Compare and contrast different contributions to KiwiSaver using this Sorted KiwiSaver calculator. To do this, you will need to make up a salary and choose different levels of contribution.
Based on your interview with a retired person, compare and contrast the financial needs and wants of someone your age and a retiree.
Investigate different types of providers of KiwiSaver plans through different management asset firms. Select a provider and analyse your KiwiSaver growth in the selected fund type.
Create a retirement/whakatā plan, using this Sorted KiwiSaver calculator, then use this investor kickstarter to work out which KiwiSaver fund suits you best. Justify your choice.
Based on your interview with a retired person, generalise whether the needs and wants of the person you interviewed are sustainable.
Evaluate the contributions to KiwiSaver that you analysed. Justify through mathematical statements which contribution you would choose for the different incomes.
Define financial identity. What are your values, attitudes, behaviours, and skills regarding money?
Describe your money personality. How do you react to sales and advertising? Do you have any strategies you use before you buy something? Are you an impulse buyer?
Take the Sorted Money Personality quiz.
Analyse the strengths and weaknesses of your money personality. What areas do you need to improve on and what areas are you managing well?
Compare and contrast the differences between needs and wants.
Read Needs and wants – Shopping decisions and discuss whether each item is a need or a want.
Explore ideas about identity
Define goal setting. View the presentation on goal setting. After viewing, expand your explanation to include any new information you have learnt.
Read the SORTED Goals booklet and answer these questions:
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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.
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