Moneywise Manawatū — Social Services Charity in Palmerston North
Moneywise Manawatū is a Charitable Trust charity in the Social Services sector, based in Palmerston North, Palmerston North. Annual revenue: $0.5M NZD. Financial data as at June 2025.
Mission: 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.
- Registration Number
- CC24489
- Charity Type
- Charitable Trust
- Registration Date
- 2008-05-18
- Status
- Active
- Sector
- Social Services
- Location
- Palmerston North, Palmerston North
- info@moneywisemanawatu.org.nz
- Data as at
- June 2025
Beneficiaries: Family / whanau, General public
Financial Summary
- Total Revenue
- $0.5M NZD
- Total Expenses
- $0.4M NZD
- Total Assets
- $0.5M NZD
- Net Assets
- $0.4M NZD
- Reserve Months
- 0.0 months of operating expenses
- Staff Count
- 8
- Volunteers
- 0
- Financial Year End
- 2025-06-30
Financial History
| Year | Revenue | Expenses | Net Assets |
|---|---|---|---|
| 2025 | $0.5M | $0.4M | $0.4M |
| 2024 | $0.3M | $0.3M | $0.3M |
| 2023 | $0.3M | $0.3M | $0.2M |
| 2022 | $0.3M | $0.3M | - |
| 2021 | $0.3M | $0.2M | $0.2M |
| 2020 | $0.2M | $0.2M | $0.1M |
| 2019 | $0.2M | $0.2M | $0.1M |
| 2018 | $0.2M | $0.2M | $0.1M |
| 2017 | $0.2M | $0.2M | $0.1M |
| 2016 | $0.2M | $0.2M | $0.1M |
Board Members and Officers
Current Officers (5)
| Name | Role | Appointed |
|---|---|---|
| Alison Walker | Trustee | 2025-06-19 |
| Will Warren | Trustee | 2024-11-21 |
| Rebecca Connor | Treasurer and Trustee | 2021-03-01 |
| Kirsten Harper | Trustee | 2020-09-03 |
| Hayden Fitzgerald | Chair | 2013-04-15 |
Former Officers (45)
- Aleisha Rutherford — Deputy Chair & Trustee (departed 2024-11-21)
- Courtney Tuiloma Sowman-Manu — Chair and Trustee (departed 2024-11-21)
- Vanessa Jones — Secretary (departed 2022-10-20)
- Miriam Peel — Manager (departed 2023-09-20)
- Paige Bedford-Tapine — Treasurer (departed 2020-09-03)
- Deborah Bellamy — Treasurer (departed 2020-06-18)
- Soyeong Eom — Committee Member (departed 2020-09-03)
- Venessa Pokaia — Committee Member (departed 2018-09-27)
- Meriam Findlay — Committee Member (departed 2020-09-03)
- Phillip Payton — Committee Member (departed 2020-07-01)
- Mark Hargreaves — Committee Memeber (departed 2017-05-05)
- Ian Brooke — Treasurer (departed 2019-10-16)
- Janet Ellery — Committee Member (departed 2018-09-27)
- Dustin Fellerhoff — Secretary (departed 2019-10-16)
- Jason Pilkington — Committee Member (departed 2020-09-03)
- Robyn O'Fee — Committee Member (departed 2016-07-25)
- Ronald Paddock — Chair (departed 2017-01-26)
- Bernie Walker — Committee Member (departed 2020-12-24)
- Rachel Beaver — Committee Member (departed 2016-01-04)
- Gena Toa — Treasurer (departed 2016-09-07)
Funding Sources
- Lion Foundation — $10,000
Similar Charities in Social Services
- Kotuku Trust — Social Services
- Rauawaawa Kaumatua Charitable Trust — Social Services
- Whakaatu Whanaunga Trust — Social Services
- Te Ora Hou Ōtautahi Incorporated — Social Services
- Te Rori A Mua Trust — Social Services
Moneywise Manawatū
Financial data as at June 2025. 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 →$499.5K
$367.3K
$469.0K
8
Financial data from Charities Services annual return (FY2025). Ratings calculated using CharityData v3.1.1 methodology.
About
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.
Who We Serve
Key Statistics
Financial Trends
Financial Trends (17 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
Top Peers in Group
Peers are charities in the same sector and revenue size band. Rankings are based on the latest available data.
Is this your charity?
Claim your profile to view analytics, submit corrections, and improve your rating.
Claim This ProfileLatest Audit
FY2024Contact Details
Registration
Companies Office
Sector & Activities
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.
Similar Charities in Social Services
Other Social Services charities ranked by overall score