PocketSmith co-founder Jason Leong: a life-affirming budget, open banking and scaling a SAAS business to 300,000 users

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Feb 17, 2025

In this lively discussion, Jason Leung, co-founder and CEO of PocketSmith, shares his insights on creating a life-affirming budget and the importance of open banking for financial inclusivity. He highlights the joy of thrift shopping while linking sustainable choices to personal well-being. The conversation also explores unique financial behaviors of Gen Z and the empowerment that comes from innovative financial tools. With a touch of humor, Jason reflects on scaling PocketSmith to 300,000 users, illustrating the transformative power of thoughtful financial management.

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ANECDOTE

Vintage Shopping

Jason Leong enjoys vintage shopping because it promotes reuse and reduces waste.
He finds unique, affordable items and appreciates the stories behind pre-owned goods.

ANECDOTE

Life-Affirming Spending

Jason prioritizes life-affirming experiences like travel, which allows him to discover new things.
He shared an anecdote about a cobbler in Naples who helped him fix his luggage, highlighting the unexpected joys of travel.

ANECDOTE

Pocketsmith for Diet Tracking

Jason used Pocketsmith to track his calorie intake, treating it like a budget.
He found parallels between managing finances and nutrition, emphasizing the importance of tracking and accountability.

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In this Australian Finance Podcast episode, your host Owen Rask, Chief Investment Officer of Rask Invest, speaks with Jason Leong, Co-Founder and CEO of Pocketsmith Ltd - the leading personal finance management tool in the country.

If you invest in ETFs or stocks, you'll love this episode because the fellas answer questions on investment strategy, feature some of the ASX's top quality companies and review their $10,000 portfolios.

If you like this Australian Finance Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts.

Topics covered today:

Creating a life-affirming budget
Open banking
Scaling a business to 300,000 SaaS customers
Vintage shopping
What a good budget looks like
The future of money automation

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DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG): https://www.rask.com.au/fsg

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