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Explore our wide range of resources to build financial capability knowledge and skills.

Resources

The resources in this area can be used independently or in groups to build financial capability knowledge and skills.
Curriculum Level
Theme
Learning Area
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Setting goals/whāinga paetae

Explain why it is important to have goals that cover different time frames. Give examples of a short-term, a medium-term, and a long-term goal you could set for yourself.

List and explain some factors that could affect your short-term, medium-term and long-term goals.  Consider how you manage your money, your spending habits, and life events. You may find the financial planning tool helpful.

Research the cost of Simon’s food choices through online websites,  such as the Countdown or New World apps.

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Setting goals/whāinga paetae

Show evidence of some financial goals you have set for yourself.

Evaluate the importance of setting goals and justify why it is important for individuals to set personal financial goals.

Examine how products may have different prices depending on brand choices. Choose two products and record their different brand prices. With your understanding of percentages, calculate the percentage differences in prices between brands. Suggest possible items Simon could recommend his family purchases for the picnic in Planning a family picnic

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Spending and saving

Explain what is meant by saving and some ways to save. Discuss how you save.

View the presentation on saving.
After viewing, expand your explanation to include any new information you have learnt.

Read, analyse, and discuss the infographic about saving.

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Spending and saving

Explain compound interest and give an example of how it works.

Compare the current saving options and interest rates banks offer clients.

Explain the different saving options that banks offer.

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Spending and saving

Show evidence of saving over a short period of time and justify the money made in the process.

Monitor saving and evaluate how successful you were at the end of a given time.

Evaluate the best options for money saved for a short term or medium term, and for long-term saving/investments.

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your feedback

To give us detailed feedback about the content of the resources please email us at schools@sorted.org.nz 

 

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.

English
Medium Education

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

Māori
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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