian financial news and money-related content
• Miss Money Box — a strong focus on financial education
• Fearless Female Traders — female-focused personal finance community
• Livewire – free investment insights from leading financial professionals
• AFR – digital and hard copy magazine covering Australian financial news (paywall)

Books

• The Simple Path to Wealth  – J L Collins
• The Year of Less  – Cait Flanders
• Side Hustle – Chris Guillebeau
• Millennial Money – James and Patrick O’Shaughnessy

Owen’s Financial Toolkit

Apps

• CommSec
• ING & ME Bank
• NAB (for business)
• Google Sheets & Drive
• Stocklight App
• PayPal
• Twitter (news)
• Apple Pay

Books & Podcasts

• Richest Man in Babylon – centuries old good n stuff like that
• Happy Money – attitudes to money
• Zen In The Martial Arts – life advice
• How To Money Podcast

Investments

• Rask News
• Fund managers (EPG Capital, Lakehouse Capital)
• Fool.com
• Morningstar.com
• Strawman.com