Build your financial security with OBT Financial Group – Lockyer Valley’s Business of the Year 2015 and specialist financial advisers to individuals, business owners and farming families on accounting, tax, business advice and wealth planning for over 30 years.
We look at what goal setting in 2021 means for different businesses in these interesting times.
Succession Planning and Making an Early Start
As accountants, we like our clients to think ahead… even on a 3 to 10-year timeframe. A major part of this is Succession Planning. Where Succession Planning is concerned, clarity brings opportunity… and the risks of “getting it wrong” can be significant.
Investment options in retirement explained
Getting the balance right between a safe spending rate and having enough income to enjoy retirement takes some careful planning. Investing for a reasonable return is one approach to helping your savings go the distance.
Business Resilience: Understanding Your Market
Leaders of resilient businesses ensure they understand their market, especially the customers and competition. Read how.
OBT’s Damon Zischke named Lonsdale Young Adviser of the Year
It is with the greatest pleasure to be able to announce that our OBT Financial Planner, Damon Zischke, has been named Future Leader of the Year in the 2020 Lonsdale Financial Planner Awards! Congratulations Damon!
Budget update 2020/21
The 2020 Budget is all about jobs, jobs and spending to make more jobs. We already have JobSeeker and JobKeeper, and now we have JobMaker and JobTrainer.
A simple approach to cybersecurity
Cybercrime has become a profession and the demographic of your typical cybercriminal is changing rapidly, from bedroom-bound geek to the more organised, who use advanced techniques and are highly technically skilled. Here are four easy ways to keep your data safe from cybercriminals.
Strategies for long-term investing
Long-term investment can be challenging. Given the inherent volatility of markets, it’s useful to remind ourselves of strategies we can utilise to meet long-term investment goals.
The cycle of investor emotions
Since emotions pose a threat to our financial health, it is important that we are aware of them so we can make the best possible decisions to ensure financial security.
5 Steps to Stronger Cash Flow Management
Are you making the most of your cash resources? Carefully managing cash in your business could determine whether you sink or swim through these COVID times. Here are 5 keys to minimising risk and optimising your cash management.
