Family Finance


On your first visit bring the following to reception to begin the appointment process

  • IRD number
  • Community Services Card number
  • Bank Statements for the last month
  • Pay slips
  • WINZ breakdown of benefit

And on your first appointment bring with you

  • Mortgage or rent payments
  • Power account
  • Telephone account
  • Water rates
  • Any insurances
  • WOF registration due
  • Records of any other outstanding debts, for example
  • debts
  • loans
  • unpaid accounts

To give us a head start, please fill in the worksheets below and send them back to us at:

Budget Worksheet

Budget Worksheet

Debt Schedule

Cash Flow Worksheet