Financial Plan of Action
The Financial Plan of Action is a resource for families and whānau to document financial 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. With the support of a financial mentor, the Financial Plan of Action helps people to:
- share their aspirations, understand what they need to achieve the change they want
- identify their strengths and 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 anyone seeking to understand what they need to achieve the change they want to build financial capability.
It is designed to be accessible and relevant for the diverse range of people in hardship. This includes Māori, Pacific, people with English as a second language or low-literacy and people with disabilities.
