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!
6 tips for raising financially savvy kids
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 >>
OBT announces changes to Financial Planning business
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 >>
Rodney Turner
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.