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.
To help protect your older relatives, it’s important to understand that elder financial abuse can take many different forms and can be committed by a variety of people, including strangers, friends or even family members.
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.
Common types of fraud and scams
Fraud usually happens when somebody accesses another person’s funds without their knowledge or authority. We look at the all too common types of fraud and scams.
ATO expects tax-related scams to rise during tax time
The Australian Tax Office (ATO) has seen a five-fold increase in scams in the first five months of 2017 and expect that number to increase over tax time. Scam activity tends to build up around the end of the financial year as people, at times hurriedly and… Read More >>
OBT’s 3 stages of retirement
Australians are living longer than ever before. So it’s important to be financially ready for retirement – and the changes to your lifestyle along the way. While it’s great that we’re living longer, it means we need to be better prepared financially for our later… Read More >>
