Budgeting agreement form

This page sets out the responsibilities of the client, financial mentor and service.

Client agreement (for client to complete)

I agree to accept budgeting advice and will be respectful with my financial mentor

I will keep my financial mentor up to date with my contact details and tell them everything about my financial situation as part of our honest and open relationship.

If I cannot attend an appointment, I will let the service know.

Either the service or I can withdraw from this agreement at any time.

I will do my best to keep to the agreed budget, keep to agreed arrangements, and will not obtain further credit without first discussing it with my financial mentor.

I understand that the service and/or the financial mentor is not liable to me under any circumstances for their actions or any advice they give, however that liability arises (including through negligence).

I have discussed this document with my financial mentor, and I understand it.


If I have a complaint that cannot be resolved by my financial mentor or the manager of the budgeting service, I can lodge the complaint with the Complaints Officer, Moneywise Manawatu, Hancock Community House, 77 King Street, Palmerston North 4410

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Union Dental

First Floor, Hancock Community House
77 King Street
Palmerston North


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.