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Guidance and resources for BFC providers

This page provides guidance and resources for providers of Building Financial Capability (BFC) services.

BFC Service Guidelines

The BFC Services Guidelines, effective from 1 July 2018, is for providers that the Ministry of Social Development contracts with to provide BFC services.

Important note: these BFC Service Guidelines replace all previous versions. Providers’ Outcome Agreements require that all BFC services are delivered in accordance with these guidelines.

Guidelines at a glance

For a quick overview of the BFC Service Guidelines, download 'Guidelines at a glance'. The key points of BFC delivery and relevant page references are shown on one A3 page or a double-sided A4.


BFC Client Outcomes Measurement Tool

The Client Outcomes Measurement Tool enables standardised and consistent tracking of client results in line with the BFC Results Measurement Framework, so we can continuously improve BFC services to clients. This tool should be the ‘default’ feedback form for BFC providers.

All BFC providers should use this tool so clients can provide feedback about their progress and outcomes, and their satisfaction with services.

The Provider Guide gives guidance on how to use the tool, including FAQs and suggested scripts for using the tool in every session with clients.


Financial Plan of Action resources

The Financial Plan of Action is a resource for clients, their families and whānau to document their goals, supported, where necessary, by a financial mentor.

It is a simple, paper-based document that is easy to update. It is available in two formats, you can print these off yourself or you can order supplies of the printed versions free of charge through the Te Papa Hou ordering system.

The A4 version can be printed and stapled or bound as a booklet, allowing page-by-page completion. Alternatively, the A3 version shows the plan at a glance on two large sheets.

Editable versions of the Financial Plan of Action

These versions include the ability for clients (or providers) to insert pictures / symbols as well as text into the electronic format.

Financial Plan of Action guidelines

There is also a detailed guide to support financial mentors with their work with their clients on the Financial Plan of Action.


MoneyMates resources

MoneyMates is a peer-led support programme based around the concept of sharing and learning together as a group.

Facilitators encourage clients to learn from others and gain control over their financial lives to make longer-term behaviour changes.

Providers should use the MoneyMates 2017 guide for facilitators in their delivery. The guide outlines the consistent approach expected of the service and provides 10 modules of resources.

There is no requirement to use all 10 modules, and material from other sources may be used if the group requires additional resources. Clients are the experts in their own lives, and MoneyMates groups should have the flexibility to include information requested by the clients themselves.

Download the MoneyMates guide

For faster download, the components of the guide are also available:

Editable MoneyMates posters and flyers

We have developed editable versions that providers can use to advertise MoneyMates services in their communities.

There are two types – A4 posters and A5 flyers. See below for PDF examples of how the posters and flyers could look. The wording can be easily changed to suit local providers.

MoneyMates A5 flyer

MoneyMates A4 poster [2018 version]


Marketing resources

Editable BFC posters and flyers

Providers can customise these editable posters and flyers to advertise their financial mentors and BFC services in their communities.

There are two types– A4 Posters and A5 Flyers. See below for Editing Instructions and PDF examples of how the posters and flyers could look; the wording can be easily changed to suit local providers.

BFC services (including financial mentors)

BFC A5 Flyer [2018 version]

BFC A4 Poster [2018 version]


Your feedback

We are always keen to hear your feedback about these resources – please email us

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