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Investing your hard-earned money is a great way to grow your wealth, but have you ever wanted to use your investments to promote positive change as well as generate returns? Your portfolio can go further if you invest in companies and funds that share your beliefs and values. Emma explores whether aligning your investments with your personal values is a worthwhile strategy.
Interviews
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 Kath uses PocketSmith to manage her retirement budget and track expenses, allowing her to embrace unexpected opportunities.
Money tips
Navigating travel insurance as a digital nomad is both essential and challenging. From a quick-fix solution that lasted only two days to a stable choice that lasted for months, Rachel's experiences with insurance while travelling as a freelancer highlight the unique challenges and solutions for digital nomads managing risks while on the move.
Money tips
In an era of ever-increasing costs, many people are grappling with the question of whether they should prioritize investing their hard-earned money or focus on coping with rising expenses. As financial landscapes evolve, understanding the significance of investing during such challenging times becomes important.
Money tips
Financial fraud takes many forms and is constantly evolving, making it challenging to stay ahead of scammers. However, by learning how to detect and prevent fraud, business owners and individuals alike can protect their hard-earned money. Sam shares his insights as an accountant on safeguarding financial systems against potential threats.
Money tips
Whether you're commuting, cooking, or out for a walk, podcasts make the perfect companions. Check out some of our 2024 favorites and discover new ways to grow your financial knowledge. Packed with fresh financial insights, practical tips, and inspiring stories, each one will help you sharpen your money skills.
Interviews
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 Harry is setting himself up with good habits by monitoring his income and expenses trends with PocketSmith.
Money tips
The constant pressure to meet financial obligations and strive for financial success can quickly deplete one's mental, emotional, and physical resources. Addressing the root causes, establishing realistic goals, and seeking support are key to navigating the challenges of financial burnout and cultivating long-lasting financial resilience.
Money tips
As a Financial Adviser, Jess Hargreaves from Lighthouse Financial has seen firsthand how PocketSmith makes it easier for clients to manage their money and achieve financial success. She shares five essential budgeting tips that will not only help you take control of your finances but also make the process more manageable.
Money tips
Invoicing isn't just admin, it's an art form. Like a lot of aspects of freelancing, invoicing freelancing clients can be a nuanced exercise. Rachel reveals her tricks of the trade for ensuring timely payment and maintaining a healthy, professional relationship with the businesses that rely on her services.
Money tips
Part-time jobs for teenagers are more than just a way to earn extra money; they are invaluable opportunities for personal growth and skill development. Ruth shares how encouraging her daughter to work part-time has helped her develop independence and learn valuable financial lessons to set her up for future success.
Interviews
Meet Daisie, a retired Singaporean educator in her 70s, who recently shared her financial journey with her daughter, Dora Yip, PocketSmith's Chief Marketing Officer. Daisie shares how, through careful budgeting and a lifelong commitment to living within her means, she’s achieved financial stability and contentment in her golden years.
Money tips
Embarking on the journey of writing a book can be both exciting and daunting, as Emma Edwards discovered when authoring her personal finance book "Good With Money". Whether you're looking to write for financial gain or just for the love of it, Emma's lessons learned offer practical advice for anyone embarking on the challenging yet rewarding adventure of writing a book.
Interviews
Meet Rupert, a young entrepreneur who recently launched his startup, Spellcaster, in Dunedin. With a background in teaching and a self-taught transition into software development, he reveals the financial challenges of running a passion-driven business he's had to deal with — from managing tight budgets to balancing personal and business finances.
Interviews
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 ex-Mint user Mike is using PocketSmith to go beyond local money admin and manage multiple assets and expenses in both New Zealand and the US.
Interviews
Meet Cathy, a dedicated mother navigating the financial challenges and triumphs of raising a young family. She shares how she and her husband are working towards their financial goals while also securing a stable future for their son, shedding light on the practicalities of managing finances as a young family in today’s world.
Money tips
Navigating the delicate balance between a side hustle and a traditional 9-to-5 job is akin to traversing a winding road, filled with twists and turns. From an initial streamlined approach that evolved into a multifaceted system of financial management, Rachel shares the ups and downs of juggling both freelancing and steady employment.
Money tips
Investing in your family's future is crucial for financial security and growth. As the home CFO, your role in managing and optimizing these investments is vital. Piotr, CEO of London-based accounting firm J. Dauman & Co, shares his guide that offers simple, effective strategies to create a robust family investment plan.
Interviews
Meet Patti, a 27-year-old sports podiatrist from Queenstown. Going from a carefree ski instructor to a first home buyer, she had to rapidly overhaul her financial habits to secure a townhouse. She candidly talks about the challenges of navigating the housing market, managing mortgage payments, and balancing financial goals.
Interviews
Meet Thomas, a third-year student at the University of Otago studying Psychology, Sport Management, and History. He shares his insights on budgeting and home ownership aspirations and how balancing a busy academic schedule and managing a student loan is no mean feat. As he navigates his early financial milestones, Thomas reflects on how these milestones will evolve with age.
Money tips
Savvy negotiators know that the art of the deal can be applied to everyday expenses. From utilities and rent to high-street purchases, there are countless opportunities to save money through effective negotiation. Kevin from Banked demystifies the haggling process to help you talk your way into significant savings.
Interviews
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 Nick uses PocketSmith to take the guesswork and time-consuming details out of his family's money management with PocketSmith.
Interviews
“While not for the faint of heart, the way I build resilience to setbacks is through ruthless frugality. I find practising gratitude helps lower your baseline requirements for happiness.” Tim from Prime Campus is a co-founder, fund manager and digital nomad. We sat down with this intrepid investor for the latest Fireside Finance.
Money tips
Starting a digital nomad lifestyle brings freedom and new challenges, especially in managing your tax obligations across different countries. Accountant Sam Harith shares how you can navigate complex tax residencies, double taxation agreements, and local financial laws, ensuring your finances are well-managed as you explore the world.
