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 vital ingredient to successful investing over the longer term is knowing yourself – and specifically knowing the mental traps you may fall into when making investment decisions. Here are a few of the more typical behavioural biases of investment decision-makers.
Why investing for retirement is different
If you’d like the peace of mind that comes with a guaranteed income for life, a lifetime annuity might be right for you.
Impossible Whoppers and Impossible Valuation
Investing in environmental related stocks is an interesting and quickly growing new area that you might like to consider as part of your investment portfolio.
Are you an investor or a speculator?
Many investors use a consistent, long-term strategy to build a more secure financial future through steady purchases of well-diversified investments. Most people would probably say they are investors, but the question is not so easily answered.
ATO Workshops for Small Business
Join the ATO to learn about tax for small business at free face to face tax workshops in Gatton run by ATO staff in September.
Economic outlook
Slow economic growth is a global theme, with few exceptions. The Australian economy is not immune to this slowdown.
Knowing the super rules can make a big difference
Read why Peter Switzer says, If I want to get fit, I hang out with fit people. If I want to learn to play golf, paying a golfing pro for lessons would make sense. If I want to grow wealth, investing in guidance from a specialist seems sensible.”
Will you be comfortable with comfortable
If you’re older and not where you want to be in the quest for a comfortable retirement, it’s not too late. Take a look at these 5 steps to take action.
OBT Financial Group celebrates 35 years
Happy FY20! Running a successful small business is no small feat these days. That’s why it was exciting to celebrate a midway milestone with morning tea in the office this month. Congratulations Rodney, Brett and the whole team on OBT turning 35 years young!
The private equity opportunity
The private equity universe is vast, differentiated by types of companies, investment strategies, and implementation options. Private investment vehicles differ markedly across these variables and, as with listed equity vehicles, it makes good sense to have more than one in your portfolio.
