# Moneywise Manawatū

**Charities Register number:** CC24489
**Status:** Registered
**Registered since:** 2008-05-18
**Sector:** Health
**ICNPO group:** Health
**Region:** Palmerston North
**NZBN:** 9429049567984
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

Our purpose is to provide free building financial capability services within the Manawatu region. Our Vision is: "We empower the Manawatu community to be moneywise". Our Mission is: "We are dedicated to the development of family budgeting skills through free, supportive, confidential and culturally aware services." The Objects of the Service is to provide free, confidential financial mentoring services within New Zealand. While the Service will in general be operated within the Manawatu area, it may be extended beyond this area by the Governance Committee. The Service will a) Provide budgeting information, advice and assistance to families, individuals, community groups and other bodies on request; b) Educate, inform and encourage clients of the Service in the effective management of their incomes to meet financial commitments, cope with regular living costs, and reduce debt.

## CharityData rating

- **Not rated** — The charity type has not been classified yet, so no scoring template applies and the grade is withheld.
- **Status code:** `unclassified`
- **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 2025-06-30)

- **Total revenue:** NZ$500k
- **Total expenses:** NZ$367k
- **Surplus / deficit:** NZ$132k
- **Total assets:** NZ$469k
- **Total liabilities:** NZ$84k
- **Net assets:** NZ$385k
- **Donations:** NZ$63k
- **Staff costs:** NZ$294k
- **Paid staff:** 8
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=1dd9069b-4c56-f011-bb44-0022480ffcd1&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 |
|---|---|---|---|---|
| 2025-06-30 | NZ$500k | NZ$367k | NZ$132k | NZ$385k |
| 2024-06-30 | NZ$335k | NZ$316k | NZ$19k | NZ$253k |
| 2023-06-30 | NZ$327k | NZ$297k | not disclosed | NZ$234k |
| 2022-06-30 | NZ$323k | NZ$274k | not disclosed | not disclosed |
| 2021-06-30 | NZ$300k | NZ$230k | not disclosed | NZ$154k |
| 2020-06-30 | NZ$184k | NZ$213k | not disclosed | NZ$84k |
| 2019-06-30 | NZ$199k | NZ$202k | not disclosed | NZ$114k |
| 2018-06-30 | NZ$201k | NZ$196k | not disclosed | NZ$116k |
| 2017-06-30 | NZ$191k | NZ$182k | not disclosed | NZ$111k |
| 2016-06-30 | NZ$180k | NZ$194k | not disclosed | NZ$101k |

## Governance

- **Officers on the register:** 4 current (51 including former)
- **Chair recorded:** yes
- **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=CC24489) and on the charity's profile page.

## Disclosed funders

- **Pub Charity Limited** (foundation) — NZ$12k, year ended 2021-12-31

## Data freshness

- Register details: as of 2026-09-12
- Financials: last updated 2026-05-29
- Rating: computed 2026-09-12
- This document generated: 2026-09-13

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/moneywise-manawatu
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/moneywise-manawatu/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/moneywise-manawatu/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC24489

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/moneywise-manawatu. 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 2026-09-13T06:57:22.973Z.