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.
One of the most important principles of investing is to ensure that you have a diversified portfolio. Read why.
Managing the urge to switch investments
We are so busy in our lives today. Decisions are made instantaneously, but knee-jerk reactions are often the wrong course of action. Taking the time to evaluate a situation can lead to a more informed decision and a better result in the long term.
Transition to retirement
Read why the decisions made during your ‘transition to retirement’ are life changing and how OBT’s Financial Planning team can help.
Economic outlook summer 2019
The trade war between the United States and China continued during the September 2019 quarter as the US imposed new tariffs on goods imported from China.
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.
The private equity opportunity
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.
Superannuation tax hints
Superannuation is a very tax-effective vehicle to save for retirement. We outline some tips to help you maximise your super.
What the 2019 Federal Election means for you!
We’re not trying to recommend who you should vote for, but instead we believe that it is vital that our clients understand how they will be affected by the result of the Election.
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 >>
