This page sets out the responsibilities of the client, financial mentor and service.
Client agreement (for client to complete)
I agree to accept budgeting advice and will be respectful with my financial mentor
I will keep my financial mentor up to date with my contact details and tell them everything about my financial situation as part of our honest and open relationship.
If I cannot attend an appointment, I will let the service know.
Either the service or I can withdraw from this agreement at any time.
I will do my best to keep to the agreed budget, keep to agreed arrangements, and will not obtain further credit without first discussing it with my financial mentor.
I understand that the service and/or the financial mentor is not liable to me under any circumstances for their actions or any advice they give, however that liability arises (including through negligence).
I have discussed this document with my financial mentor, and I understand it.
Complaints:
If I have a complaint that cannot be resolved by my financial mentor or the manager of the budgeting service, I can lodge the complaint with the Complaints Officer, Moneywise Manawatu, Hancock Community House, 77 King Street, Palmerston North 4410
