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[vc_column_textBay Financial Mentors offers free advice and help with budgeting skills to both individuals and families across the Tauranga region, from Katikati to Papamoa and Maketu.

The aim of our service is to educate people to manage their finances effectively and to empower them so that they can develop their own resources in better money management.

We offer a range of services from one-off crisis advice to comprehensive on-going support and mentoring. Our clients are fully involved and in control of making decisions regarding their income and spending.[/vc_column_text]

OUR VISION

‘People have better lives because they can successfully manage their finances.’


The great benefit of the Bay Financial Mentors is that not only is it a supportive and confidential service, it’s also free.


It's Free

Everyone is eligible to receive budgeting advice regardless of their personal situation.

Customised

Our Mentors help people develop a plan that is realistic and manageable.

Experienced

Our Mentors undergo extensive and on-going training.

Confidential

A strict standard is adhered to, to uphold the professionalism of the Federation.

Resources

Our Mentors can provide their clients with simple tools such as Excel spreadsheets for budgeting and cash flow to help them with their plan.

Tailored

Our Mentors can talk on behalf of their clients to people whom they may own money, to sort out a payment plan.


MISSION STATEMENT

Our well-trained team builds on the strengths and skills of our clients to enable them to develop their financial capability.


As well as the support we provide to individuals and families, the Bay Financial Menors has trained facilitators who help develop our community by providing workshops, seminars and training. We are the number one provider of ‘Sorted’ talks in the BOP including:

‘Get your money Fighting Fit’

Think, Shrink and Grow

Set your goals, make a budget

Manage debt

Saving and investing

KiwiSaver - basics

KiwiSaver - making decisions

Retirement Planning

The Tauranga Budget Advisory Service was first established in 1972 and is a voluntary, not-for-profit organisation. As an independent body affiliated to the National Building Financial Capability Charitable Trust (NBFCCT) we share a common Code of Ethics, philosophy, and commitment to the principles of sound Money Management.

As well as Financial Mentors, we have Money Mates who are trained Facilitators, accredited to the Commission for Financial Capability (CFFC) standards. They provide courses to teach invaluable financial skills to our clients, community groups and businesses.

Our volunteer Financial Mentors are trained to FinCap standards, gaining a certificate of competency that is renewed each year following the completion of professional development courses.