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Financial mentoring

Financial Mentoring

A Financial Mentor supports you to make decisions and as you work toward your goals. Sessions with a Financial Mentor are led by the client (you) and focus on the matters that you want to discuss.

The service is:

  • Free

  • Confidential

  • Professional

  • Non-judgemental

  • Client centred and strengths-based

You are welcome to bring (or email) any relevant documents for your session. For example, if you want to work on a budget, knowing about your income and expenses is useful. Many people use their banking app on their phone for this purpose. Some people may print bank statements or look through their emails for recent bills.

Accessibility and comfort

  • Interpreters for most languages and dialects can be booked on request (including for NZ Sign Language).

  • Remote appointments are available via phone or video-calling.

  • Clients are welcome to include whānau, friends, children and/or support workers in their session.

  • The office is wheelchair accessible.

  • Public parking is available close to the office entrance, on Selwyn Place.

  • We can meet clients in other public locations such as a library, cafe or outdoors if preferred.

  • Refreshments such as tea, coffee or water are offered to clients during their session.

What to expect

  • Your privacy and confidentiality are respected.

  • What you want to discuss or work on is the focus of your financial mentoring session.

  • We will ask you to tell us a little bit about yourself/your whānau, and your circumstances.

  • We will ask you about what is important to you, what your goals are, and what you would like support with.

  • Your values, beliefs, ideas and choices are respected.

  • Financial mentors do not tell people what to do with their money or give direct advice. Instead, we support you to explore what options are available and/or to make a plan that is right for you.

  • We aim to empower you (and your whānau) to feel confident in making the decisions that are right for you.

  • We offer ongoing support as you learn new skills, work through your plan and move towards your goal/s.

Common areas of support

  • Financial goal setting

  • Loss of income

  • Debt Solutions

  • Microfinance loans

  • Budgeting

  • Savings plan

  • Planning for change

  • Debt advocacy

  • Accessing kiwisaver

  • Creating a money system

  • Fifeshire Foundation applications

  • + more

Unsure if we can help?

Get in touch: Ph. 03 546 9021

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