Jubilee Budget Advisory Service Ltd — Social Services Charity in Invercargill
Jubilee Budget Advisory Service Ltd is a Incorporated Society charity in the Social Services sector, based in Invercargill, Invercargill. Annual revenue: $0.6M NZD. Financial data as at March 2026.
Mission: 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.
- Registration Number
- CC27333
- Charity Type
- Incorporated Society
- Registration Date
- 2008-06-30
- Status
- Active
- Sector
- Social Services
- Location
- Invercargill, Invercargill
- jubilee@jubileebudget.co.nz
- Data as at
- March 2026
Beneficiaries: Children / young people, Family / whanau, General public, Migrants / refugees, Older people, People of a certain ethnic / racial origin, People with disabilities, Other - All
Financial Summary
- Total Revenue
- $0.6M NZD
- Total Expenses
- $0.5M NZD
- Total Assets
- $0.4M NZD
- Net Assets
- $0.3M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 7
- Financial Year End
- 2026-03-31
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2026 | $0.6M | $0.5M | $0.3M |
| 2025 | $0.6M | $0.7M | $0.3M |
| 2024 | $0.9M | $0.9M | $0.4M |
| 2023 | $0.7M | $0.7M | $0.4M |
| 2022 | $0.6M | $0.6M | $0.4M |
| 2021 | $0.5M | $0.5M | $0.4M |
| 2020 | $0.4M | $0.4M | $0.3M |
| 2019 | $0.4M | $0.3M | $0.4M |
| 2018 | $0.4M | $0.3M | $0.3M |
| 2017 | $0.3M | $0.2M | $0.2M |
Board Members and Officers
Current Officers (3)
| Name | Role | Appointed |
|---|---|---|
| Greg Masters | Drirector | 2025-09-16 |
| Stephen Falconer | Director / Treasurer | 2021-03-02 |
| Christine Dallas | Chair | 1999-12-18 |
Former Officers (5)
- Susan Swinbourne — Director (departed 2023-10-31)
- Susan Marshall — Director / Treasurer (departed 2018-09-25)
- Simon Tierney — Director (departed 2018-04-10)
- Sharon Soper — Director (departed 2009-07-06)
- Peter Laurie — Director (departed 2025-09-16)
Funding Sources
- ILT Foundation — $40,000
- Aotearoa Gaming Foundation — $30,000
- Aotearoa Gaming Foundation — $20,000
- Aotearoa Gaming Foundation — $20,000
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Jubilee Budget Advisory Service Ltd
Financial data as at March 2026. Sourced from Charities Services register.
XRB Tier 3 lets smaller charities (total expenses of $5M or less; $2M for periods ending before 28 March 2024) file a simple-format performance report instead of full PBE standards. The return reports totals but not the program/administration split or the line-item detail our template needs. No red flags were detected in what was filed, and revenue is below our $2M rating threshold. (Whether the accounts must be audited is a separate Charities Act test: audit from $1.1M of operating expenditure, review from $550K.) A letter grade is withheld rather than assigning one that would be driven by the template-fit, not the charity's operations. The charity's filed figures are shown above, and any structural concerns a donor would want to look at are surfaced separately. (v3.3 — set at the pre-2024 Tier 3 ceiling; matches Charity Navigator and CharityWatch US practice.)
How ratings work →$586.6K
$547.8K
$423.4K
7
Financial data from Charities Services annual return (FY2026). Ratings calculated using CharityData v3.1.1 methodology.
About
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.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (18 Years)
Revenue Breakdown
Expense Breakdown
API DataBased on annual return data. Detailed program/admin breakdown not available.
Financial Health Dashboard
Based on latest annual return data. Metrics are calculated from reported financial data and may not reflect the full picture. View methodology
Revenue Diversification
HHI (Herfindahl–Hirschman Index) measures concentration across 6 income categories. Lower HHI = more diversified. Score above 60 indicates healthy diversification.
Peer Comparison
Ranked against 169 peers · Social Services · $100K – $1M
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Rating History
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Data sourced from Charities Services register and publicly available annual returns. Our datasets may not be complete. Automated analysis can produce errors. Scores are calculated using disclosed methodology and are analytical tools, not investment ratings or recommendations. If you believe any data on this page is incorrect, please contact us at hello@charitydata.co.nz. For informational purposes only. Not investment advice.
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