MoneySmart’s service is available to people in Warkworth, Wellsford, Snells Beach, Matakana and surrounding areas from Puhoi to Mangawhai. We come to your home or you can make an appointment at one of our budgeting clinics.
1. Get in touch
Phone, text, email or Facebook message – we’re here to help. See our contact details.
2. We find you a money mentor
We’ll ask one of our trained financial mentors to work with you.
3. Your money mentor contacts you
To arrange your first appointment.
4. First meeting
Meet your mentor face to face or via a phone or video call. We’ll tell you what to bring,
e.g. bank statements, proof of income, loan documents, etc.
5. Agree on a plan
Your money mentor helps you create a budget and a plan to manage your money and clear debt.
6. We back you up
If you need support dealing with lenders, Work and Income or other organisations,
your MoneySmart mentor can help.
6. Stick to the plan
Step by step, you’re on a path out of debt.
7. More mentoring if you’d like it
Our money mentors are here to answer questions and offer advice. Our service is always free.
Phone or text: 021 423 788
Email admin@moneysmart.org.nz
Send us a message: contact us