Financial wellbeing

Take this short survey to measure your current financial wellbeing. You could do this as yourself, for your whānau or by adopting a character role.

Describe the differences between:

• Understanding risk
• Saving or investing
• Getting a return on your investment/whakangao.

Investing - learning when and what to invest

Define financial sustainability.

Describe your values, attitudes, behaviours, and skills related to saving, spending and investment/whakangao.

Read this blog post and use it as a discussion starter to explore different types of investments/whakangao.

Investing - learning when and what to invest

Analyse the strengths and weaknesses of your investor personality. Explain why you have classified them this way.

Compare the interest rates offered for different saving options, for example, term deposits, shares, and KiwiSaver.

Calculate the potential return (money earned from investment/whakangao), or at least two types of investments/whakangao, for example, savings accounts, term deposits, bonds or shares. 

Investing - learning when and what to invest

Show evidence of investing over a short period of time and any money you made in the process.

Complete the Managing debt: Is credit the way to go? activity.

Evaluate the best options short- and long-term options for saving and investing.