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.
What 8 Areas Should you Review to maximise Marketing Return in your business? In our article, we outline key areas and how you can use analysis of industry data (and competitors) to inform what YOU should be doing now.
Investment strategies for your super
Read how being actively involved in how and where your super is invested, could make a real difference to your retirement savings over the long-term.
How to manage anchoring bias
Anchoring is one of many behavioural heuristics or biases that can inhibit investor returns. Whether you are investing on your own behalf, or consult a financial advisor, we hope the examples and suggestions here help in your decision making process.
Using diversification to combat risk
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.
Sorry, but your biggest investing problem may be you
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.
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 >>
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 >>
