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tigerlily
20th November 2005, 04:10 PM
The insider's guide to low-cost happiness
20 November 2005

In a nation obsessed with consuming, where the average person spends more than they earn, five Kiwis are exercising their saving power and living well for less. They tell ROB STOCK how.

'Society is conditioning us to think some things are needs when they are actually wants, like the latest fashion clothes and wide-screen TVs, or a car that's less than five years old," says Kara Dawson from Hamilton. Kara is The Warehouse's national bargain-hunting champion, and like the other four finalists of the competition -Moana Kerr from Hokitika, David Graham from Te Awamutu, Leanne Brooks from Christchurch and Diane Davidson from Auckland - she has firm views on why people find it so hard to live within their means.

Kiwis' habit of spending 12% or so more than they earn each year, which has earned a stern rebuke from Reserve Bank governor Alan Bollard, is anathema to the five. All are family people and all have two things in common - they hold true to what can appear to be old-fashioned values on money, and they derive more happiness from their families than from spending like there's no tomorrow.

For Kara and husband Chris, happiness is living the good life on their section in Hamilton where they have planted 50 fruit trees, grow vegetables and raise their children. Kara says: "We belong to the Church of Jesus Christ of Latter-Day Saints and our church has always advocated living within your means and avoiding all consumer and household debt, also having a vegetable garden, teaching children to be wise with money, giving the first tenth of our income, saving, and eating healthy foods."

For Diane, an avid competition entrant, family is also the No1 reason money should not be frittered. A child of a poor single parent who drew a basic wage from the Papakura freezing works, she's not only raised her own kids, she's raising her grandchildren David, eight, and Jacob, four. "It's so much better to be careful with your money because it's so hard to earn it," says the part-time Glen Innes librarian. She also warns against mortgaging the family's future for luxuries bought with consumer debt. "You can see hard times ahead for people. Too many people are just three steps away from calamity," she says.

Leanne says: "As a society, we are very materialistic and expect to start out where our parents finished up." But like all her fellow finalists, Leanne -mum to Hannah - is a firm believer that with a bit of creativity and effort, even families without big incomes can live better for less. Here are the finalists' views on:

Living carefully does not mean total self-denial

Although Diane is an enemy of waste (and expensive, fatty takeaways), she says: "Without a few luxuries life would be so dismally grim." But to manage guilt-free luxuries means sticking to a budget. "Needs must when the Devil drives," Diane says. But for Moana budgeting is no chore. It brings the family together as a unit, she says.

Not giving give up on generosity

"There's a difference between being frugal and being mean," says Leanne. All five finalists are big givers.

Diane is using some of her $5000 to buy a TV for someone who really needs it. Kara tithes 10% of her income to her church. "Some of my biggest bargains, I have given away," she adds.

Replacing costs with something that is free and fun

Moana, her partner Tony, and their young children Ernest and Jacob spent some wonderful days collecting pine cones last year - outings which provided them with enough fuel for the fire for almost the whole winter as well as beautiful picnics between West Coast downpours. "We've only bought one load of firewood since we came to Hokitika, which has saved us hundreds of dollars," she says. Moana also recalls spending a New Year's Eve climbing Ruapehu to wait for the dawn with Tony, with a couple of bottles stashed in the rucksacks. Cheaper than a night out - and much more romantic. Fruit-picking, vegetable-gathering, jam-making and pickling are all part of the Dawson family year. It brings the family together, slashes $15-$20 from the grocery bill each week, makes for a healthier family, and fewer doctor's bills.

Seeking out what's free

Moana says there's a lot for free in the community to enrich family life. Moana and her children borrow free videos from the library, and she saves the $9 cost of many glossy magazines by picking up used ones there. Leanne says there are plenty of free community events, and tests herself to find "five free things a month".

Doing it yourself

Kara watches tradespeople like a hawk to pick up tips because once she's seen a plasterer in action, she knows she's handy enough to save a couple of thousand dollars plastering her own house. If you don't have a particular skill, says Diane, you can barter with friends, swapping a little baby-sitting for hair cuts, for example.

Being smart with financial services

Moana sings the praises of petrol station charge cards, which save her 10% on fuel, equating to a free tankful every few months. Moana's also smart with her credit card. "We really only use it to book cheaper flights online." But she loads the card with cash beforehand, collecting interest instead of paying it. She also much prefers to pay with cash when possible, to save on Eftpos charges.

Kara is a bank's worst nightmare. She refuses to pay one cent more than necessary in charges, and believes more than $2 a month is excessive. A fan of Hamilton's Moneywise, a not-for-profit organisation promoting financial literacy and living free of debt, she also can't believe people carry over credit card debt and don't do everything they can to get free of their mortgage, let alone drawing on equity to buy luxuries. "If you are not careful, your expenses increase with your income. When you get an increase we try to increase our mortgage payments," she says.

