Resources

The resources in this area can be used independently or in groups to build financial capability knowledge and skills.
1
2
3
4
5
6
7

Fetching Resources

Maths

icon-link-it-think-it-grey
Managing your money

Select and apply money management tools to manage your money (ie: formalised budget).

Read Planning your financial future.

On Decide what to save for – How, when, and how much?, go to “Your turn to explore setting goals and making a budget”.

View more

Social Sciences

icon-link-it-think-it-grey
New Zealand - financial identity

Explain why a country needs a budget/tahua.

Explain how a country can get into debt/nama and how this is managed in Aotearoa New Zealand.

Discuss causes and effects of a country overspending. Find a current example.

View more

Maths

icon-link-it-think-it-grey
Planning for retirement/whakatā: setting a goal

Compare and contrast different contributions to KiwiSaver using this Sorted KiwiSaver calculator.  To do this, you will need to make up a salary and choose different levels of contribution.

Based on your interview with a retired person, compare and contrast the financial needs and wants of someone your age and a retiree.

Investigate different types of providers of KiwiSaver plans through different management asset firms. Select a provider and analyse your KiwiSaver growth in the selected fund type.

View more

Maths

icon-link-it-think-it-grey
Relationships to money

Analyse the strengths and weaknesses of your money personality. What areas do you need to improve on and what areas are you managing well?

Compare and contrast the differences between needs and wants.

Read Needs and wants – Shopping decisions and discuss whether each item is a need or a want.

View more

Maths

icon-link-it-think-it-grey
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.

View more

English

icon-link-it-think-it-grey
Setting goals/whāinga paetae

Complete a spending diary using ten recent purchases. Use the diary to identify areas for goal/whāinga paetae setting or possible savings/te whakaputu. 

Select an item from an electronics catalogue to the value of $100.00. Source the item on a range of online sites and find the best price. Make sure you have calculated the price in New Zealand dollars and included any shipping costs.

Use this savings calculator tool to plan your saving/te whakaputu for a future goal/whāinga paetae. Adjust the amounts you put in to see whether you can add more to your savings/te whakaputu.

View more
1 3 4 5 6 7
We would like to hear

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.

Hit enter to search or ESC to close