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

Fetching Resources

Social Sciences

Financial identity in my community

Debate whether it is better to be a wealthy individual or to be part of a wealthy community.

Complete the future briefs activity with a group. Create a visual map of similar changes taking place in your own community. Explore ways that cultural or community values might be kept or changed. Predict the positive and negative outcomes of the changes outlined in the future brief taking place within your own community.

Create a map of important economic resources in your area. Include a static image that relates to your research. View this slide presentation for an overview of the features used in static images.

View more


Financial wellbeing

Take this short survey to measure your current financial wellbeing. You could do this as yourself, for your whānau or by adopting a character role.

Describe the differences between:

  • Understanding risk
  • Saving or investing
  • Getting a return on your investment/whakangao.
View more


Healthy, wealthy and wise

Identify factors that contribute to the wellbeing of retired people. Use the Age Concern wellbeing resource to help. Discuss the recipe of what you need to live well and describe the importance of each.

Describe the relationship between housing and wellbeing for elderly people. Read this renting in retirement article for information to get you started.

Describe how health and wealth are related.

View more


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?
View more


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


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

View more
1 2 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 


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.

Hit enter to search or ESC to close