Shop-watching

Leanne keeps an annual diary of sales, which tend to come up at the same time each year in different stores, and plans her shopping around them. "I have already finished my Christmas shopping," she says. "I buy presents in the sales."

But the best presents aren't necessarily the ones you find in shops, she says, and she is also a fan of making gifts. A favourite gift from last year was making advent calendars for friends, with 24 little treats inside for the 24 days of Christmas. There are dozens of websites with similarly lovely ideas which parents can work on with their children, she says. She's also a fan of Cappuccino Moments for Mothers, a book with ideas, many free, for mother-children activities. Second-hand shops can produce wonderful bargains, too, says Leanne. An old doll's house bought for $4 needed only a little DIY and restoration to turn it into a des-res for her daughter's dolls.

Self-defence against destructive habits

Kara has a three-day rule. If she sees something she wants to buy, she forces herself to wait three days. If she still wants it after that, she goes ahead, though Leanne's rule is "Wait a week". But to really know the real cost of an item, Kara advises: "When making a major purchase, work out how many hours you would have to work to pay for it (after tax). Then ask yourself if it is worth that much to you." She also has a tip for breaking the shopping habit. Have a shop-free day each week, she suggests. "Ours is Sunday, our family day".

Never pay top dollar

David recommends shopping around for electricity, phone and internet services. It can save you hundreds of dollars

Avalon
20th November 2005, 05:19 PM
Wow, that has given me a few new ideas.

We are now in the habit of spending less than we earn, having made a huge dent in our Non-mortgage debt in the year before we sold our house and came out here. Which meant that we had more of the house equity to start our new life here as we didnt have a huge debt to pay off out of it.

Our biggest changes came from reading Anita Bell's "How to Pay of your Mortgage in 5 Years", and the absolute most helpful one was giving each of us a "Sanity Allowance". Thats a bit like pocket money - and the only money you have to spend on luxuries for yourself (Makeup, jewellry, clothes, cd's, dvd's, books etc).

Now, we save up for things we want to buy, have to find said item in at least 3 shops to get the cheapest price, which automatically means you dont buy on impulse and really think about whether or not you want it. I keep money in savings "pots" so I know how much I have, including saving up for Christmas. Im not sure Ive got enough for this year, but Ive got much more than I usually do at this time.

The best thing - I dont have sleepless nights anymore worrying about money. And we have just got out of the habit of "impulse buying" which in itself has saved us hundreds.

We arent earning more, in fact like most people who move here - we are earning less, but we do have more money in the bank than we ever had before - because we spend less of it.

Moorf
20th November 2005, 05:39 PM
Great article Tigerlily, thanks ;)


If you don't have a particular skill, says Diane, you can barter with friends, swapping a little baby-sitting for hair cuts, for example.



This is exactly what we used to do in Scotland... we had some landscaping done (to the tune of £5k) for free by doing the company a website and online marketing, and we used to do websites and marketing for local companies in return for salon treatments, lamb, eggs and cleaners/gardening!!

tigerlily
21st November 2005, 03:36 PM
Avalon- inspiring to hear how you are managing! I really like the 3 shops idea.

Moorf- How can you get brave enough to ask for a trade? Maybe it's easier since it's your business. I do have some skills (photography) but I'm not sure how I can get that to equal some nice farm fresh eggs? Is there any formal bartering website in NZ?

StevieD
21st November 2005, 09:03 PM
Good post this one. It is the rampant march of consumerism that we all get swept along in that is so difficult to escape. BUT, if you sit back and analyse what it is you are actually doing, it becomes laughable. I have had my escape enforced on me due to job loss, but before this I was one of the buy now pay whenever type, not even thinking about if I could afford it. This has landed me in debt, and once you are in that situation it is so difficult to get out of.
I am, in effect, exactly where the banks and credit institutions want you - in debt to them. But when I sell my house, I will become debt free. With the money I have left I will have a deposit on a house and enough for a car. I will not be mortgage free, wouldn't that be lovely, but I will have the knowledge that the banks will not have a hold on me like they do now in the UK. I will budget for everything, and do as others do and save up for what we need. I have realised that the things of worth are not the "trinkets" that society says I need, but the true things in life, like family, health, friends and happiness.

Moorf
21st November 2005, 09:35 PM
I have realised that the things of worth are not the "trinkets" that society says I need, but the true things in life, like family, health, friends and happiness.



Couldn't agree more, and coming from a background of materialistic decadence, it's been a total life change for me and I'm loving it. I'm finding more sincere friendships (instead of based on what you've got and what you can offer) and enjoying the simpler things in life like an empty beach and paddling with the dog without worrying if my DKNY tee-shirt will get ruined (I'm in Warehouse gear on the beach now), or lying back in the long grass overlooking Taylors Mistake and watching the surfers without feeling like I ought to be out somewhere looking for a business opportunity or money-making idea. Bliss.

