DIAMOND 9 CHALLENGES

The Diamond 9 challenges help you to learn about personal financial planning through teamwork and discussion.

There are three Diamond 9 challenges.

  • Work in teams and read through some background information.
  • Sort nine statements into a 'Diamond 9 formation', according to the statements that you most agree with and least agree with.
  • Where there is room for more than one statement (e.g. on the second row), both statements have equal value.diamond formation

You will most agree with the statement at the top and least agree with the statement at the bottom.

Make sure that:

  • your team has a really good discussion about each statement and where it fits on the Diamond 9
  • your team thinks about the reason or justification for the positioning of each statement.

First, select your birth date:

Next, select your desired retirement age:

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Challenge 1Spending and saving

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Challenge 2First step into the future

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Challenge 3Planning for you

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