Infinity Wealth Solutions

Financial Planner and SMSF Specialist Adviser

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Inform: Savings and the Silly Season

November 27, 2015

Infinity Wealth Solutions Savings and the Silly SeasonDon’t let the Christmas holidays undo your great work throughout the year. Be aware of spending patterns to turn silly season into savings season.

Last Christmas, a CommBank research study said, Australians would spend $17.8 billion in five weeks from December 1 2014 to January 6 2015. Unsurprisingly, the spending would be mostly on gifting and holidays, but other major expenses included Boxing Day sales and entertaining friends and family.

During those five weeks, the study revealed, Australians were forecast to spend an extra $1079 each, with 3.2 million consumers hitting the shops on December 13 alone. Of the extra spending, $7.6 billion would go on gifting and another $4.6 billion on partying. But it didn’t all end at Christmas – another $2.6 billion would be spent during Boxing Day Sales!

So if you ever should be planning your finances, it is now, to ensure Christmas does not take away from the great financial work that has been done throughout the year. But how do we prepare for silly season without taking the fun out of it?

The first step is to make yourself familiar with your upcoming expenses. This means budgeting. Where are your expenses going to be and what can you afford to allocate to each? How can you reduce the upcoming costs and which of them are ‘needs’ as opposed to ‘wants’? What types of bolt-on expenses come with the main ones – buying meals or catching taxis during a big shopping day or while away on holidays etc.

Set realistic and attainable budgets then formulate a plan to achieve them. Be creative in your gifting – use price comparison sites and points from rewards programs, for instance.

In order to balance out your spending, figure out which of your usual expenses you can go without. If you usually go out to dinner once a week, consider giving this a miss as you’ll likely be attending several festive dinners, for example. And do yo really need to attend the Boxing Day sales this year? Are those purchases absolutely necessary?

Then put a plan in place to record your spending – there are several apps that do just that. It’s no use setting a budget if you can’t measure your performance against it.

Disclaimer
Information in this web page is based on regulatory requirements and laws, which may be subject to change. While care has been taken in the preparation of this document, no liability is accepted by Financial Wisdom, its related entities, agents and employees for any loss arising from reliance on this document.
This web page may contain general advice. It does not take account of your individual objectives, financial situation or needs. You should consider talking to a financial adviser before making a financial decision.

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It’s what we’ve been missing for quite a long time, and the service that has been provided to date is of the highest quality.
Answers all my questions in a language that i understand.
Male, 31
Simon does everything plus more as our adviser and this is the type of service you want for family and friends too.
He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.
Female, 62
Cannot speak too highly of Simon Podesta. He has always been able to help us no matter what we ask him and never any trouble. Highly recommend him.
My original setup is very good, they offer sound financial advice.
My investment did well, even in difficult world-wide conditions.
Excellent Financial adviser.
Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.
Mandurah, WA
We found Simon to be very helpful and respectful of our position and easy to talk to. The service is to be commended, we could not wish for better. We found his knowledge in handling the affairs of our family to be over and above expectations.
Armadale, WA
Simon is the best I’ve had since the inception of superannuation he is very proactive and tailors my super to my needs and what I will need to retire on.
Pleasant to deal with and seems to have our best interests at heart.
Armadale, WA
Thank you for looking after my financial state, I have great faith in you. We have to put faith in our financial advisers as we do not have the knowledge to do it ourselves which is such a large risk, I feel I am in very safe hands with you Simon. 
Munster, WA
There are no others that would even come close to this company, and I don’t often refer, especially family members to these kind of services – I would here.
When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.
Female, 77

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