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Get in the driver's seat of your finances

With over 40 years experience helping our local community with their budgeting and financial needs we’ve got the right stuff and the right people to get the job done. We’re proud of our reputation of being unswerving in helping you get the results you need as well as the fact that our much valued clients have said things like - “thank you - you’re the best” to “thank you for your kindness I really appreciated what you did”.

We’re more than just financial mentors; we can help you turn your whole life around by putting you back in the driver’s seat of your finances. 

Our Financial Mentoring role is to make managing money easier for you. This covers areas such as:

Budget planning

Debt management

Creditor negotiations

Insolvency options

Savings plan

Kiwisaver hardship applications

Gaining access to no and low interest loans

Managing your money and improving your finances when you’re in a tough position can be so overwhelming and isolating without support, guidance and the necessary tools to use for better financial health. The key is to ask us for assistance because we have the knowledge, expertise and tools to make it a lot easier and quicker to get back on track. Let us help you get peace of mind when it comes to managing your finances.

Join MoneyMates

MoneyMates is a way for you to meet with a small group of people where you feel safe to share new money management ideas, swap stories around money topics including money beliefs and money personalities, budgeting successes and fails (we all have them!) and what you did about them, goal setting examples, good and bad debt journeys and a whole lot more. 

When we share our journey with others not only does it free us from that sense of embarrassment and in some cases shame, it creates a feeling of membership and belonging as we’re all there with a sense of understanding, compassion and empathy.

Here you will meet kindred spirits and in our honest opinion, you really are the brave ones because you’ve asked for help and you’ve stepped out of your comfort zone at a very vulnerable time of your life.

A financial mentor will be there to introduce you all and help set the agenda and of course, be on hand should any information be needed but our job is to just support the group.

Guess what the benefits are?

You’ll bond with strong allies and valuable contacts and in some cases; make great friends when you take part in a very empowering select group meeting at MoneyMates.

We believe financial planning is for everyone.  To find out more contact us today