Happy FY20! Running a successful small business is no small feat these days. That’s why it was exciting to celebrate a midway milestone with morning tea in the office this month. Congratulations Rodney, Brett and the whole team on OBT turning 35 years young!
Read why, for Plainland retirees Barry and Gail, having Financial Planners who are nearby and invested in their affairs is important.
Fred Wilks (centre) had been using OBT Financial Group for over 20 years for his tax. So when he found it was time to move to a more proactive financial advisor, he ran the idea by Rodney Turner who was only too happy to take care of Fred’s superannuation and personal insurance.
When Dion and Tracey learned that the newsagency in Esk was for sale, they bit the bullet and bought the business. That was in 2009 and whilst they loved the idea of tree changing and settling into a country lifestyle, right from the start they had a plan to diversify the business.
OBT Financial Group were awarded 2015 Business of the Year and Best Professional Business at the Lockyer Valley Business, Training and Apprenticeship Awards and gala dinner ceremony on Saturday 24 October at Gatton Shire Hall in front of more than 400 guests. The Lockyer Valley… Read More >>
David and Barbara Simon are directors of one of Lockyer Valley’s medium-sized vegetable growing businesses who say, “OBT listen to how we want to steer the business. It’s good that they’re interested in us and in how we’re going.” Read why.
Back to basics natural approach for future business sale strategy. Just as Anita Lyne makes it her business to nourish Gatton, Queensland with good food and wellbeing, so does OBT Financial Group make it theirs to ensure Anita’s business has all the right ingredients to run well.
Thanks to everyone who helped OBT celebrate this wonderful milestone. Directors Rodney Turner and Brett Garmeister gave moving speeches at OBT’s anniversary function held at Lockyer Valley Cultural Centre on 6 November 2014.
Centrelink are proposing changes to the way Allocated Pensions are treated under the income test for age pensions: Are you receiving an Age Pension? Do you have money invested in superannuation or allocated pension? Are you concerned about the new Age Pension Deeming Rules coming… Read More >>
As OBT’s newest accountant, Damon is in the thick of the tax season. His days are filled with completing tax returns for people from all walks of life. He is a cornerstone in OBT’s preparation of financial statements and tax returns which he does for all business types.