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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"

Michael  8/6/2017

Te Whare Putea Financial Mentor
BUILDING FINANCIAL
 CAPABILITY

Our Financial Mentor, Ruth, will take into account the complexity of people's needs and provide you with more than just budget advice.

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Ruth 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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Our Te Whare Putea Financial Mentor:

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

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

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

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

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

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

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

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Contact Ruth at Te Whare Putea on 021 205 5820 or by email.

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BFC
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