Read why, for Plainland retirees Barry and Gail, having Financial Planners who are nearby and invested in their affairs is important.
The level of entrepreneurship emerging from our region is mind-blowing, especially so for OBT clients Nathan and Tess Hartnett from Mens Rings Online. Read why.
Suzanne and Peter re-cast their business processes with up-to-date accounting technology – the cloud – and OBT to get organised. They took a leap of faith and have come out all the better for it.
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.
“Starting a small business on dreams and potential alone will never get you far, but talking to the right people at OBT Financial Group helped us turn our dreams into plans, strategies and goals for success.
These days Albert de Ruiter does monthly cash flow, knows his tax position in advance and keeps on top of everything with regular meetings which creates better awareness. He talks with OBT about where the money is, what jobs are in the pipeline and job costings which increases his focus.