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The Financial Plan of Action
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The Financial Plan of Action is a resource for clients, their families and whānau to document their goals, supported by a financial mentor.
It is a simple, printed/online document that is easy to update and keep front of mind. The Financial Plan of Action helps people to:
- shape their goals and understand what they need to achieve the change they want
- identify their strengths and build on what has worked for them in the past
- view challenges as opportunities, not obstacles.
Who is it for?
The Financial Plan of Action is for BFC provider's clients and their families and whānau.
It is designed to be accessible and relevant for the diverse range of people in hardship that use BFC services. This includes Māori, Pacific, people with English as a second language or low-literacy, and people with disabilities.
Get the Financial Plan of Action and guide
The Financial Plan of Action is available in two formats. You can print these off yourself in A3 or A4 sizes.
There is also a detailed guide to support financial mentors with their work with their clients on the Financial Plan of Action.
Other guidance and resources for providers
We also have other guidelines and resources for providers to use:
- The BFC guidance and resources page for providers has more useful resources and links.