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How PocketSmith helps 100,000+ households save more money

Jason Leong is the co-founder and CEO of PocketSmith, one of the best budgeting, financial management and forecasting apps on the market.

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In this Rask Australian Business Podcast episode, Jason Leong speaks with OwenRask about the journey of PocketSmith, including:

  • How and why PocketSmith has survived and thrived over more than one decade
  • What Jason’s original PocketSmith .ical set out to solve
  • Why PocketSmith never took VC funding, despite being one of New Zealand’s biggest FinTech successes
  • The technical challenges involved in building a financial management app
  • Why PocketSmith celebrates individuality as a core value
  • What the future of financial management looks like

This is a sponsored podcast episode brought to you by PocketSmith, and we know you’ll love it.

Like this? You’ll love PocketSmith: https://bit.ly/R-PocketSmith

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Like this? You’ll love PocketSmith: https://bit.ly/R-PocketSmith

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📈 Free online business community – Inflection 

Zara, Owen, Jordan and Danil are proud to invite you to join our free online business owners community. Filled with videos, PDF downloads, daily discussion and more, you can join now for free to unlock episode resources and goodies. Click here to join us online.

✅ Grey Space Advisory – snag a $100 health check

Do you get stuck worrying about your business’ finances? Or what needs to be paid to ATO, employees, Super funds and so on? The Australian Business Podcast is proud to announce that our sponsor, Grey Space Advisory, is offering all business owners a financial health check.

Jordan and Danil’s expert team of accountants will conduct a review of your tax structure, bank setup, ATO obligations and reporting, business insurance and provide some advice on how to manage all of this — for just $99! You can book a $99 health check with the Grey Space Advisory team and tell them Owen sent you.

🏰 Rask – Get Owen’s best investing research

The Australian Business Podcast’s official sponsor is Rask, our very own company. We empower hundreds of thousands of investors around Australia, whether you’re new or have been investing for 40 years. You can take an investing course on Rask Education to discover how Owen carefully researches small or blue chip companies, or become a premium Rask member today to speak directly with Owen and see what he is investing in.

As Warren Buffett famously said, “I am a better investor because I am a businessman, and a better businessman because I am no investor.” 

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The information on this website and in our podcasts is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

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