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.
We examine how to set and make use of Key Performance Indicators (KPI’s) to help run your business. Read why diligent preparation is important so that any actions you take will have a positive and immediate impact.
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.
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.
The CFO – A Vital Role in the Cockpit of Your Business
We explain the role of a Chief Financial Officer (CFO) and why it is important in a business and outline best practices in managing your accounting function as well as ideas on appointing a Virtual CFO to ensure strategic oversight of your finances.
Elder financial abuse
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.
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%.
Meaningful financial reporting
Equip yourself to make the best business decisions possible by insisting on financial reports that reflect your needs as a business owner.
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 >>
