Quality Assurance
Quality assurance ensures that financial mentoring services are consistent, effective, and meet professional and ethical standards. It is about maintaining high-quality support that achieves positive outcomes for clients.
Here are some helpful tips that guide effective quality assurance.
| Quality Assurance Area | Key Actions |
| Standards and Policies | Follow professional codes (e.g., Te Kawa Matua); comply with organisational policies, legal requirements, and best practice. |
| Monitoring and Evaluation | Review mentoring processes, client interactions, and outcomes; use feedback, audits, and supervision to identify improvements. |
| Continuous Improvement | Reflect on practice; learn from experience; update skills; implement changes to enhance service delivery and client satisfaction. |
| Client-Centred Focus | Ensure services are relevant and culturally responsive; align support with client needs; track progress and adjust approaches. |
As a financial mentor you will:
- maintain accurate and comprehensive case records
- follow evidence-based practices and established protocols
- participate in quality improvement initiatives; and
- seek feedback from clients and use it to improve practice.
Quality assurance ensures financial mentors deliver safe, effective, ethical, and continuously improving services that consistently meet client and professional expectations.