Build your financial security with OBT Financial Group – Lockyer Valley’s Business of the Year 2015 and specialist financial advisers to individuals, business owners and farming families on accounting, tax, business advice and wealth planning for over 30 years.
A vital ingredient to successful investing over the longer term is knowing yourself – and specifically knowing the mental traps you may fall into when making investment decisions. Here are a few of the more typical behavioural biases of investment decision-makers.
Why investing for retirement is different
If you’d like the peace of mind that comes with a guaranteed income for life, a lifetime annuity might be right for you.
Are you an investor or a speculator?
Many investors use a consistent, long-term strategy to build a more secure financial future through steady purchases of well-diversified investments. Most people would probably say they are investors, but the question is not so easily answered.
Knowing the super rules can make a big difference
Read why Peter Switzer says, If I want to get fit, I hang out with fit people. If I want to learn to play golf, paying a golfing pro for lessons would make sense. If I want to grow wealth, investing in guidance from a specialist seems sensible.”
Financial advice close to hand
Read why, for Plainland retirees Barry and Gail, having Financial Planners who are nearby and invested in their affairs is important.
Self-funded retiree case study
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
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 >>
Investment cycles
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 >>
Bruno Tjelder OBT Financial Adviser
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.
Big changes for OBT Financial Planning
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.
