Empower Your Financial Future with Expert Guidance

“Take control of your money with friendly, practical support from a financial mentor – we’re here to help you work towards your financial goals, one step at a time”

We're moving!
Hamilton Budgeting Advisory Trust will be temporarily closed to clients from Monday 7 July 2025 as we prepare to relocate to our new premises at Level 8, 218 Anglesea Street.
During this time, our team will be busy packing and organising the move. We will continue to operate satellite services on Tuesday and Friday at the Hamilton Citizens Advice Bureau and Western Community Centre as usual, and staff will still be available to assist with queries by phone or email from 14 July 2025.
We appreciate your patience during this short transition and look forward to welcoming you to our new office soon!
Social Housing Budgets

Hamilton Budgeting Advisory Trust will no longer be preparing budgets for Work and Income social housing applications.

Clients applying for social housing now need to complete and submit their own budgets using the worksheet provided by Work and Income. You can access the form using the link below:

https://www.workandincome.govt.nz/eligibility/living-expenses/budget-worksheet.html

Transform Your Financial Journey with Our Mentoring

At Hamilton Budgeting, our Financial Mentoring service is here to support individuals and whānau through the ups and downs of managing money. We walk alongside you to build financial knowledge, confidence, and skills – whether you’re working on a budget, tackling debt, or planning for the future. Our mentors take the time to understand your situation and help create realistic, personalised plans that work for you. It’s all about practical support and empowering you to make informed decisions and take control of your financial wellbeing.

Through our personalised mentoring approach, we connect clients with the tools, guidance, and support they need to make informed financial choices. Our aim is to build long-term financial confidence and independence, walking alongside you as you work towards your goals. At Hamilton Budgeting, your financial wellbeing is at the heart of what we do – offering a safe, supportive space where you’re never alone on the journey.

Comprehensive Financial Mentoring Services

Personalised Budget Planning

Our Financial Mentors will work with you to develop a personalised budget that fits your lifestyle and goals – designed to help you manage your money in a way that works for you and supports long-term financial wellbeing.

Debt Management Strategies

Learn practical strategies to manage debt and navigate financial hardship, helping you regain control and move towards a more secure financial future.

MoneyMates Workshops

Our MoneyMates workshops offer a friendly, supportive space to talk about money and share ideas with others. Guided by a financial mentor, each session covers practical topics like budgeting, managing debt, saving, and dealing with financial stress. It’s a chance to build confidence, learn new skills, and hear what’s worked for others – all in a relaxed, non-judgemental environment. Whether you’re looking to improve your money habits or just want to connect with others on the same journey, MoneyMates is for you.

Smart Steps: Financial Coaching Workshops

Our Smart Steps sessions offer practical, personalised financial coaching – available one-to-one or in small groups. Learn how to budget, manage debt, set goals, and build confidence with money in a supportive environment.

A small fee applies. Get in touch to find out more or book your place.

John Doe

Jane Smith

Emily Johnson

Michael Brown

Meet Our Financial Mentors

Our team of dedicated professionals is here to guide you through every step of your financial journey.

Angela Reid
Angela Reid

Financial Mentor

Susanne Henderson
Susanne Henderson

Financial Mentor & MoneyMates Facilitator

Barry Wilcox
Barry Wilcox

Financial Mentor

Sharon Tattley
Sharon Tattley

Financial Mentor

Your Questions About Financial Mentoring Answered

We address common inquiries to help you understand how our services can benefit you.

What is the Financial Mentoring service?

Our Financial Mentoring service supports you to build your financial capability with personalised guidance, practical tools, and trusted advice – helping you develop the skills and confidence to manage your money and reach your financial goals.

How can I benefit from Financial Mentoring?

Financial Mentoring can help you understand your money situation, create a budget that works for you, manage debt, and receive ongoing support to stay on track and reach your financial goals.

Who can use the Financial Mentoring service?

Our service is here for anyone wanting support with their money – whether you’re just starting out, facing financial challenges, or looking to improve how you manage your finances.

Unlock Your Financial Potential

Find out how personalised support can help you take control of your finances. Get in touch today to book a session!