How our Money Mentors are Here to Help
At Queensland Country Bank, our Money Mentors are here to support you every step of the way. Whether you’re saving for your first home, paying off debt or simply wanting to feel more confident with your money, a Money Mentor can help you see the bigger picture and plan for what matters most to you.
We're here to help you feel more confident about how you manage your money.
Crystal, Money Mentor - Queensland Country Bank
Why it Matters:
Money can sometimes feel overwhelming, but you don’t have to do it alone. Our Money Mentor service is complimentary for Members and provides personalised, practical support that is tailored to your goals. You’ll have somebody to walk beside you – without judgment – to help you to make informed choices and help you feel more in control of your financial journey.
Community Connection:
Because we’re based right here in Queensland, we understand the unique financial pressures our Members face - from rising cost-of-living to balancing a laidback lifestyle. Our guidance is grounded in the realities of our communities, and we’re committed to helping you feel supported and confident.
How a Money Mentor can Help:
Our Money Mentors work to build long-term relationships, helping Members imagine more for their financial wellbeing. Take a look at what Money Mentors can offer:
- Guidance for first home buyers
- Loan Preparation
- Grant Guidance
- Government Home Funding Program Information
- Reduce Your Debts
- Streamline Your Bill Management
- Create A Budget Plan
- Financial Checkup
- Effective Account Structuring Guidance
How it Works and What You Need:
Making an appointment is simple and complementary for our Members. Simply call, drop into your local branch or make an appointment online. In your initial appointment you’ll explore your current finances and identify opportunities – from budgeting and debt reductions to planning for future savings.
In preparation for your Money Mentor appointment, we request that you come prepared with or have the following information at hand:
- Current income amounts
- Current bank statements from other financial institutions including transactional, savings, loans/debts and credit cards if applicable
- Insurance policies if you would like a review of cover
- Your estimated general living expenses
FAQs:
Q: How long does a session go for?
A: Sessions typically run for an hour and a half depending on your needs.
Q: Can I have more than one session?
A: Yes, you can book a follow up session to check in on your progress and adjust your plan as needed.
Q: Will my information stay private?
A: Yes, your information is treated with strict confidentiality in line with Queensland Country Bank's Privacy Policy.
Q: Can a Money Mentor tell me which loan or product to choose?
A: No, Money Mentors do not provide product recommendations or financial advice. They focus on helping you understand your current situation and explore strategies you might not have considered.
Q: Can couples and families attend a session together?
A: Yes, many Members choose to attend with a partner or family member so you can plan and discuss your finances together.
Q: Will I need to share all my personal details?
A: You only need to share what you’re comfortable with but the more complete the picture, the more helpful the guidance can be. All information is kept confidential.
Q: How often should I see a Money Mentor?
A: That's up to you. Some Members just need a one-off session for reassurance, while others check in regularly as their goals change.
Ready to make the first step? Book your Money Mentor session today and start building the financial future you want.
* This service and guidance provided by Money Mentors is for educational and informational purposes only and is general in nature and does not constitute to personal advice. Before acting on the above you should seek your own advice.