This form grants permission for your Financial Mentor to speak to organisations about your
finances, and sets out the responsibilities of the client, mentor and service.

• I authorise organisations to share my financial information with my Financial Mentor on request so they can provide me with appropriate financial capability and financial mentoring advice.
• I authorise my Financial Mentor to share my information with appropriate parties.
• I authorise my Financial Mentor to access on my behalf my credit information held with credit reporting agencies and the credit reporting agency to disclose my credit information to my Financial Mentor.
• I intend that this authorisation satisfies the requirements of the Privacy Act 2020.

• I understand that the service and/or the financial mentor is not liable to me under any circumstances for their actions or any advice they give, however that liability arises (including through negligence).
• In accordance with the Privacy Act 2020, I understand that this information is to be recorded and that my file may be confidentially inspected by a representative of our funders or for the purposes of our annual audit.

• We will keep all client details confidential, except as authorised in this agreement.
• We will keep the client informed of matters relating to the clients finances.
• We have verified the clients identity by looking at their drivers licence or a valid form of photo ID.

Auckland Central Budgeting Consultants Inc | 8 Rocklands Ave | Balmoral
09-6315572 | info@aucklandbudgeting.org.nz | PO Box 56452