Build your financial security with OBT Financial Group – Lockyer Valley Business of the Year recipients and specialist financial advisers to individuals, business owners and farming families on accounting, tax, business advice and wealth planning for over 40 years.
Learn how Australia’s new AML/CTF laws from 1 July 2026 may affect your dealings with OBT, including when client identity verification may be required.
Will you be able to live the retirement lifestyle you want to?
Australians, on average, are living longer than ever, thanks to better health and medical advances. That means the longer you live, the more money you will need for your retirement.
The case for a balanced portfolio
Investing in a globally diversified portfolio with a mix of equities, bonds, alternatives, property and cash has proven a sound strategy for long-term wealth creation.
Investment or speculation – where does cryptocurrency fit?
What is cryptocurrency really – investment or speculation – and how do you decide whether it’s the right ‘investment’ for you?
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.
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.
What Is Your Business Worth? And Why It Matters
Building a business can be a long, challenging process. One way to assess how you are doing is to VALUE your business… and then try to grow that valuation.
2021/22 Federal Budget
Our team is available to assist you to capitalise on any of the Budget measures or minimise your risk. As always, the detail is important so please let us know if we can assist. We’ll keep you up to date as the detail of these measures comes to hand.
3 trends driving real estate investments in a post-pandemic economy
Office real estate is undergoing a fundamental shift, while COVID-19 has accelerated a number of global real estate investment trends, including the continued growth of e-commerce and falling home ownership. However, new trends have also emerged, in particular, the decentralisation of work.
Active asset allocation
Normally you wouldn’t draw many similarities between a nutritionist, a balanced diet and a fund manager. However, we have some food for thought.
