Real Money Stories

Honest conversations about money management that skip the fluff. We write about what actually works when you're trying to understand your finances better.

Bertram Lockridge financial advisor

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.

Tools That Don't Waste Your Time

Skip the complicated systems. These resources focus on one thing at a time.

Organized financial planning materials and resources

The Three-Month Money Check

A simple way to see where your money actually goes. No apps needed, just three months of honest tracking. Works better than any budget template we've seen.

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Question Bank for Financial Decisions

Before making any money decision, run through these seven questions. They'll save you from impulse choices and help you spot what really matters.

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Workshop Series Starting October 2025

Small group sessions where we work through real financial situations. Limited to eight people so everyone gets actual attention. Registration opens July.

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