# Whanganui Budget Advisory Service Incorporated

**Charities Register number:** CC23846
**Status:** Registered
**Registered since:** 2008-05-04
**Sector:** Education
**ICNPO group:** Education and Research
**Region:** Whanganui
**NZBN:** 9429042838623
**IRD donee status:** yes — donations may qualify for a tax credit

## Purpose

Mission Statement - The Whanganui Budget Advisory Service Incorporated is dedicated to the development and education of budgeting skills through community programmes and free advice from a supportive, confidential and culturally aware service via financial members, governance board and other members. Objectives - ٭ Help manage their financial resources more effectively for the benefit of the family unit as whole and for family members individually. ٭ Provide long term management for finances where appropriate. ٭ Promote communication and liason between family budgeting services, local community organisations, local authorities, commercial organisations and individuals in all aspects of family budgeting advice. ٭ Recruit, select and train volunteers for budget advisory work. ٭ Engage promotional and educational activities regarding household/family budgeting, to foster public awareness of family budgeting as a means of managing a family's financial resources.

## 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 2025-06-30)

- **Total revenue:** NZ$199k
- **Total expenses:** NZ$256k
- **Surplus / deficit:** NZ$-56k
- **Total assets:** NZ$302k
- **Total liabilities:** NZ$25k
- **Net assets:** NZ$277k
- **Cash reserves:** NZ$76k
- **Donations:** NZ$985
- **Staff costs:** NZ$213k
- **Paid staff:** 6
- **Volunteers:** 0
- **Source filing (PDF):** https://register.charities.govt.nz/Document/DownloadPdf?pdfType=AnnualReturnSummary&relatedId=831ade06-4d56-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$199k | NZ$256k | NZ$-56k | NZ$277k |
| 2024-06-30 | NZ$228k | NZ$250k | NZ$-21k | NZ$333k |
| 2023-06-30 | NZ$222k | NZ$194k | not disclosed | NZ$354k |
| 2022-06-30 | NZ$359k | NZ$181k | not disclosed | NZ$327k |
| 2021-06-30 | NZ$133k | NZ$140k | not disclosed | NZ$149k |
| 2020-06-30 | NZ$101k | NZ$110k | not disclosed | NZ$156k |
| 2019-06-30 | NZ$99k | NZ$101k | not disclosed | NZ$164k |
| 2018-06-30 | NZ$100k | NZ$103k | not disclosed | NZ$167k |
| 2017-06-30 | NZ$103k | NZ$100k | not disclosed | NZ$170k |
| 2016-06-30 | NZ$110k | NZ$101k | not disclosed | NZ$167k |

## Governance

- **Officers on the register:** 7 current (51 including former)
- **Chair recorded:** yes
- **Most recent audit opinion:** unknown

Individual officers and trustees are not listed here. Their names are on the public Charities Register (https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC23846) and on the charity's profile page.

## Data freshness

- Register details: as of 2026-09-25
- Financials: last updated 2026-09-25
- Rating: computed 2026-09-26
- This document generated: 2026-10-01

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/whanganui-budget-advisory-service-incorporated
- Structured facts (JSON): https://charitydata.co.nz/api/v1/charities/whanganui-budget-advisory-service-incorporated/facts.json
- Short summary: https://charitydata.co.nz/api/v1/charities/whanganui-budget-advisory-service-incorporated/summary.md
- Rating methodology: https://charitydata.co.nz/charity-insights/methodology
- Official register entry: https://register.charities.govt.nz/CharitiesRegister/ViewCharity?accountId=CC23846

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Published by [CharityData NZ](https://charitydata.co.nz). Canonical: https://charitydata.co.nz/charities/whanganui-budget-advisory-service-incorporated. 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 2026-10-01T07:12:32.923Z.