Resources

The resources in this area can be used independently or in groups to build financial capability knowledge and skills.
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Maths

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.

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Maths

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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. 

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Maths

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.

English

Banks want your business

View marketing materials used by at least four banks. Choose both online materials and brochures or leaflets. Identify the target audience of the materials, for example, people in specific age, gender, ethnic, or working groups. Identify groups that are not represented in the materials.

English

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Banks want your business

Rank a set of four bank marketing materials in terms of their:

  • use of colour
  • composition
  • language
  • tone
  • mood.

Identify which bank materials would appeal most to teenagers and explain why.

English

Banks want your business

Evaluate your findings from your study of bank marketing materials. Recommend ways that banks could make their marketing materials more appealing for young people.

Make a generalisation about the types of messages that banks give young people.

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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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