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Charity Summary


Charity Details


SavY
CC35231
9429043183616
Registered

Registration details

25/11/2008
March 31

Address for service

BUSINESS STUDENT CENTRE LVL 1 UOA BUSINESS SCHOOL
12 Grafton Road
Auckland Central
Auckland
1010

Charity's other details

https://www.facebook.com/SavyNZ/
https://www.instagram.com/savynewzealand/


Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

SavY aims to promote good financial habits in all youth, regardless of their background or aspirations in life. We believe that good financial habits should be promoted alongside other similar life skills currently taught in schools. We hope to initiate a change in attitudes, where financial literacy is viewed more as a habit rather than a skill. The charitable trust is designed to enhance the financial literacy of youth in New Zealand by providing greater access to information and resources.

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

Provides advice / information / advocacy

Provides services (e.g. care / counselling)

Education / training / research

Children / young people

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 Annual Return Summary
31/03/2026 30/09/2026 - - - To be filed To be filed
31/03/2025 30/09/2025 25/09/2025 $30,047 $28,906 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2024 30/09/2024 15/07/2024 $39,153 $41,366 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2023 30/09/2023 15/09/2023 $16,237 $7,881 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2022 30/09/2022 27/01/2023 $15,123 $13,636 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2021 30/09/2021 26/09/2021 $15,101 $8,437 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2020 30/09/2020 25/09/2020 $27,900 $28,370 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2019 30/09/2019 30/09/2019 $29,804 $34,297 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2018 30/09/2018 28/09/2018 $32,826 $28,714 load annual return's financial documents spinner gif
Included in Annual Return
31/03/2017 30/09/2017 28/09/2017 $31,093 $34,293 load annual return's financial documents spinner gif
Included in Annual Return
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Officer Details


Officers

Officer Name Position Effective Date
Callum Maxwell Chief Financial Officer 26/02/2026
Matthew Mariano Chief Executive Officer 1/07/2025
Linda Pe-San Van Trustee 18/04/2024
Norman Wong Trustee 30/09/2020
Sarah Tang Trustee 19/05/2012
Dipra Ray Trustee 22/04/2008
Shiva Gopalan Trustee 22/04/2008

Past Officers

Officer Name Position Past Since
Cris Yerik Rodriguez Escandor Chief Financial Officer 30/11/2025
Adam Wong-Toi Chief Executive Officer 30/06/2025
Lynn Lai Trustee 30/09/2023
Alexander James Richard Stone Finance Director 30/11/2022
Jilnaught Wong Trustee 1/06/2018
George Minton Trustee 5/03/2018
James Ruddell Trustee 31/12/2012
Akif Malik Trustee 19/03/2012

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)
26/02/2026 NOC026
15/07/2024 NOC024
15/07/2024 NOC022
5/10/2023 NOC021
12/10/2022 NOC019
27/04/2021 NOC016
30/09/2020 NOC015
25/06/2018 NOC011
7/03/2018 NOC010
25/09/2013 AR005
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Charity Documents


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Date Uploaded Document Type Reference Name

No supporting documents.