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.
Even though the investment principles we run on are simple, they aren’t always easy to understand and accept. Here are some of the objections we commonly encounter.
Investing with confidence
When it comes to investing for a comfortable retirement, could you be your own worst enemy? Here’s how your unconscious fears and biases could impact your financial decision-making – and what you can do to keep them in control.
Managing Cash Flow through Scenario Planning
How are you forecasting cash flow in these uncertain times? Scenario planning can help you strategise about your future and make better decisions. Not sure where to start? Read below!
Active asset allocation
Normally you wouldn’t draw many similarities between a nutritionist, a balanced diet and a fund manager. However, we have some food for thought.
Big Tech’s market might in five charts
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.
