Financial Planning

Financial planning services are available to all Ngāi Tahu living in the Ngāi Tahu rohe who have a low debt to income ratio. One of the programmes two highly qualified financial planners works with whānau to provide a framework for how to make financial dreams and aspirations a reality.

What's in it for me?

Using a financial planner to assist with budgeting can be very costly. Some financial planners will charge you thousands of dollars for their service. The Financial Independence Programme provides access to one of this country's leading financial planners at no personal cost to you.

If you are motivated to set goals and are committed to making positive change to your financial situation then this programme will provide you with the knowledge and tools to set goals and make the life changes you desire. You will also be helped to implement and follow-up on achieving the goals you set in your plan.