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.
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.
Your business dashboard
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.
