Learning from Bertram Lockridge
Bertram's been helping people sort out their
finances in Lismore for over fifteen years. He's
seen it all, from business owners drowning in
paperwork to families who just want to stop
arguing about money.
What makes his approach different? He actually
listens. Instead of pushing generic advice, he
asks about your life first. Because money
management isn't really about spreadsheets—it's
about what you're trying to do with your life.
Most people already know what they should do
with their money. The hard part is figuring
out why they're not doing it. Once we
understand that, the rest gets easier.
He started noticing patterns back in 2018.
Clients would come in with similar problems but
completely different solutions worked for each
one. That's when he stopped giving advice based
on what textbooks said and started paying
attention to what actually helped people change
their habits.