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.
If you’d like the peace of mind that comes with a guaranteed income for life, a lifetime annuity might be right for you.
Are you an investor or a speculator?
Many investors use a consistent, long-term strategy to build a more secure financial future through steady purchases of well-diversified investments. Most people would probably say they are investors, but the question is not so easily answered.
When did you last increase your prices?
We stress how pricing is a critical component of a profitable business and the numbers to track while improving profitability.
Will you be comfortable with comfortable
If you’re older and not where you want to be in the quest for a comfortable retirement, it’s not too late. Take a look at these 5 steps to take action.
Tracking sales and revenue
Learn how to track sales opportunities so you can predict new revenue that may come into your business.
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.
Stay close to your numbers
Find out how having a better understanding of your numbers helps you to make better business decisions.
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.
Financial advice close to hand
Read why, for Plainland retirees Barry and Gail, having Financial Planners who are nearby and invested in their affairs is important.
3 Customer loyalty tips
Understanding what your customers really think about your business could be the difference between them staying or leaving for a competitor. Find out how to get feedback and create loyal customers.
