The Happy Saver
10th Anniversary Giveaway
To celebrate ten years of The Happy Saver, Jonny and I wanted to do something fun for the people who make this community what it is: you.
Over the years, I’ve been incredibly lucky to have the support of some excellent Kiwi companies, and a few of them have generously come to the party to help us celebrate. We’ve pulled together a fantastic bunch of prizes to give away, all designed to help you keep learning, keep investing, keep tracking, and keep building financial confidence.
Entering is simple: just fill out the entry form, and you’re in the draw.
Winners will be drawn and announced in my email on 5 July.
Here’s what’s up for grabs:
The Donegans and Ruth
One lucky person will win a special one-hour, one-on-one video call with the brilliant Alan and Katie Donegan from Rebel Finance School and me.
This is your chance to sit down with Alan, Katie and me for a warm, honest, no-judgement money kōrero. Between The Happy Saver and Rebel Finance School, we’ve spent years helping people simplify their finances, build confidence, and take practical steps towards more freedom and choice.
Bring your questions, goals, or big money decisions, and together we’ll help you think through where you’re at, celebrate what you’re already doing well, and identify a few simple next steps. No fancy jargon or complicated strategies, just practical encouragement from people firmly on your side.
PocketSmith
3 x one-year Flourish Plans valued at $199.95 each, plus swag bags - Open to new and existing users
PocketSmith is the budgeting software I’ve used and loved for years, offering customisable dashboards, long-range forecasts, powerful search tools, and beautiful charts and graphs that I love to tinker with. It gives you a clear, real-time picture of your money and helps you plan confidently for months and years ahead, making it perfect for the household CFO. These Flourish Plans give you a full year of PocketSmith’s best features, making smart, flexible budgeting easier than ever.
Sharesight
1 × one-year Standard Plan, valued at $348 - Open to existing users on free or paid plans
Sharesight is, hands down, the best portfolio and dividend tracker I’ve found, automatically updating your investment performance, dividends, and tax reporting across up to four portfolios with unlimited holdings. It takes the hassle out of managing your investments, giving you accurate, tax-friendly performance insights without the spreadsheet grind. For anyone investing for the long term, it’s an absolute must-have tool.
Sharesies
2 × $50 Sharesies Gift Voucher - Open to new and existing users
Get a $50 kick-start to your investing journey! Sharesies is the investing app I’ve used to help my daughter build the habit of investing a little and often, especially into broad, Total World ETF funds, so she can learn the natural rhythm of investing over time. It makes getting started simple, giving everyday investors easy access to some of the world’s biggest, most diversified ETFs and encouraging steady, long-term wealth building.
Smart
Smart is kindly giving away two excellent books as part of our 10th anniversary celebration: The Simple Path to Wealth and The Barefoot Investor.
The Simple Path to Wealth by JL Collins is a straight-talking guide to investing that explains, in plain English, why simple investing works best over the long term. This is the book I recommend the most often, and it has changed countless lives by showing readers how to grow wealth without stress, jargon, or complexity. Its core message is universal: keep it simple, ignore the hype, and stay the course. This book genuinely changed my life and helped me realise that I am an excellent investor of my own money.
The Barefoot Investor by Scott Pape is one of the most practical, down-to-earth money guides around. His “Barefoot Buckets” system helps readers reset their money habits, tackle debt, manage money with confidence, and invest wisely. It gives you the tools to create a calm, sustainable financial life. I’ve lost count of how many copies I’ve gifted over the years because so many people use this book as a starting point to completely transform their financial lives.
And from The Happy Saver, we’re giving away a few of our favourite money books too: Die With Zero, Barefoot Kids, The Richest Man in Babylon, and Pathfinders.
These are all books that encourage you to think about money from different angles: how to use it well, how to teach kids about it, how to build good habits, and how to create a life that reflects what matters most to you. Because while money is important, the real goal has always been to use it to build a calmer, more generous, more intentional life.
A huge thank you to PocketSmith, Sharesies, Sharesight, Smart and The Donegans for helping us celebrate this milestone.
Good luck, and thank you for being here. Ten years in, I’m still so stoked to be cheering you on.