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.
When life starts to wind down, read how retirees can have cash flows for all the essentials that they need and can take comfort in the knowledge that they are able to enjoy life on their terms.
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.
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.
Does your business hire contractors?
When hiring workers, do you understand the difference between contractors and employees for tax and super purposes?
A Strategic Look at the People Numbers
Find out why we recommend that our clients get serious about understanding their workforce based on the numbers. The businesses who do so will taste sweet success.
Management Buyout
Most businesses experience significant events such as acquisition, merger, liquidation, IPO, etc. A Management Buy-out (MBO) can be attractive to buyers and sellers who know each other well before the transaction. There are risks and careful planning is required. Our article explores these issues and why having a competent advisor is important.
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.
Why investing for retirement is different
If you’d like the peace of mind that comes with a guaranteed income for life, a lifetime annuity might be right for you.
