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

Setting goals/whāinga paetae

Define goal setting. View the presentation on goal setting. After viewing, expand your explanation to include any new information you have learnt.

Read the SORTED Goals booklet and answer these questions:

  • What details make our goals more achievable?
  • What details make managing your money more achievable?
  • When would you find it useful to have a plan to manage your money?
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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.

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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.

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english

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.

maths

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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social sciences

Sharing and reciprocity

Financial matters, community, and culture are interconnected.

Cultural practices and traditions shape people’s goals/whāinga paetae, ways of managing money /moni, expenses, and forms of income . Many cultural practices strengthen community and family ties, providing an important source of support for people facing financial or personal difficulties. Supporting members of family/whānau and the wider hapū, iwi, and other community groups is a way many people show care and gratitude.

Māori tikanga practices such as kotahitanga (unity) and whānaungatanga (kinship) help to build intergenerational wealth and emphasise collective thinking. Sharing of wealth is also evident in practices such as koha .

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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.

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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