1. Financial Goal Bert wants to ____ the ____ for a brand new Electric Tesla. He hopes to save ____ in ____ years. (Today’s price $95,900 - $230.53 a ____ 2. Gathering information Bert needs to ____ all the ____ involved in obtaining a Tesla, including the loan and ____ to refit at home if able. He should also research a range of ____ offers available from different ____ institutions. He doesn’t need to rush into choosing a financial institution immediately as it will take him at least ____ years to save for his ____. He will need to look into the ____ and rules around them eg (must be locked in garage when not in use - or costs more). He could also be looking at ____ at the moment to see where he could be putting his saved money to gain the best interest from his present savings. He also needs to keep an eye on the ____ of Teslas to see if they are increasing and ____ his goal to take this into account 3. Budgeting Advice www.sorted.____.nz banking ____ MoneyTalks financial helpline FACE TO ____ ADVICE: talk to a local budgeting ____ talk to a financial planner talk to a ____ broker 5. Feasibility of the goal ____ it is achievable Bert need to save ____ a week for his ____ The budget shows that he can save this ____ and still have a surplus of 67.93 at the ____ of each ____. 6. Monitoring and Review Bert should ____ their budget every 3 ____ to make sure the amounts ____ in the budget for income and ____ are still ____. If his income and/or expenses change he will need to ____ his ____ and then review his goal to check that it is still ____.

28100 Formative Practice Assessment

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