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?

Download PDF

Hit enter to search or ESC to close