Client testimonials

"Members of my team have told me their Clever Me coach is very easy to get along with and made them feel comfortable talking about an awkward subject."

– Ben Homan, Bunnings, Nelson

How it works

Clever Me. It’s about you.

Everyone’s financial situation is different. That’s why we don’t treat everyone the same.

When you decide to work with a Clever Me Coach, you start a highly confidential, one-on-one relationship with someone you can trust – someone who really understands you and your needs, and who will help you become more successful in achieving your goals. You’ll work with the same Coach all the way through, so they’ll always have a complete understanding of your situation.

Our Coaches are here to offer all their wisdom and experience built up during years of helping people just like you. All they ask for in return is your honesty in providing the information needed to work out the best plan, and your commitment to seeing the plan through.

The role of your Money Coach is to:

  • Enter you on the right programme that works best for you and is tailored to suit your specific needs
  • Work with you to set goals and help you achieve them
  • Help you develop good systems to achieve your goals and become more confident in managing your future
  • Check on your progress and make changes to your plans and goals if necessary.

Our two programmes are:

  1. Get Ahead.
    Get Started is our kick-start to put the systems in place, so you can begin the journey towards achieving your financial goals.
  2. Get Rewards.
    Now that you have the nuts and bolts in place, it’s time to get serious with regular, one-on-one money coaching to keep you on the road to financial security and help you become smarter with your money.

Once you have a plan in place, your Clever Me Coach will check on your progress at regular intervals. Or you can feel free to contact your Coach at any time.

Making the decision to get help with your money is the first step. To find out more about Clever Me, or to make an appointment with one of our Coaches, please contact us on 0800 TO COACH (862 622) or

Clever Me is a programme delivered by Credit Union South (T/A NZCU South). NZCU South is a Registered Financial Services Provider and belongs to the Banking Ombudsman dispute resolution scheme. NZCU South is regulated under the Financial Markets Authority.

What to do next.

To help us get an understanding of your current financial situation, the first step is to complete a simple, confidential questionnaire.

You can complete the questionnaire online now by clicking here, or you can download a copy and bring it along to the first meeting with your Clever Me Coach.