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Financial Wellbeing Goals

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Financial Wellbeing Goals

Piggy bank with coins and dollar notes

💰 Part 1: Understanding Saving

1. Why is saving money important? Tick all that apply:

Helps you buy things you want or need

Prepares you for emergencies

Teaches responsibility

Builds confidence

Reduces stress and worry

2. What is the best way to save money?

Save whatever money is left at the end of the week

Set aside a specific amount regularly

Only save when you have lots of money

Ask parents for money when you need it

3. How does saving money help with your wellbeing?
4. Complete this sentence: When I save money, I feel _________________ because _________________.

🎯 Part 2: My Savings Goal

5. What would you like to save money for? (Be specific)

I want to save for: _________________________________

6. How much money do you need to save for this goal?

Total amount needed: $__________

7. How long will you give yourself to reach this goal?

2 weeks

1 month

3 months

6 months

Other: ____________

8. How much money will you need to save each week to reach your goal?

I need to save $________ per week.

9. List three ways you could earn or save this money each week:

1. _________________________________________________

2. _________________________________________________

3. _________________________________________________

🤔 Part 3: Smart Money Decisions

10. You have $15 pocket money. Your friend wants to buy lollies that cost $8, but you're saving for a $25 game. What would you do?

Buy the lollies with my friend

Save all the money for my goal

Spend some ($3) and save the rest ($12)

Ask my parents for extra money

11. Explain your choice from question 10. How does this decision help your wellbeing?
12. What advice would you give to a friend who wants to save money but finds it difficult?

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