Welcome to MoneySmart, the trading name of Warkworth/Wellsford Budget Service Inc.

FREE budget advice and mentoring

MoneySmart is here to help you become debt-free and build financial stability. We’re a community-based organisation and our service is 100% FREE and confidential.

What is a money mentor?

A money mentor is another name for a financial mentor or budget adviser. Our trained mentors provide budget advice and much more. Note that they are not financial advisers who give investment advice.

Your money mentor will meet with you at your home or in one of our local offices. The first priority is to review the money that’s coming in and going out of your bank account. Then you’ll work together to create a plan to start clearing your debts.

Here are some of the services we offer:

  • Negotiating with creditors to take away stress.
  • Creating an affordable repayment plan.
  • Debt restructuring to create more breathing space.
  • Help to manage money.
  • Ongoing advice and support.

We’ll work with you to achieve your goals. Being MoneySmart isn’t just about getting rid of debt – it’s also about creating a better life for you and your family.

Who do we work with?

If you’re over 18 and live in Warkworth, Wellsford, Snells Beach, Matakana and surrounding areas from Puhoi to Mangawhai, you can use our services.

MoneySmart’s service is 100% FREE and confidential.

To get started, contact us.

Who are we?

MoneySmart is the trading name of Warkworth/Wellsford Budget Service Inc. As a community-based organisation, we provide free advice to help people in our area. Unlike financial advisers, we do not provide advice on investments – instead we focus on budgeting and getting rid of debt.