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.
The private equity universe is vast, differentiated by types of companies, investment strategies, and implementation options. Private investment vehicles differ markedly across these variables and, as with listed equity vehicles, it makes good sense to have more than one in your portfolio.
Barriers to women investing
Finding ways for women to unlock their financial power is a change that will not just benefit women, but society and the economy as a whole. Read the findings.
Boosting your super balance
Super is the biggest investment we are likely to make, yet too many unknowingly behave as if wearing blindfolds. They commit to something they haven’t gotten to know or understand. Here are a few ideas on how to send some of that money your way.
Lifetime annuities
Looking for a secure and guaranteed investment for your retirement? Here are five reasons why you may want to consider a lifetime annuity.
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 >>
The cycle of market emotions
Where are we now? “Just like investment cycles, where markets move and investment options go up and down, it’s important to know about the cycle of our emotions”. Stage 1: Optimism, thrill and euphoria Investors all start with optimism. We commonly expect things to go… 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 >>
More benchmarks in the world than stocks
How benchmarks can affect you The number of indices benchmarking portfolio performance in the world now far exceeds the actual number of stocks in the world. This is patently absurd. Benchmarks and indices were first created to collate and measure the performance of a basket… Read More >>
Investing Risk Management
Top 5 Risk Management Tips Morphic Asset Management’s Head of Macro and Risk Geoff Wood outlines five tips we apply to manage risk. 1. Work out how much you’re willing to lose on any investment. Don’t get too carried away with thinking about the wins… Read More >>
Lessons from the market
6 investment lessons from the market Every market cycle – bull or bear – provides opportunities for investors to improve their process for investing. The best thing to do is learn from past events and apply those lessons to your future investment strategies and circumstances…. Read More >>
