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Charity Summary

Charity Details

Tauranga Budget Advisory Service Incorporated

Registration details

June 30

Address for service

PO Box 15132
Historic Village
17th Avenue West

Charity's other details

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Purpose & Structure

Charitable Purpose

Our well-trained Team of Financial Mentors builds on the strengths and skills of our clients to enable them to develop their financial capability

Note: The main sectors, activities and beneficiaries are bolded.

Provides advice / information / advocacy

Provides services (e.g. care / counselling)

Social services

Education / training / research

Family / whanau

Children / young people, Older people, People with disabilities, General public, Migrants / refugees

Entity Structure

Governance Committee: Our constitution states that the Officers of the service President, Vice President and Treasurer, together with up to six other Committee Members of least one of whom must be a non-budgeter. Operational structure: Our operations are managed by a Team of 9 paid parttime staff. We employ a Manager, administrator, operations and marketing support. We also employ 5 PT Financial Mentors and 2 PT Money Mates. We are very reliant on a Team of 11 Volunteer Financial mnetors.

Annual Returns

Annual Returns are due within 6 months of a charity’s balance date (financial year-end), or a longer period if an extension has been granted.


This charity has been granted an exemption from filing an annual return by 31/12/2008 under Section 43 of the Charities Act 2005. The first annual return is due by 31/12/2009.

Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/12/2019 29/10/2019 $410,652 $404,610
31/12/2018 25/10/2018 $411,881 $400,642
31/12/2017 28/11/2017 $392,223 $322,045
31/12/2016 21/11/2016 $260,671 $241,044
31/12/2015 18/11/2015 $238,260 $212,753
31/12/2014 18/12/2014 $235,983 $170,308
31/12/2013 15/11/2013 $259,464 $144,766
31/12/2012 18/12/2012 $272,860 $197,274
31/12/2011 15/11/2011 $220,235 $238,634
31/12/2010 4/11/2010 $223,519 $191,539

Officer Details


Officer Name Position Effective Date
Jason Edgecombe Committee Member 24/11/2019
Reweti TeMete Committee Member 24/11/2019
Graham Beswick Committee Member and Treasurer 24/10/2019
Shirley Gail McCombe Manager 25/03/2019
Ryan Gary Henderson Secretary 26/10/2018
Bari Tamihana Committee Member 2/11/2017
Cathy Jean Brown Committee member 27/10/2016
Terese Marie James Vice President 27/10/2016
Rachel Pinn President 30/10/2015

Past Officers

Officer Name Position Past Since
Michelle Harrison Treasurer 24/10/2019
Tam McDonald Committee Member 24/10/2019
Hilary Cutfield Committee member 1/06/2019
Sheldon Nesdale Committee member 1/06/2019
Diane Bruin Manager 15/03/2019
Bruce William Cronin Committee Member 2/11/2017
Gaylene Mary Rickard Committee 2/11/2017
Josephine Gravit President 2/11/2017
Sherrill Morris Secretary 2/11/2017
Tim Neil Committee Member 2/11/2017

Charity Updates

Here is a list of all the details changed by the charity, for example adding or removing officers, amending rules, changing balance dates or updating address details.
Date Created Reference View Summary (.pdf <1MB)
5/11/2019 NOC018
30/10/2019 NOC017
20/06/2019 NOC015
22/04/2016 NOC011
20/04/2016 NOC010
19/12/2014 NOC009
19/12/2014 NOC008
15/11/2013 NOC007
24/10/2013 NOC004
18/12/2012 NOC003

Charity Documents