How does it work?

You have booked your first appointment! What next?

It can be very daunting and intimidating when dealing with your finances, and we at Moneywise Manawatū understand this. We endeavour to make your experience with us a comfortable, relaxing and smooth journey, in a safe, confidential and caring environment.

You will be warmly welcomed and assured at all times that we are there for you, and provide support throughout your financial journey with us.

What do you need to bring with for your first appointment?

Depending on what you need assistance with, it's a good idea to come to your appointment well prepared. This will help the mentor to assist you in the best way possible. There are a few things that you could bring along that will help us to kickstart your journey to financial freedom:

  • Photo ID (Passport/ Drivers License)
  • Payslips
  • Bank Statements
  • WINZ/Kiwisaver information/ login credentials
  • Any other paperwork that may be relevant to your situation
  • A clear idea of what you need assistance with, and your desired goals.

Don't panic if you do not have all this information on hand at first, we will still be able to assist you!

"The mentor explained everything I needed to know that made gave me a hope to manage my finances in the future"

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

Get in touch to make an appointment today.
Book Appointment
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

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© Moneywise Manawatu. All rights reserved.

© Moneywise Manawatu. All rights reserved.