Use this to find information about a particular charity.

Charity Summary


Charity Details

Jubilee Budget Advisory Service Ltd
CC27333
9429037738563
Registered

Registration details

30/06/2008
March 31

Address for service

PO Box 1192
Invercargill
9840
23A Forth Street
Invercargill 9810
Invercargill
9810

Charity's other details

03 2140942
jubilee@jubileebudget.co.nz
http://www.jubileebudget.co.nz
https://www.facebook.com/p/Jubilee-Budget-Advisory-Service-100064852606262/


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC27333

Purpose & Structure

Charitable Purpose

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.

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

Provides advice / information / advocacy

We offer free, confidential budgeting mentoring and education to individuals and whānau across Southland. Our team helps build financial resilience through personalized plans, support, and advocacy.

Social services

Education / training / research, Health, Emergency / disaster relief, Economic development, Promotion of volunteering, Budget Advice and Education

General public

Children / young people, Older people, People with disabilities, People of a certain ethnic / racial origin, Family / whanau, Migrants / refugees, Beneficaries

Legal Structure

Incorporated Society

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.

Note: Charities that use the Tier 4 Combined Form to file their annual returns do not need to file their financial statements separately. The financial statements are included in their annual return summary.

Exemptions

This charity has been granted an exemption from filing an annual return by 30/09/2008 under Section 43 of the Charities Act 2005. The first annual return is due by 30/09/2009

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/03/2026 30/09/2026 - - - To be filed To be filed
31/03/2025 30/09/2025 19/09/2025 $629,348 $730,450 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/11/2024 29/11/2024 $857,966 $863,829 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/09/2023 3/10/2023 $736,792 $723,341 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 3/10/2022 $625,081 $633,248 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 31/10/2021 27/10/2021 $523,042 $469,201 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 22/09/2020 $360,696 $394,966 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 8/10/2019 $369,758 $347,668 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 27/09/2018 $405,283 $306,741 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 11/10/2017 $266,901 $245,943 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Greg Ian Masters Drirector 16/09/2025
Stephen John Falconer Director / Treasurer 2/03/2021
Christine Mae Dallas Director / Chairman 18/12/1999

Past Officers

Officer Name Position Past Since
Peter Ernest Laurie Director 16/09/2025
Susan Ellen Swinbourne Director 31/10/2023
Susan Christina Marshall Director / Treasurer 25/09/2018
Simon Paul Tierney Director 10/04/2018
Sharon Daphne Soper Director 6/07/2009

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)
31/10/2025 NOC021
10/04/2024 NOC017
4/06/2021 NOC012
18/11/2020 NOC011
23/04/2018 NOC007
26/10/2012 AR005
2/11/2009 AR002

Charity Documents

load dashboard supporting documents spinner gif
Date Uploaded Document Type Reference Name

No supporting documents.