Pocket Adviser

Pocket Adviser delivers digital financial advice in relation to ASX-listed securities under an ERS exemption, and aims to help users make informed financial choices. It emphasizes personalised plans based on individual goals and financial situations, and provides guidance across investing, budgeting, and insurance. The service highlights a step-by-step plan and ongoing support as part of its offering, focusing on accessibility of guidance.

The tool explains its process as: users tell their goals and financial situation, receive a custom investment portfolio tailored to their needs, and connect investment accounts to track progress.

Main capabilities include portfolio construction for ASX securities, spending tracking, budgeting, and insights to identify savings opportunities, plus planning for taxes, superannuation, and insurance."

Pocket Adviser also signals coming features to enhance money management, including better administration of bookkeeping and tax as part of a broader financial life. It presents the idea of a holistic pathway from goals to execution, with a focus on accessibility and affordability compared to traditional advice.

Use cases

• Long-term investment planning within ASX markets
• Budgeting and expense tracking to support financial goals
• Preparing for future financial needs like retirement and education