Resources

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

Healthy, wealthy and wise

Select one of the character role cards. Using the information provided, predict the person’s level of financial wellbeing in retirement/whakatā, and justify your reasons. Select a way of presenting your thinking.

Complete the KiwiSaver pick-a-path and create a plan for your chosen character for the next 20 years that will have a positive impact to on their future wellbeing.

Debate whether children have a financial obligation to support their parents once their parents retire.

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Social Sciences

Housing for the elderly

Define superannuation and find out how much people on NZ Super get each fortnight.

Complete the Surviving on NZ Super activity. Discuss whether NZ Super provides enough income to cover people’s living costs.

Describe different living options available to elderly people in New Zealand.

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Social Sciences

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Housing for the elderly

Interview a grandparent or retired person about their housing requirements. Thisinterview resource provides examples of questions you can use. Contact your grandparent/retiree and arrange a time for an interview or online chat.

This interview resource provides examples of questions you can use. Record the interview and share your findings with your class. Look at the advice that this person has shared with you and your generation. Explain why you think these were important ideas that they shared with you.

Read this article about elderly people choosing to flat. Compare two housing options for elderly people.

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Social Sciences

Housing for the elderly

In a group, view the findings of The Retirement Villages Survey 2006.

Using this information and the information collected from your interviews, generate five options  to support elderly people in your community to live independently. Justify each option and then present them to the class.

Evaluate how much local communities should be responsible for meeting the needs of elderly people.

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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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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.

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