Moneywise Manawatū — Health Charity in Palmerston North
Moneywise Manawatū is a Trust charity in the Health sector, based in Palmerston North, Palmerston North. This organisation also provides funding to other charities. 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
- Trust
- Registration Date
- 2008-05-18
- Status
- Active
- Sector
- Health
- Location
- Palmerston North, Palmerston North
- info@moneywisemanawatu.org.nz
- Funder Status
- Grant-making charity (other)
- Data as at
- June 2025
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 (4)
| Name | Role | Appointed |
|---|---|---|
| Will Warren | Trustee | 2024-11-21 |
| Rebecca Connor | Treasurer and Trustee | 2021-03-01 |
| Kirsten Harper | Trustee | 2020-09-03 |
| Hayden Fitzgerald | Chairperson and Trustee | 2013-04-15 |
Former Officers (46)
- Alison Walker — Trustee (departed 2025-06-19)
- 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)
Funding Sources
- Pub Charity Limited — $12,183.88
Similar Charities in Health
- Vision Community Trust — Health
- Cancer Society of New Zealand, Otago and Southland Division Incorporated — Health
- THE NORTH SHORE GOLF CLUB INCORPORATED — Health
- Bowel Cancer New Zealand — Health
- Breast Cancer Cure — Health
Moneywise Manawatū
Financial data as at June 2025. Sourced from Charities Services register.
Our scorecard uses a different template for different kinds of charity — an operating charity is measured differently from an endowment or a grant-making trust. This charity's type has not yet been classified, so a letter grade is withheld rather than assigned using a template chosen by default. That says nothing about the charity itself. Its filed figures are shown above, and it will be graded once its type is classified.
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.
Funder Profile
GrantmakerThis organisation makes grants or donations to other charities and organisations.
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.
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 141 peers · Health · $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.
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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. Last updated: 13 September 2026.
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