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

In this Australian Investors Podcast episode, your host Owen Rask, Chief Investment Officer of Rask Invest, speaks with Jason Leung, 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 Investors 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:

1. Creating a life-affirming budget
2. Open banking
3. Scaling a business to 300,000 SaaS customers
4. Vintage shopping
5. What a good budget looks like
6. The future of money automation

Resources for this episode

• Get 50% off your first two months using PocketSmith: https://bit.ly/R-PocketSmith
• Pocketsmith global spending map: https://www.pocketsmith.com/spending/
• Jason's first podcast: https://www.raskmedia.com.au/2024/06/13/how-pocketsmith-helps-100000-households-save-more-money/ 
• Ask a question (select the Retirement podcast): https://bit.ly/R-quest

Rask Resources

All services: https://bit.ly/R-services

Financial Planning: https://bit.ly/R-plan 

Invest with us: https://bit.ly/R-invest 

Access Show Notes: https://bit.ly/R-notes 

Ask a question: https://bit.ly/R-quest 

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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