Read why, for Plainland retirees Barry and Gail, having Financial Planners who are nearby and invested in their affairs is important.
Self-funded retiree case study
Lockyer Valley retirees Glen and Marlene Reinke have been clients of Rodney Turner’s for some 30 years and they wouldn’t have it any other way.
OBT sets Fred in right direction on super and insurance
Fred Wilks (centre) had been using OBT Financial Group for over 20 years for his tax. So when he found it was time to move to a more proactive financial advisor, he ran the idea by Rodney Turner who was only too happy to take care of Fred’s superannuation and personal insurance.
“I was galloping on a crystal horse, then crashed into a brick wall…”
“My wife had to pick up the splinters” Retirement often seems like a distant speck on the horizon, let alone handing over your business. Establishing a sound business succession plan is beneficial for most business owners and can be absolutely necessary for some. Take for example a… Read More >>