The Client agrees that:
1. I / We have voluntarily asked for budget advice.
2. I / We will be honest about my / our financial situation.
3. I/ We will co-operate fully with the budget advisor and will consider his/her advice.
4. I / We give permission for the North Shore Budget Service and/or its advisors to discuss my/our financial affairs, where necessary, with my/our creditors and any other person on my/our behalf.
5. The North Shore Budget Service will keep a copy of all budget worksheets for at least six months.
6. The North Shore Budget Service and/or its budget advisors shall not be liable to me/us in contract, tort, negligence or otherwise in respect of any advice given, or action taken, in relation to this Agreement. This includes advice regarding Bankruptcy, No Asset Procedures and Summary Installment Orders.
7. I / We have discussed this Privacy and Confidentiality Agreement with the budget advisor and I/we understand its contents.
The North Shore Budget Service agrees that:
1. It and/or its budget advisors will, to its best endeavours, offer assistance in the form of budget advice.
2. It and/or its budget advisors will, except as authorised by this Privacy and Confidentiality Agreement or other written consent, keep all the client(s)’ details confidential.
Authorisation:
1. I/We authorise any bank, business, creditor, organisation, department, service, or person involved in my/our financial affairs to give any personal information relevant to my/our financial affairs to my/our budget advisor and/or the North Shore Budget Service as requested.
2. I/We intend that this authorisation satisfies the requirement of Principles 2(b) and 11(d) of the Privacy Act 1993 and section 81 (4)(I) of the Privacy Act 1993 and section8l (4)(I) of the Tax Administration Act 1994.
The Client agrees that:
1. I / We have voluntarily asked for budget advice.
2. I / We will be honest about my / our financial situation.
3. I/ We will co-operate fully with the budget advisor and will consider his/her advice.
4. I / We give permission for the North Shore Budget Service and/or its advisors to discuss my/our financial affairs, where necessary, with my/our creditors and any other person on my/our behalf.
5. The North Shore Budget Service will keep a copy of all budget worksheets for at least six months.
6. The North Shore Budget Service and/or its budget advisors shall not be liable to me/us in contract, tort, negligence or otherwise in respect of any advice given, or action taken, in relation to this Agreement. This includes advice regarding Bankruptcy, No Asset Procedures and Summary Installment Orders.
7. I / We have discussed this Privacy and Confidentiality Agreement with the budget advisor and I/we understand its contents.
The North Shore Budget Service agrees that:
1. It and/or its budget advisors will, to its best endeavours, offer assistance in the form of budget advice.
2. It and/or its budget advisors will, except as authorised by this Privacy and Confidentiality Agreement or other written consent, keep all the client(s)’ details confidential.
Authorisation:
1. I/We authorise any bank, business, creditor, organisation, department, service, or person involved in my/our financial affairs to give any personal information relevant to my/our financial affairs to my/our budget advisor and/or the North Shore Budget Service as requested.
2. I/We intend that this authorisation satisfies the requirement of Principles 2(b) and 11(d) of the Privacy Act 1993 and section 81 (4)(I) of the Privacy Act 1993 and section8l (4)(I) of the Tax Administration Act 1994.
NSBS financial mentors empower our clients to get control of their money, set goals, and achieve long-term sustainable change. Our expert mentors have the tools, resources, skills, and commitment to service all your money management needs: from budget planning assistance to serious debt solution services, total money management peace of mind, and specialist financial interventions.
Yes, absolutely. All mentor sessions are confidential, private, and tailored to your needs.
NSBS mentors will improve your financial confidence and capability and provide you with the skills and knowledge so that you can make better financial decisions. Mentors provide a variety of tools to help you. They can:
Clients are counselled through some of their most vulnerable economic crises. Mentors help take the stress out of debt and money management to create happier lives and a more sustainable environment for daily living. First, we start by carrying out an initial assessment. Then we devise a financial plan of action and set achievable goals. We follow this by building a strengths-based financial capability and resilience plan and deliver any services you need from budgeting, debt solving and creditor negotiation, total money management, or financial specialist interventions.
Our mentoring sessions are free for clients because they are subsidised by the Ministry of Social Development and through other funding channels and partnerships that NSBS has established. Corporates and companies who undertake our Workplace Wellness programme will be expected to pay a fee, and other strategic partnerships that utilise our mentoring services will also incur costs. A payment may also apply for some individuals who take up the all-inclusive, labour-intensive and ongoing total money management service.
Clients can visit our offices in Takapuna and meet one-on-one with a mentor. Or they can work with a mentor via Zoom-call, phone or email. We also offer sessions at various Citizens Advice Bureaus around Auckland free of charge.
This will depend on your money situation and what you require to fix it. Some clients may need a simple budget and only require 1 or 2 mentor sessions to put them on track. Others may have more complicated needs and require debt solutions services and need more sessions. We are here to listen to whatever your issues are, and we can provide a full service financial capability programme to meet your money needs.
Absolutely. Our BFC-Plus Seniors programme is designed to be a total money management support service to help seniors and vulnerable people manage their day-to-day money matters and pay their bills for them. We provide peace of mind and the freedom of knowing that your finances are being taken care of, while also teaching you good financial habits and providing money knowledge and security as your skill and confidence grows.
Registration number: CC22992.
Number: 9429042781868.
3A Gibbons Road, Ground Floor,
Mary Thomas Centre, Takapuna
Auckland 0622, New Zealand
Contact our mentors:
Located: Next door to Takapuna Library
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