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Financial Wellbeing Goals

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Financial Wellbeing Goals

Read the scenario and complete each task. There can be more than one sensible choice: explain how your plan supports wellbeing and keeps your goal realistic.

A goal with a plan

Hudson receives $12 each week for helping with agreed jobs at home. She wants to buy a beginner skateboard costing $78. She has already saved $18. She plans to save $6 each week and use the other $6 for small treats or activities. A safe, trusted adult can help her compare prices and keep her savings secure.

1.Hudson has $18 already and saves $6 each week. How many weeks will it take her to reach $78? Show or explain your calculation.

2.Which goal statement is clearest and most useful for Hudson?

I will save some money for a while.
I will save $6 each week until I have enough for the $78 skateboard.
I will buy a skateboard soon, no matter what.
I will stop spending money completely.

3.Hudson chooses to save $6 and keep $6 for treats each week. Give one benefit of this plan and one possible challenge.

Choose wisely

Hudson sees two offers for the same skateboard: Shop A sells it for $78, while Shop B sells it for $72 but charges $8 delivery. Both shops say the skateboard is in stock.

Shop A: $78, no delivery fee.

Shop B: $72 + $8 delivery.

4.Which offer costs less altogether, and by how much?

5.True or false: Hudson should check the total cost, including delivery, before deciding which offer is better.

TrueFalse

6.Hudson has saved $54 after six weeks. She is offered a chance to spend $10 on a movie outing. If she pays for the outing from her skateboard savings, how much will remain in her skateboard savings, and how much will she still need for the $78 goal?

7.Suggest a balanced decision about the movie outing. Explain how Hudson could consider both her savings goal and her wellbeing.

Build a wellbeing plan

A money goal should be realistic, flexible and safe. Saving is one way to plan, but wellbeing also includes enjoying activities, meeting needs and asking a trusted adult for help when needed.

8.Name one safe, realistic way a young person could save money or make a small contribution towards a goal. Avoid sharing personal financial details.

9.If Hudson misses one week of saving because she needs the money for an important cost, what is a helpful next step?

Give up because the plan is ruined.
Borrow money secretly to catch up.
Review the goal and make a realistic new plan, asking a trusted adult for help if needed.
Spend all her savings because she is behind.

10.Write a short piece of advice for a friend who feels worried because saving is taking longer than expected. Include one practical step and one kind, reassuring message.