Our Services

Make an appointment to meet with one of our Financial Mentors. You can discuss your financial situation with them in complete confidence, free of charge.

"I love the indepth finance topics he talks to me about. I really enjoy his passion and knowledge."

One on One Consultations with a Trained Financial Mentor.

Make an appointment to meet with one of our Financial Mentors. You can discuss your financial situation with them in complete confidence.

Some of the specific services your Financial Mentor can assist with you include:

  • {tip title="General Budgeting Options " content="How much money do you have and where is it going?"}General Budgeting Options {/tip}
  • {tip title="Creditor Negotiation " content="We can advocate for you with your creditors and help you work through what your options are to plan a way forward."}Creditor Negotiation{/tip}
  • {tip title="Insolvency Assistance " content="There are three types of insolvency. You can talk with a Financial Mentor about whether one of these options is right for you and we can support you with the application if you choose to go through with it."}Insolvency Assistance{/tip}
  • {tip title="Goal Setting and Financial Action Planning " content="Whether you already have a goal or don’t know where to start setting one, we can help you do this and then work through a plan of how you can reach it!"}Goal Setting and Financial Action Planning{/tip}
  • {tip title="Independent Dispute Resolution " content=" If you think that your lender has been unfair or unreasonable or has not followed the current legislation, we can help you to make a complaint to one of the dispute resolution schemes."}Independent Dispute Resolution{/tip}
  • {tip title="Options to manage your debt " content=" If you are struggling to manage your debt you may have options that you don’t know about. Our Financial Mentors can help you understand what these are."}Options to manage your debt{/tip}
  • {tip title="Alternatives to pay day lenders " content=" We have access to some low interest loan facilities. You can sometimes use these to pay off high-cost debt or buy items you need. Talk to us about your eligibility."}Alternatives to pay day lenders{/tip}
  • {tip title="Kiwisaver Hardship withdrawal " content=" If you are in financial hardship, you may be eligible to apply to withdraw some of your Kiwisaver early. This is normally a last resort as your Kiwisaver is for retirement, but we can help you. Whether you just need more information or would like us to complete the information with you, your Financial Mentor can help you."}Kiwisaver Hardship withdrawal{/tip}

MoneyMates and Community Education Sessions

MoneyMates Workshops

We run facilitated, peer led, group discussion groups called MoneyMates. The sessions focus on facilitated, peer led group discussion, the aim of the workshops are to give you the tools and confidence to talk about money and money matters, learning from other people’s experience.

In the course we cover a range of topics, including:

  • Money – money personalities and how we relate to money
  • Identifying needs and wants
  • Goal setting, planning for change and behaviour change
  • Keeping track of money and budgeting
  • Debt – what is it? Understanding the costs (financial and emotional of debt), paying it off and managing it in the long term
  • Borrowing sensibly
  • Saving – how to save, compound interest, Kiwi Saver

Participants who complete the required number of sessions will receive a certificate of achievement. We can also pick up 1:1 sessions with you at any point if you wish to discuss your own personal circumstances in more detail.

We also run and facilitate MoneyMates workshops for community groups or in workplaces, as well as online workshops. Please get in touch if this is something you would like to know more about for your organisation.

Community Education Presentations

We offer group education sessions to community organisations for their clients, on a variety of topics that we can tailor to suit the interest of the audience. They are delivered by our trained Financial Mentors. All clients that attend the group sessions will be able to access free 1:1 mentoring with our service as follow up, to discuss their individual circumstances in more detail should they wish to.

Please get in touch if you would like to discuss options available for your organisation or workplace.

“Moneywise was amazing,
don't hesitate to contact them”

Get in touch to make an appointment today.
Union Dental
Location

First Floor, Hancock Community House
77 King Street
Palmerston North

Contact

Freephone: 0800 228 343
Phone: 06 358 2279
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Office Hours
  • Mon–Tue

    9 am – 3pm

  • Wed

    9 am – 4.30 pm and until 7pm by appointment

  • Thurs

    9am – 3 pm

  • Fri

    9am – 12 pm

© Moneywise Manawatu. All rights reserved.

© Moneywise Manawatu. All rights reserved.