Read why, for Plainland retirees Barry and Gail, having Financial Planners who are nearby and invested in their affairs is important.
Lockyer Valley retirees Glen and Marlene Reinke have been clients of Rodney Turner’s for some 30 years and they wouldn’t have it any other way.
Redefining risk for income investors An equity-based investment fund that aims to deliver dependable income is likely to deviate significantly from the Australian share market index. It requires an active approach to manage a set of very different risks. For a typical return-seeking equity fund… Read More >>
What are the consequences of this emotional roller-coaster? Emotions turn rational investors into irrational investors. So, it is important to remember that markets move and investments will always go in and out of favour. Developed, diversified long-term financial plans are placed in jeopardy when investors… Read More >>
Having been based in Brisbane his whole life, Bruno is welcoming a change and brings a solid reputation for putting clients first, going out of his way to understand their needs, having great industry knowledge and taking the time to make sure his advice makes sense.
Damon Zischke is moving from OBT Accounting & Tax to OBT Financial Planning, and OBT is also pleased to announce the appointment of our new Senior Financial Planner, Bruno Tjelder, who joined the team in April.
A topic that is currently being debated is the claim that the first person to live to 150 years of age has already been born. This “alternative fact” is, by its very nature, unprovable. Scientific studies can estimate the life expectancy of babies born today,… Read More >>
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 >>
The most important tip is to have a Will, keep it up to date when circumstances require a change and make sure your family knows where it is kept. Marriage/Divorce If you get married, any pre-existing Will is revoked unless it is made in contemplation… Read More >>