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

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Managing your money

Create a plan to manage money for an event such a family gathering.

Evaluate this plan.

Create a budget for your identified short-, medium-, and/or long-term goals.  Describe how you are going to budget from your income and/or savings.  Make sure you show your calculations and communicate the logic behind your problem solving. 

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Social Sciences

New Zealand - financial identity

Summarise the government’s spending priorities. If you were Prime Minister, what would your priorities be for the youth of New Zealand? Justify your choices and support them with evidence.

Evaluate how financial decisions made by parliament impact on the choices we have as citizens.

Evaluate how financial decisions made by parliament impact on the choices made by groups, organisations or businesses.

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Planning for retirement/whakatā: setting a goal

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.


Relationships to money

Explore ideas about identity

  • What do your spending habits reveal about your identity?
  • Is spending a way to achieve happiness?
  • Brainstorm your ideas and share with your classmates.


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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Setting goals/whāinga paetae

Create an ad on goal setting/whāinga paetae that will appear on public transport or on a public transport route. Use Thinklinker 10 to help you.

Create an infographic explaining a process people can use before making a purchase.

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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.

Medium Education

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

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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