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Before you make an appointment with one of our financial mentors, we ask that you please provide us with the following documents:​ 

 

Bank Statements

We will need to see 3 months of statements for any active bank accounts that you have

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Income Statements

Wage slips, or benefit breakdown 

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Details of all of your outgoing expenditure 

This includes rent/mortgage, all bills, school/education costs, car costs, dental and medical costs and family clothing costs.

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Details of any debts 

This includes all outstanding or overdue bills and any other debts owing including credit cards.

If there are debts to cope with, there needs to be a surplus of income over expenditure each week to go toward debt repayment so that you can still provide for your family at the same time.

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Once you have prepared all of the documents mentioned above, please either email them through to us or drop them in to our office during our opening hours.

 

We will then prepare your file and schedule your first appointment with one of our Financial Mentors.

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Please note: A verified Budget Worksheet/Debt Schedule are not complete, finalised or issued at the first appointment. This generally takes 2-3 appointments.

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OTHER SERVICES

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As well as face to face appointments during our standard opening hours at our

Wood Street offices, PBS also provides the following services:

 

OUT OF HOURS APPOINTMENTS

This service is available, by request and subject to availability, for our clients who work during our standard office hours.

These appointments take place at our office.

 

Home appointments are available for clients who are unable to make it to our premises due to disability.

 

SATURDAY MORNING APPOINTMENTS

Available specifically by request and subject to availability from 9am to 1pm at our Wood Street offices.

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We also offer

 

* Assistance with KiwiSaver Hardship 

* Development of a balancing budget

* Creditor negotiation

* Banking advice

* Legal and Consumer rights options

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