RI Advice Alderley

13/05/2026

We watch the budget so you don’t have to.

Still working our way through it: there’s a lot to digest! Also, more training, listening to the economist of one of our fund managers. (Lucia is definitely not interested in the budget. She measures economic activity in walks and dog treats.)

08/05/2026

We are delighted to welcome Amelia to our growing team! She has joined us as a Client Service Officer to help us help you. Please say hi to her the next time you drop in!

17/02/2026

Professional Development Week at RI Alderley

It’s been a big week of learning and development for the RI Alderley team!

Kylie and Bert were delighted to attend the H&B Wealth Symposium in Noosa last week, hearing from some of the brightest minds in the financial services industry. Speakers included Chief Economists, Chief Investment Officers, and Portfolio Managers from a range of leading investment managers—Ausbil, Schroders, Capital Group, KKR, Partners Group, MLC Insignia, Fidelity, and Pengana—many of whom manage the funds used within your portfolios. A special highlight was a session with renowned demographer Simon Kuestenmacher, who shared fascinating insights into the future of the Australian economy and broader global trends.

Not stopping there, Mel and Bert then attended a Vanguard Technical Session in Brisbane, where Joe Davis, Vanguard’s Global Chief Economist and Head of Investment Strategy Group, flew in from the United States to discuss global economic conditions and their implications for Australia.

Across both events, we gained valuable insights that will help shape and strengthen the advice we provide to you. Continuous learning is a core part of how we ensure our strategies remain informed, relevant, and aligned with the evolving economic landscape.

13/02/2026

Happy Valentine's Day!

Today also marks the 60th anniversary of the introduction of decimal currency into Australia!

"♬In come the dollars, in come the cents, to replace the pounds and the shillings and the pence..♩♫"

The Reserve Bank of Australia produced this delightful little advert to explain the change. Such simpler times 😊

‘Out with the old and in with the new’(Lyrics by Ted Roberts)In come the dollars and in come the centsto replace the pounds and the shillings and the pence.B...

12/01/2026

2026 is bright and full of possibilities — now is the perfect time to set your goals and start fresh!

We’re proud supporters of our local community and always ready to help anyone seeking financial guidance. Let’s make this year your strongest yet!

Your goals might include:
✅ Growing your wealth and making your money work harder
✅ Protecting your family from life’s unexpected moments
✅ Planning for a comfortable retirement

We’re here to guide you every step of the way.
📞 Call us today for an obligation-free chat: 3356 0085
Let’s make 2026 your best financial year yet!

05/01/2026

🌟 What a way to finish 2025!
Everyone made the “Nice” list, and we couldn’t be happier. We hope your Christmas and New Year break was full of good times and plenty of relaxation.
We’re back, the doors are open, and we’re ready to make 2026 amazing—together! We look forward to seeing you soon. Happy New Year!!

11/11/2025

They shall not grow old, as we that are left grow old.
Age shall not weary them, nor the years condemn.
At the going down of the sun, and in the morning,
We will remember them.

Lest we forget.

107 years ago today, the guns fell silent across the battlefields of Europe. The "war to end all wars" had ended. Earlier this year we were honoured to share the story of Sergeant Owen Patrick Kenny, a relative of one of our clients.

Owen signed up in Toowoomba in 1914, and his service number was 82. He served in Gallipoli and the Western Front, with the 3rd Field Ambulance, the same unit as Simpson and his Donkey . Owen survived the war.

All gave some, some gave all. We honour their sacrifice.

01/10/2025

We are constantly amazed at the stories our clients have to tell, and we are privileged to listen to them. One of our clients, Don, recently showed Bert some documents about his father in law.

Owen Patrick Kenny was 19 years old in 1914, when war was declared. He enlisted with the Australian Imperial Force (AIF) in Toowoomba on the 22nd of August - just 18 days later. His AIF service number was 82! Owen served with the 3rd Field Ambulance, and served at Gallipoli and later the Western Front. He survived the war, and Don showed Bert maps of Gallipoli issued to Owen, Owen's medals, and letters of commendation. Owen was mentioned in despatches, and the letter proclaiming this was signed by Winston Churchill!

It was a deep honour to be able to see such historical documents first hand. Thank you so much, Don!

22/08/2025

We have returned from an incredible conference in Phuket, Thailand! This helped us to cultivate innovation, develop our collective creativity, and renew meaningful connections with our peers. We are now refreshed, motivated, and ready to deliver exceptional value to our clients.

02/07/2025

We believe that financial advice is more than just numbers - it's the relationships we build with our wonderful clients. But there's one number we're very proud of: 25. We are delighted to have been supporting Pat's financial journey for the last quarter of a century.