Tigerlily - don't be afraid to offer your skills / services to others. In the case of the landscaping I simply approached a local company and explained that we needed some work done but we were a little strapped for cash. I mentioned that they didn't have a website and perhaps we could come to some arrangement. The landscapers perceived value of a website and online marketing was exciting to him, and he could see the financial trade off and jumped at the chance. You've got nothing to lose by being upfront, in rural communities people are often not skilled in areas that could improve their business ( I took for granted that everyone had the skills to market their services, whereas in reality many don't know where to start and worry that they'll waste money trialling ideas).

With regard to your photography, have you thought of setting up an online library of your photography that you could rent out to commercial companies. And then, perhaps, you could arrange an "exhibition" of your work at a local library (with a note saying you are available for private commissions?) - or how about getting in with a local helicopter/aircraft tourism outfit and seeing if you could do some aerial photography of large properties (this was quite lucrative in the UK, where house owners would pay to have an aerial shot of their house/property!!). Or you could contact publishers and see if they have any upcoming books being published for which they need photographic input? Do you have a portfolio? Can you get a website together with all your work on that you can direct potential clients to? Or do some of your own art and travel around the craft shows?

Just a thought, I'm sure you've already thought of most of them... good luck! And remember I shall be reinstating my genealogy site soon (probably once I'm settled in new house so a little into 2006) and I'll need photographers for that!

Moorf

Avalon
22nd November 2005, 09:42 PM
StevieD

Not sure if this woul be useful to you but:
www.moneysavingexpert.com
Is a website run by Martin Lewis (its a uk site). I still get emails and use the site regularly for ideas on moneysaving ( and there are some brilliant ones) but on thier forum they have a "debt free wannabees" board. You may be able to get help, encouragment and ideas to make a dent in the debt before you sell adn come here (whcih means more cash in your pocket when you do get here!)

Also, more helpful in many ways than budgeting (ie setting a budget and sticking to it) is "Cashflow awareness" (Ie tracking everything you spend and seeing where it all goes - coffee in my case!).

HTH

Moorf
23rd November 2005, 08:23 AM
Just as well we only managed to get two coffee's in whilst gassing yesterday Avalon - lovely to meet you and you're a mine of info on money matters so I'll be sure to grill you on that in the days to come... :cheers

Avalon
23rd November 2005, 09:24 AM
Talking to someone is about the ONLY thing that stops me from constantly drinking the stuff!!!!! However - i maintain that it is not my fault - I cant help it if NZ makes such great coffee.

Great to meet you too BTW!

Smiler
23rd November 2005, 11:16 AM
Great thread and some brill money saving ideas. TG the ariel photos in the UK were about £300 !! try the bartering exchange thing. Don't ask, don't get. We got $50 a week off our rent for asking.

I can't be bothered to do the 3 shops thing, infact I'm not fussed about doing the shops really, :laugh and that is a huge change for me. I don't miss Guildford shopping or Pompei but enjoyed Melbourne for a change.

I'm happy as long as we've got food in the cupboard and clean clothes at the moment. I'm getting used to the food shops and don't crave any expensive thing or anything foodie from the UK either. Our parents are peeved because they can't send us anything they thought we would miss like tomato sauce or bin bags. :raebanana :raebanana

Two things, whats the genealogy site Moorf and a DNKY t shirt???? My label is george at asda.;)

D x

tigerlily
23rd November 2005, 01:42 PM
If only I wasn't terrified of flying, what a career I could have! Alright, alright, I'll get brave a post a sign at the supermarket or something. Not much to loose really.

I'm modifying the 3 shops to be 3 websites, when looking for books. If you like Amazon, you might also like www.powells.com it has lots of used books too and is in my former hometown of Portland, Oregon.

Anyone read Your Money or Your Life? It's a classic on this topic.

jubjub
23rd November 2005, 02:12 PM
Anyone read Your Money or Your Life? It's a classic on this topic.

Is that the Alvin Hall book? We watched the UK Tv series he did, he certainly seems to know his stuff, and most people managed to get themselves financially better off under his guidance...

Avalon
23rd November 2005, 06:18 PM
I was going to get "Your money Or your life", but it was at that point I happened to find Anita Bells book - and I was totally hooked by that.

Ive also read Suze Orman's book The Courage to Be Rich. Its a bit "oddball" in places, but does take you though some very good and sound moneysaving principles. A good background book to help get you thinking a different way rather than a "how to" book. Also, its targeted to a US audience so some of the info just isnt rlevant to here or the UK.

Martin Hayes seems to be the "guru" of moneysaving here in NZ, also on Family Trusts, but having tried to read one of his books, I cant say I was greatly enamoured my it. Anita Bell is definatly better (and has a better sense of humour!) Martin Lewis in the Uk also wrote "The Money Diet" but i had the heeby jeebys when he starts going relating money to food! He is brilliant though, great sense of humour and a real champion against overcharging (especailly by the banks).

David with a dream
29th November 2005, 08:33 AM
Steve mate that was spot on and why we are hatching a plan to return in 30 (ish) months. I say months because years seems sooooo long. :nice1 David

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