Retirement is a significant life milestone that requires careful planning and consideration. The process of building and accumulating funds that will sustain your desired standard of living during retirement is a central strategy.
Key Performance Indicators (KPIs) are important management tools that we encourage business and farm owners to use. Do you need to develop or update KPIs for your business?
Aged care specialist and OBT Wealth Advisor Bruno Tjelder explains why aged care planning is important and how it can benefit you and your loved ones.
Financial stress can be a major trigger for a lot of people, it is a big burden to carry around, but not one you need to carry alone. Speaking to a professional Financial Adviser can set your mind at ease once you have a plan in place and a financial goal to build towards.
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!
If you want your children to grow up making sensible financial decisions, it pays to start early. Guiding your children through the basics of saving, budgeting and spending from a young age will help them to develop good habits for life. 1. Start early Introduce… Read More >>
We are happy to announce some changes to our Financial Planning business! Effective 25 July, 2016 we have moved our Australian Financial Services Licence authorisation from Western Pacific (AFSL 224662) to Lonsdale Financial Group (AFSL 246934). This change is a result of corporate changes within… Read More >>
OBT Co-Founder and Director Rodney Turner works closely with OBT clients, assisting them to provide adequate retirement funding, the smooth transition of the family farm or business from one generation to the next and appropriate tax effective investments for them.