Bert Dugdale

Many people ask me why I moved from Civil Engineering to Financial Planning.

The answer is simple: while both jobs are fundamentally about building a better community, Financial Planning allows me to help people directly, face to face.

The pleasure I get from helping people buy their first home, become financially independent or ease their way into retirement cannot be measured. As I told a colleague once some years ago: "have a job you enjoy, and never work a day in your life". I have a job where I help people get the most out of life, to achieve their aspirations and dreams. It simply does not get better than that.

I am especially passionate about helping fellow professionals, be they doctors, engineers or scientists: too often I meet people who have put a lifetime of effort into their careers, but never allow themselves the time to spend on their personal financial situation. I help you understand your situation, explain your options, develop a strategy to help you meet your goals, and manage that strategy with you.

I am a proprietor of the Alderley Practice of RI Advice Group, and have been in the profession for over 15 years. In 2017 The Australian newspaper and Barron's media recognised me as one of the Top 50 Financial Advisors in Australia.

RI Alderley has been in business for over 35 years. Our very first two clients are still clients today; our two boardrooms are named in their honour. This is what we are about: long term, deeply valued relationships with our clients.

In my practice, I have developed industry-leading tools to enhance your experience and for you to gain a deeper understanding of your financial position in order to help you fully realise your dreams and aspirations.

If you would like to talk with me about working together to build your financial future, please give me a call on (07) 3356 0085.

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