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.
How would the US market have performed without Big Tech? How do their profits compare? Our charts reveal the market dominance of the “FAMAGs”.
The real benefits to retirees of financial advice
For many, the market volatility of 2020 has been difficult to navigate. Some people only realised that they had too much exposure to risk in their investment portfolio after markets fell dramatically.
Investment options in retirement explained
Getting the balance right between a safe spending rate and having enough income to enjoy retirement takes some careful planning. Investing for a reasonable return is one approach to helping your savings go the distance.
Strategies for long-term investing
Long-term investment can be challenging. Given the inherent volatility of markets, it’s useful to remind ourselves of strategies we can utilise to meet long-term investment goals.
5 Steps to Stronger Cash Flow Management
Are you making the most of your cash resources? Carefully managing cash in your business could determine whether you sink or swim through these COVID times. Here are 5 keys to minimising risk and optimising your cash management.
Fight the flight when investing
It is absolutely important that investors avoid emotional, panicked decision making. Investors who panic sell run the risk of selling low and crystallising losses in their portfolios. Read why.
Staying on track for retirement
Regularly checking in on your retirement plan is always a sensible strategy. Keeping track of your finances becomes even more important in times of economic uncertainty. Given the changes we’ve seen due to Coronavirus, now is a good time to take a look at your retirement income plan with fresh eyes. We’ve put together a list of resources to help you.
Market volatility and how it is affecting your super
In recent weeks, investment markets around the world have continued to experience significant volatility as investors try to assess the impact of the coronavirus (COVID-19) outbreak – an event that no-one anticipated for 2020. How much of your super is invested in shares is important.
Using Data to Drive Decision-making to Build Business
Business owners often complain they lack information to make decisions, in spite of many solutions which claim to provide intelligent, customised reporting. Identifying business problems that need solutions and then the data sets which support decision-making is a better approach and we accountants can add value in this process. Read how.
What can retirees do about longevity risk?
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.
