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MONEY MATES

We promote conversations and activities within Money Mates that help build the long term financial capability of our clients, to improve well-being for themselves, their whanau and the community.

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Through joint sharing and learning we provide the opportunity to interact, form relationships, learn new skills and share experiences in an informal peer support setting.

  • Building Financial Capability
  • Financial Planning
  • Managing Your Cash-flow
  • Planning for Retirement

"Financial Mentor provided an excellent service. I could not have wished for more.  Thank you Lyn"

Michael  8/6/2017

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BUILDING FINANCIAL
 CAPABILITY

Our financial mentor, Lyn will take into account the complexity of people's needs and provide you with more than just budget advice.

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Lyn will focus on empowering people and making connections with a range of social services to ensure people get the right support.

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Te Whare Putea's financial mentor:

  • Is empathetic, has cultural understanding and experience, and is able to coach and empower people, and be open-minded

  • Use the new Financial Plan of Action to develop a focused plan that will suit the person and their situation/whānau

  • Take a strengths-based approach to reduce the cycle of crisis where possible

  • Use clear lines of communication with Work and Income for your needs ensuring your privacy is respected at all times

  • Use other relationships and networks in the social sector to support their work to ensure people get the right support at the right time 

  • Support and empower people to  negotiate reduced payments or generate additional resources

  • Access support when needed. Oversee positive changes and help set and reach realistic and sustainable financial goals.

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Contact Lyn at Te Whare Putea on 027 333 2200 or by email.

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BFC
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