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Questions for interview with a grandparent or retiree

This resource provides questions you can use when interviewing a grandparent, whānau member, or another retiree.

General sustainability questions

  • What is your first memory of money/moni?
  • Who taught you about money/moni and how did they influence your money/moni choices?
  • What was the first thing you remember buying with money/moni you earned yourself?
  • How did you earn money/moni before you retired?
  • When did you first start preparing for retirement? What did you do?
  • What did you do to save money/moni while you were working?
  • What types of insurance did you have at different stages of your life? Can you share a story about insurance, either positive or negative?
  • Do you have insurance now? Why or why not?
  • Did you make any investments to prepare for retirement? Can you share a story about investing, either positive or negative?
  • Did you make regular contributions to a superannuation scheme while you were working? Why or why not?
  • If you could go back in time, how would you have prepared differently for retirement?
  • What advice can you give me about preparing for retirement?

Social sciences

Maths and statistics

Health and PE

Learning area questions

  • Can you tell me about your family home or where you raised your family?
  • How many homes have you lived in? What were some of the reasons that you moved?
  • Have you ever owned a home? If not, what was it like to not own your home? If so, how did you save up for it?
  • How old were you when you purchased your first home? Where was it and how much did it cost? Do you have a photograph of it that I can see?
  • Do you think it’s harder to buy a home now than it was when you were young?
  • What advice can you give me about home ownership?

Learning area questions

  • Have you ever had to move to a smaller home? If so, what was it like?
  • Which areas or rooms in your home are really important to you? Where do you spend the most time?
  • What features of your home do you really love? What features would you like to change?
  • What furniture or belongings are really important to you?
  • If you were designing a new home for yourself, what would be your priorities?

Learning area questions

  • What do you enjoy about being retired?
  • What are some of the challenges of being retired?
  • What is really important to you as a retired person? Has this changed over time?
  • What types of services support you as a retired person? How useful do you find these services?
  • Do you spend a lot of time with friends and/or family/whānau? If so, what sorts of things do you do together?
  • How have the ways you manage your money/moni changed since you retired? What are the results of these changes?
  • How has being retired changed your outlook on life?

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Equipping young people for their financial future, embedding good money habits early on.

Hāpaitia te ara tika, pūmau ai te rangatiratanga mo ngā uri whakatipu.

Medium Education

Written in English with resources aligned to the New Zealand Curriculum.

Medium Education

Written in te reo Māori with resources aligned to Te Marautanga o Te Aho Matua and Te Marautanga o Aotearoa.

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