# Jubilee Budget Advisory Service Ltd

**Charities Register number:** CC27333
**Status:** Registered
**Registered since:** 2008-06-30
**Sector:** Health
**ICNPO group:** Health
**Region:** Invercargill
**NZBN:** 9429037738563
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

Jubilee Budget Advisory Service is a Southland-based organisation that provides free, confidential financial mentoring, education, and advocacy to individuals and whānau experiencing financial hardship. We support clients through one-on-one budget advice, crisis assistance, debt management, advocacy with creditors, and our specialised Total Money Management (TMM) service for those unable to manage their own finances. Our financial education includes MoneyMates peer learning groups and community workshops designed to build financial capability and long-term resilience. Jubilee works with people from all backgrounds—solo parents, elderly, unemployed, or those facing addiction or disability. Our experienced team walks alongside clients to reduce stress, create personalised financial plans, and restore hope. Active since 1998, we are committed to building a financially empowered and resilient Southland where no one faces money struggles alone.

## CharityData rating

- **Not rated** — Reports under the Tier 3/4 regime with limited disclosure and no detected red flags.
- **Status code:** `limited_disclosure`
- **Flags raised by the methodology:** none

Ratings are an analytical view computed from this charity's own filings to the Charities Register, using a published methodology: https://charitydata.co.nz/charity-insights/methodology. They are not advice and not a statement about any individual.

## Latest annual return (year ended 2026-03-31)

- **Total revenue:** NZ$587k
- **Total expenses:** NZ$548k
- **Surplus / deficit:** NZ$39k
- **Total assets:** NZ$423k
- **Total liabilities:** NZ$100k
- **Net assets:** NZ$324k
- **Cash reserves:** NZ$188k
- **Donations:** NZ$162k
- **Staff costs:** NZ$401k
- **Paid staff:** 7
- **Reporting tier:** Tier3
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=30646f87-922d-f111-bb51-000d3acc4199&isPublic=true

All figures are as filed by the charity with Charities Services, in New Zealand dollars.

## Filing history

| Year ended | Revenue | Expenses | Surplus/deficit | Net assets |
|---|---|---|---|---|
| 2026-03-31 | NZ$587k | NZ$548k | NZ$39k | NZ$324k |
| 2025-03-31 | NZ$629k | NZ$730k | NZ$-101k | NZ$285k |
| 2024-03-31 | NZ$858k | NZ$864k | NZ$-6k | NZ$386k |
| 2023-03-31 | NZ$737k | NZ$723k | not disclosed | NZ$392k |
| 2022-03-31 | NZ$625k | NZ$633k | not disclosed | NZ$378k |
| 2021-03-31 | NZ$523k | NZ$469k | not disclosed | NZ$387k |
| 2020-03-31 | NZ$361k | NZ$395k | not disclosed | NZ$333k |
| 2019-03-31 | NZ$370k | NZ$348k | not disclosed | NZ$367k |
| 2018-03-31 | NZ$405k | NZ$307k | not disclosed | NZ$345k |
| 2017-03-31 | NZ$267k | NZ$246k | not disclosed | NZ$246k |

## Governance

- **Officers on the register:** 3 current (8 including former)
- **Chair recorded:** yes
- **Auditor:** Audit Integrity
- **Most recent audit opinion:** unqualified

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC27333) and on the charity's profile page.

## Disclosed funders

- **ILT Foundation** (foundation) — NZ$127k, year ended 2021-12-31
- **Aotearoa Gaming Foundation** (foundation) — NZ$30k, year ended 2022-12-31
- **Aotearoa Gaming Foundation** (foundation) — NZ$20k, year ended 2021-12-31
- **Aotearoa Gaming Foundation** (foundation) — NZ$20k, year ended 2024-12-31

## Data freshness

- Register details: as of 2026-09-25
- Financials: last updated 2026-09-27
- Rating: computed 2026-09-26
- This document generated: 2026-09-30

Figures are as filed. A charity that has filed since the dates above may have newer numbers on the Charities Register.

## More data

- Charity profile: https://charitydata.co.nz/charities/jubilee-budget-advisory-service-ltd
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/jubilee-budget-advisory-service-ltd/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/jubilee-budget-advisory-service-ltd/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC27333

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/jubilee-budget-advisory-service-ltd. Primary source: Charities Services (Ngā Rātonga Kaupapa Atawhai), Department of Internal Affairs. Analytical scores are CharityData's own, computed under a published methodology, and are not advice. Generated 2026-09-30T05:19:41.401Z.