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.
A highly experienced nurse, Mary has worked hard for decades and was looking forward to retiring. But she was forced to reassess her retirement goals when the pandemic upended her plans and placed a strain on her marriage.
How to avoid the biggest investment mistakes
While investing isn’t brain surgery, you do need some level of knowledge and experience to make consistently good decisions. To help you on your path to success as an investor, we’ve outlined some of the most common and expensive investment mistakes, and how to avoid them.
The quest for secure retirement income
The ‘bucket strategy’ has been a common way to help deal with retirement income risk. It works by managing the selling of assets at retirement, balancing the need for steady income and capital growth.
Which is best: Running, cycling or walking
Cycling, running and walking are good for personal health and none of them have a significant negative impact on the environment, both important topics for companies seeking more sustainability within and outside their organisation.
Lessons from COVID-19
Competence matters during emergencies but few governments and their bureaucracies have managed to contain the health and associated economic and social emergency that came with COVID-19.
Economic Outlook Spring 2021
The COVID-19 pandemic remains a major feature on the global stage, although global economic recovery continues abroad and in Australia.
Investing with confidence
When it comes to investing for a comfortable retirement, could you be your own worst enemy? Here’s how your unconscious fears and biases could impact your financial decision-making – and what you can do to keep them in control.
Retirees’ fears and expectations
For many, the word ‘retirement’ is associated with the idea of extended holidays to far-flung locations or spending quality time with grandchildren. However, there are a range of financial, emotional and psychological fears that are often linked to retirement – and for good reason.
How to help your parents and still save for retirement
If you’ve now found yourself with parents you need to help, you may be wondering how this will affect your own retirement plans. So, here’s a few things you can do to help both you and your parents improve your chances of retiring comfortably.
Fixed income: Top 10 things you should know
Fixed income – also known as bonds and credit – is a commonly used type of debt investment. It is a type of ‘asset class’, meaning a category of asset into which an investor can invest. Here are the top 10 things you should know.
