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

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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.
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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.

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Investing - learning when and what to invest

Define financial sustainability.

Describe your values, attitudes, behaviours, and skills related to saving, spending and investment/whakangao.

Read this blog post and use it as a discussion starter to explore different types of investments/whakangao.

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Investing - learning when and what to invest

Analyse the strengths and weaknesses of your investor personality. Explain why you have classified them this way.

Compare the interest rates offered for different saving options, for example, term deposits, shares, and KiwiSaver.

Calculate the potential return (money earned from investment/whakangao), or at least two types of investments/whakangao, for example, savings accounts, term deposits, bonds or shares. 

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Investing - learning when and what to invest

Show evidence of investing over a short period of time and any money you made in the process.

Complete the Managing debt: Is credit the way to go? activity.

Evaluate the best options short- and long-term options for saving and investing.

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.

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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