Resources

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

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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.

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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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Maths

Planning for retirement/whakatā: setting a goal

List common sources of income in retirement/whakatā.

List the financial needs of someone your age and a retiree.

Describe the different types of funds provided through KiwiSaver.

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Maths

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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.

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Maths

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.

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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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.

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