Initially a nurse, Shirley comes to us after eight years with The SILC Charitable Trust as their Business Support and Compliance Manager. She brings many years of experience in HR, quality, health and safety, emergency planning, Board support and staff management. Prior to this, she spent six years managing a team working on government contracts to support people referred by Work and Income into employment.
An excellent communicator and facilitator, Shirley enjoys seeing growth individuals can achieve when people are supported to develop the resources they need to enjoy success in their lives.
Financial Mentor/SIO Supervisor/TMM Supervisor
Alison has been a financial mentor since 2011 and is a SIO Supervisor, Total Money Management Supervisor working out of our main office.
“Having been on the other side, struggling with inherited debts, when I was able to get myself out of it I vowed and declared I would never be in that situation again. When my personal circumstances allowed, I grabbed the opportunity to train and haven’t looked back. The thing I value the most is helping people get out of debt and turn their lives around financially.”
Financial Mentor/Money Mate
Cody is based at our Historic Village office and she has been a financial mentor and Money Mate since 2014. She loves interacting with participants during the 4 weekly facilitated programme. Money Mates helps to develop additional skills in peer lead supported training where people are empowered to come up with solutions.
“After a relationship split I was inundated with so much debt I didn’t know which way was up. A friend taught me how to manage my money and for the first time in my life I was able to pay the bills on time every time. From then on I was dedicated to helping others do the same.”
You will find Lisa at our clinic at the Katikati Community Centre and Te Runanga o Ngaitamawhariua along with our Merivale clinic. She enjoys meeting people and helping to change their lives through better money management.
Trustee + Volunteer Mentor
With 40 years in the banking and investment industry, Tam has a wealth of experience to share. “I have a genuine desire to help others and see them succeed and move forward so they can better help themselves”
Financial Mentor – Maketu Clinic
Shelley takes care of our clinic in Maketu. “I love being a part of the team at Tauranga Budget Advisory Service. As a local in Maketu, I understand the vibe of the community and its needs.
Rae has been a volunteer Financial Mentor for a few years, working on Wednesdays from our main office.
As a retired teacher, Rae loves to help people and finds budget advising to be a concrete and positive way to do this. Having had a family of five she is well aware of the need to budget and loves helping people with practical, down-to-earth advice.
Runa takes care of our Te Puke clinics “I enjoy working with whanau so they can better their lives. I love seeing the long term results it creates within their home. “
Sue is our Financial Mentor at the Tauranga Waikato University campus. Sue has many years of Financial Mentoring with families and individuals and knows the needs of people in our community.
Shirley is a Financial Mentor working out of our Katikati office
Kevin is a Financial Mentor working out of our main office
Ngarui is a Financial Mentor working out of our main office
Michelle is our Financial Mentor at the Hillier Clinic on Thursday mornings.
Bev is a Financial Mentor working out of our main office.
Gay is a Financial Mentor working out of the Hillier Centre
Julie looks after all our accounts administration for TBAS & Total Money Management clients
Margot takes care of social media, marketing and administration
Carole is our front of house receptionist. You will most likely talk to her when making an appointment.