December 2016 Video Blog- Merry Christmas Everyone

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December 2016 Video Blog- Merry Christmas Everyone

Welcome to the final Whitehead Financial blog for the year. As the excitement builds each day getting closer to Christmas I wanted to use this month’s blog to reflect over the year and to give a few handy tips for the Christmas holidays.

 

2016 has been a very productive and exciting year for the Whitehead Financial team.

  • We have grown from 2 to 5. We’ve had the welcome edition of Ben, Amanda and Jess, who have all added great value in supporting our clients and providing additional services.
  • We have worked many of our clients who have claimed. We have had claims of over 2 million dollars paid out to clients. 100% claim success rate. Which we are very proud of.
  • We have added SMSF, Mortgage broking, Automotive & Asset Finance to our service offer. Which has helped clients save on their mortgage repayments, accelerate their wealth accumulation and help with getting the right finance for their work vehicles and equipment.
  • We have started working with over 30 new families this year; and have continued to work with many of our loyal clients and their families.

I want to thank all our loyal clients. We are all passionate about what we do. It is our goal for Whitehead Financial to provides the highest quality, client focussed, financial advice.

 

Now for a few tips to help you through the Christmas break. Australians plan to spend over a staggering $46 billion dollars in retail stores over the Christmas season and with this comes the pressure to buy that something special.  Gift giving can be expensive, often leading to that dreaded credit card bill come January but it doesn’t have to be that way.

Here are some tips to save this Christmas.

Plan

Start early with your shopping to avoid the last minute rush as this generally means you will be paying more at the counter than what you had planned as you are under pressure to buy whatever you can get your hands on.

Rethink the Xmas Card

Why not save money on Christmas cards and instead do a family Xmas video message.  Smart phones, IPad and similar devices allow for easy videoing that can be sent via instant messaging or email to friends and family at no cost.

Shop online

Avoid the shops altogether and shop on the internet.  Many major department stores have online stores and this will avoid wandering around the shops and picking up gifts you didn’t really want to purchase.

Secret Santa

Everybody loves a secret Santa and it’s a great way to save money on gifts as it means one quality gift as opposed to many gifts for the family.

Avoid credit

It may be hard but if you have planned your gifts, there is no reason why you can’t leave your credit card at home and just take cash.  A little bit of discipline may avoid the credit card hangover come January.

Our family is like many other Australian families who spend lots of time around the water at Christmas time. Please be safe around water especially with children. Our office will close from 23rd Dec and will re open Monday 9 January. For anything urgent such as a claim please contact me using email aaron@whiteheadfinancial.com.au

 

From all the team Merry Christmas and a happy new year.

 

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