Charities Services

Use this to find information about a particular charity.

Charity Summary

Charity Details

Legal name of the Charity:

Family Finances Service Trust – Upper Hutt

Other Name (inc Trading Name):

Family Finances Service Trust

Registration number:

CC53617

NZBN number:

9429043304196

Current Status:

Registered

Registration details

Date of Registration:

28/06/2016

Balance Date:

June 30

Address for service

Charity's Postal Address:

PO Box 40-475

Upper Hutt

5140

Charity's Street Address:

Bradley Lane (Wilson Street end)

Upper Hutt

5018

Charity's other details

Phone:

04 5286998

Fax:

04 5281437

Email:

manager@familyfinances.nz

Website:

https://www.familyfinances.nz

Facebook:

@FamilyFinancesUH

Areas of Operation:

Wellington - Wairarapa

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC53617

Purpose & Structure

Charitable Purpose

To provide a free, confidential, non-judgemental, professional budget advisory service to families and individuals in Upper Hutt City and environs, with the Board having the power to vary the geographical limits of the Service from time to time.

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

Activities:

Provides advice / information / advocacy

Sectors:

Education / training / research

Beneficiaries:

Family / whanau

Legal Structure

Charitable Trusts incorporated under the Charitable Trusts Act

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.

For Year Ended	Due Date	Date Submitted	Total Income	Total Expenditure	Financial Statements
30/06/2025	31/12/2025	17/12/2025	$133,971	$137,082	Included in Annual Return
30/06/2024	31/12/2024	13/11/2024	$159,106	$135,217	Included in Annual Return
30/06/2023	31/12/2023	20/11/2023	$170,204	$117,045	Included in Annual Return
30/06/2022	31/01/2023	25/01/2023	$175,688	$141,341	Included in Annual Return
30/06/2021	31/12/2021	6/12/2021	$160,484	$120,692	Included in Annual Return
30/06/2020	31/12/2020	6/11/2020	$98,924	$116,694	Included in Annual Return
30/06/2019	31/12/2019	25/11/2019	$94,974	$121,085	Included in Annual Return
30/06/2018	31/12/2018	20/11/2018	$89,114	$120,797	Included in Annual Return
30/06/2017	31/12/2017	21/12/2017	$84,651	$95,838	Included in Annual Return

Officer Details

Officers

Officer Name	Position	Effective Date
Ian Leslie James	Trustee	29/10/2024
Jane Mary Braun	Trustee, Chair	25/08/2022
Heather Dianne Lange	Manager, Board Secretary	8/09/2021
Keith John Coppins	Trustee, Finance Committee Chair	13/09/2019

Past Officers

Officer Name	Position	Past Since
Michael William Alexander Teague	Trustee, Chair	18/02/2025
Gary Frederick Yates	Trustee	15/08/2023
Robyn Elizabeth Evans	Trustee, Chair	29/11/2022
Susan Joan Leader	Manager; Board Secretary	29/10/2021
Carlo Venzon Lim	Co-Trustee, Trust Board Member	13/10/2020
Paul Harford	Trustee, Chair Finance Ctte, Trust Board member	6/07/2020
Beverley Lynne Wyman	Trustee, Trust Board member	12/03/2020
Penelope Mary Muir	Trustee, Trust Board member	26/09/2017

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)
14/05/2025	NOC018
20/11/2023	NOC015
18/08/2022	NOC013
29/11/2021	NOC011
19/05/2021	NOC010
13/09/2019	NOC007
15/02/2019	NOC006
24/08/2017	NOC003
27/01/2017	NOC002
27/01/2017	NOC001

Charity Documents

Date Uploaded	Document Type	Reference Name