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Charity Summary

This is the charity information for: Hawera Budget Advisory Service Incorporated.

Charity Details


Hawera Budget Advisory Service Incorporated
CC35333
9429043008070
Registered

Registration details

30/06/2008
May 31

Address for service

46 Union Street
Hawera
4610

Charity's other details

(06)2788448
https://www.facebook.com/hawerabudget/


Organisation with a focus on the following communities:

N/A

Purpose & Structure


Charitable Purpose

Hawera Budget Advisory Service's objectives over the next three to five years is to continue to provide one to one Financial Mentoring and increase the presence in the community through Community Education. Hawera Budget Advisory Service is dedicated to assisting individuals and their families in achieving satisfaction and security in managing their household financial affairs. By focusing on the development of sound money management skills, we provide essential support in areas such as goals setting, budgeting, meal planning, bill paying and strategies for reducing debt levels.The organisation aims to empower its clients to live within their means, fostering financial literacy and resilience.

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

Provides advice / information / advocacy

Provides services (e.g. care / counselling), Provides human resources (e.g. staff / volunteers)

Social services

Education / training / research, Promotion of volunteering

Family / whanau

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

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 31 December 2008 under Section 43 of the Charities Act 2005. The first annual return is due by 31 December 2009.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
31/05/2026 30/11/2026 31/08/2026 $175,947 $209,387 load annual return's financial documents spinner gif
Included in Annual Return
31/05/2025 30/11/2025 16/10/2025 $195,145 $203,897 load annual return's financial documents spinner gif
Included in Annual Return
31/05/2024 30/11/2024 17/09/2024 $174,042 $174,220 load annual return's financial documents spinner gif
Included in Annual Return
31/05/2023 30/11/2023 27/10/2023 $137,148 $163,116 load annual return's financial documents spinner gif
Included in Annual Return
31/05/2022 30/11/2022 17/10/2022 $161,858 $137,388 load annual return's financial documents spinner gif
Included in Annual Return
31/05/2021 30/11/2021 12/01/2022 $153,118 $121,724 load annual return's financial documents spinner gif
Included in Annual Return
31/05/2020 30/11/2020 12/01/2022 $111,052 $109,967 load annual return's financial documents spinner gif
Included in Annual Return
31/05/2019 30/11/2019 25/10/2019 $119,928 $105,831 load annual return's financial documents spinner gif
Included in Annual Return
31/05/2018 30/11/2018 5/10/2018 $109,644 $112,410 load annual return's financial documents spinner gif
Included in Annual Return
31/05/2017 30/11/2017 22/11/2017 $93,125 $110,989 load annual return's financial documents spinner gif
Included in Annual Return
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Officer Details


Officers

Officer Name Position Effective Date
Julie Gaudin Board Member 19/08/2026
Raewyn Soothill Board Member 19/08/2026
Nicola Budd-Clement Board Member 11/06/2026
Dianne Roberts Board Member 23/12/2025
Janine O'Keeffe Health and Safety Officer 20/08/2025
Jocelyn Elizabeth Benefield Chairperson 20/08/2025
Christine Darth Committee member/Secretary 27/10/2023
Hipp Accounting (Susanne Hipp) Financial officer/treasurer 30/08/2022
Janelle Lee Anderson committee/Treasurer 1/08/2021
Erica Strand Training officer/Committee member/Privacy Officer 25/09/2015
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Past Officers

Officer Name Position Past Since
Kaye Rodbard Committee member 15/10/2025
Julie May Gaudin Secretary 20/08/2025
Bernice Mitchell Chairperson 17/08/2023
Marie Pauline O'Brien Committee member 30/08/2022
Sharon Salmon committee member 1/08/2021
Sharon Louise Walker Treasurer 1/08/2021
Sharon Albrechtsen committee member 16/09/2020
Julia Hopkins comittee member 1/09/2019
Marcia Reid Financial Mentor Committee Member 9/08/2018
Suzanne McNair committee member 2/09/2015
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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)
29/08/2026 NOC020
24/08/2026 NOC019
18/10/2022 NOC014
17/10/2022 NOC012
23/11/2018 NOC008
16/11/2012 AR005
12/01/2010 AR002

Charity Documents


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Date Uploaded Document Type Reference Name

No supporting documents.