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.
If you’re older and not where you want to be in the quest for a comfortable retirement, it’s not too late. Take a look at these 5 steps to take action.
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.
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.
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.
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.
What happened to the share market in 2018?
What happened to the share market in 2018? Globally, share markets were down during the December 2018 quarter with the Australian share market falling 8.4% and the global share market index dropping 11.1%.
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 >>
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.
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 >>
Superannuation contributions best practice
How to help ensure your superannuation contributions don’t exceed the caps Changes in the superannuation contribution caps, which kicked-in last year, give an added reason to keep a close eye on your contributions. From 1 July 2017, the concessional contributions cap was reset to $25,000… Read More >>
