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Investing Apps & Finance Tools

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What Australian investing appsfinance toolsbrokerage accounts and bank accounts do Kate and Owen from The Australian Finance Podcast use every day and month?Kate and Owen discuss:

  • Australian share brokerage accounts
  • Investing apps
  • The best investing books
  • The best finance books
  • Australia bank accounts
  • Apple Pay, PayPal, Strawman, Stocklight & more!

Probably the most requested topic on the Australian Finance Podcast series is: “What investing apps and finance accounts do you guys use?”Well, here it is!

Podcast resources

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)



  • 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)


Owen’s Financial Toolkit


  • 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


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💸 PocketSmith, a productivity booster for your money.

PocketSmith is not just a budgeting app, it’s an advanced tool that connects to nearly every bank worldwide. Basically, it’s a productivity booster for your money. With PocketSmith, you can organise your money your way and even collaborate with your household and advisors.

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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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