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.
When Dion and Tracey learned that the newsagency in Esk was for sale, they bit the bullet and bought the business. That was in 2009 and whilst they loved the idea of tree changing and settling into a country lifestyle, right from the start they had a plan to diversify the business.
Speak with Reck Family Farms’ Leanne and you realise she is a one-woman dynamo. As the family bookkeeper, the family businesses well and truly keep Leanne on her toes. So it’s a good thing that she has OBT Financial Group to fall back on for her accounting queries.
Lise and Richard Browning’s love of travel was all the inspiration they needed to come up with a reason to hit the road. Little did they know back then that they would combine their love of property with their building and project management skills to create a successful business, with OBT’s help.
Read why tapping into OBT’s financial expertise and business acumen makes good sense.
Back before the internet, David and Barbara went searching for a business to buy. When they found one in Gatton, Queensland, that sealed the deal and they moved from Sydney to the Lockyer Valley and the rest, as they say, is history.
All bases covered, smooth transition first generation to next for Lockyer Valley ag-business thanks to OBT Financial Group.
David and Barbara Simon are directors of one of Lockyer Valley’s medium-sized vegetable growing businesses who say, “OBT listen to how we want to steer the business. It’s good that they’re interested in us and in how we’re going.” Read why.
Talk with Sipelectrical’s husband and wife team and you’re soon reminded of the resilience of youth. Jono and Annaka had the good sense to know that enthusiasm alone does not make a successful business and turned to OBT to make sure they did things properly.
Back to basics natural approach for future business sale strategy. Just as Anita Lyne makes it her business to nourish Gatton, Queensland with good food and wellbeing, so does OBT Financial Group make it theirs to ensure Anita’s business has all the right ingredients to run well.