Non-Profit Financial Mentors
We are a FREE and confidential not-for-profit organisation dedicated to offering people advice and support to assist those experiencing financial hardship.
How Can We Help?
Our professional team of Financial Mentors offer a completely confidential and non-judgmental service to help individuals take control of their finances build their financial capability and to successfully manage their own money.
Financial Mentoring
Our qualified Financial mentors provide more than budgeting. They provide a one-on-one service focusing on empowering people to get control of their money. They work alongside a person, their family and whānau, building trust and taking into account the complexity of their needs.
Community Education
MoneyMates support groups are based around the concept of sharing and learning together as a group.This type of approach has proven successful in both large and small communities, as seen with programmes such as Weight Watchers.
Workshops & Seminars
We offer a range of short courses and one-off seminars, webinars or workshops on any money topic your group is interested in.Courses and workshops can be tailored to meet your group’s needs.
Upcoming Workshops
About Hamilton Budgeting Advisory
Hamilton Budgeting Advisory Trust was established in 1991 to help the people of Hamilton manage their finances and assist those experiencing financial hardship. We are a Not for Profit organisation and a registered charity.
All of our professional Financial Mentors are fully qualified. We work closely with FinCap and other community services to provide the best service for our clients and our community.
Attending Scheduled Appointments.
Our “No Show and Late Cancellation” policy
Hamilton budgeting Advisory Trust strives to make appointments that are convenient and fit our client’s schedule. To accommodate the demand for our services it is very important that all clients attend their scheduled appointments. We understand that circumstances arise that require clients to cancel or change their appointment but this needs to be done with enough notice that someone else can be offered that appointment time. For this reason, we have a “No-Show policy”.
No show client
A “No show client (also known as Failed to Engage) is defined as:
- A client who does not arrive for a Financial Mentoring within the specified appointment time or when a client cancels a Financial Mentoring meeting within 24 hours of the specified appointment time (Late Cancellation).
Where a client “No Shows” on two or more occassion’s Hamilton Budgeting Advisory Trust will reserve the right to decline any further appointments.
Our “No Show and Late Cancellation” policy
Hamilton budgeting Advisory Trust strives to make appointments that are convenient and fit our client’s schedule. To accommodate the demand for our services it is very important that all clients attend their scheduled appointments. We understand that circumstances arise that require clients to cancel or change their appointment but this needs to be done with enough notice that someone else can be offered that appointment time. For this reason, we have a “No-Show policy”.
No show client
A “No show client (also known as Failed to Engage) is defined as:
- A client who does not arrive for a Financial Mentoring within the specified appointment time or when a client cancels a Financial Mentoring meeting within 24 hours of the specified appointment time (Late Cancellation).
Where a client “No Shows” on two or more occassion’s Hamilton Budgeting Advisory Trust will reserve the right to decline any further appointments.
Zero Tolerance - Abusive or Aggressive behaviour
OUR STAFF ARE HERE TO HELP AND WILL ALWAYS TREAT YOU WITH COURTESY AND RESPECT. WE ASK ALL THOSE WORKING WITH OUR STAFF MEMBERS TO TREAT THEM WITH COURTESY AND RESPECT.
Hamilton Budgeting Advisory Trust have implemented a Zero Tolerance Policy to ensure all staff are treated with dignity and respect. This means that aggressive or violent behaviour towards our staff or any member of the public within our workplace will not be tolerated under any circumstances.
Anyone verbally abusing members of staff, either in person or over the telephone, will be advised that this behaviour will not be tolerated. Any future violation of this policy will result in withdrawal of our services. There will be no appeal process.
Hamilton Budgeting Advisory Trust is a free service to the community and we reserve the right to withdraw our services, at any time, to clients who displays abusive or agressive behaviour to our staff.
Detailed below is the Code of Conduct for clients and members of the public to adhere to:
CLIENT CODE OF CONDUCT
Staff and volunteers at Hamilton Budgeting Advisory Trust have the right to be treated with respect. Zero tolerance of occupational aggression and violence is vital in providing a safe and healthy working environment. Aggressive and violent behaviour toward any member of staff is unacceptable and will not be tolerated.
Occupational violence and aggression is any incident in which a worker is threatened, abused or assaulted in circumstances arising out of, or during the course of, their work and includes:
- Threats or other intimidating behaviours that causes a person to believe they are in danger of being physically attacked. It may involve an actual or implied threat to safety, health or wellbeing.
- Verbal, physical or psychological abuse.
- Physical attack, such as pushing, shoving, tripping, grabbing, hitting, pinching, scratching, kicking, biting, spitting or any other type of direct physical contact.
- Aggravated assault, such as attacking with a weapon (knives, guns, clubs) or any other type of weapon (thrown object, furniture etc.)
- Sexual harassment and sexual assault.
HAMILTON BUDGETING ADVISORY TRUST RESERVE THE RIGHT TO REQUEST THAT AGGRESSIVE OR ABUSIVE PERSONS LEAVE OUR OFFICE. REFUSAL TO LEAVE UPON REQUEST MAY RESULT IN THE POLICE BEING CALLED.
Complaints Policy
Hamilton Budgeting Advisory Trust (HBAT) has a policy and set of procedures relating to any complaints that are made against it or the people working for it.
If you have a complaint about any aspect of our service or any member of our team please make your complaint in writing to:
The Manager
Hamilton Budgeting Advisory Trust
87 Clarence Street
Hamilton 3204.
Written complaints will, where possible, be acknowledged by telephone immediately after they are received in the office. If they cannot be immediately resolved or if you have no telephone, formal written acknowledgment will follow within five working days. The written acknowledgement will include details of the action to be taken to address your concerns.
Testimonial
“I reached out to Hamilton Budgeting services seeking support for a facilitator to facilitate our Financial Budgeting Seminar and was connected with Tony. We were able to host a 3-day seminar covering major arears our target audience identified to struggled in most. We found the workshop to be very engaging and supportive and was set in a non-judgmental safe environment. Hamilton Budgeting Services were very accommodating & supportive which made it easy to plan/organize the seminar. Thank you for providing our community with a safe and supportive service.”
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Get In Touch
To speak to one of our Financial Mentors or book an appointment