Blended Family

Guidance and resources for BFC providers

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

BFC Service Guidelines

New BFC Services Guidelines for 2018/19 are now available for providers that the Ministry of Social Development contracts with to provide BFC services.

The guidelines include a range of enhancements to help providers report on their clients’ achievements and outcomes.

It’s important that all BFC providers are familiar with the new guidelines and replace all previous versions, as providers’ Outcome Agreements require that all BFC services are delivered in accordance with these guidelines.

BFC Results Measurement Framework

The BFC Results Measurement Framework provides a clear line of sight from results that providers achieve with their clients, to the Better Public Service targets for which MSD is responsible.

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 that providers and MSD can continuously improve BFC services to clients. This tool should be the ‘default’ feedback form for BFC providers.

A 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

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 and keep front of mind. It is supported by a Financial Plan of Action: Guide for financial mentors.

MoneyMates guide for facilitators

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.

Marketing resources

Posters and Flyers

Providers can customise these editable Word files to advertise their financial mentors and MoneyMates services in their communities.

There are two types– A4 Posters and A5 Flyers– for each type of service. 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]


MoneyMates A5 Flyer

MoneyMates A4 Poster [2018 version]

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