The OBT Financial Group's origins are in a country based accountancy practice in Gatton, with client's needs at its' heart and since 2007 have extended there services by opening a practice on Bribie Island.   

The partners have carefully considered what their clients are striving for, and how they can, as 'trusted financial advisors and service providers' help clients to achieve their goals.

What is evident for all client's, is that their efforts to increase profits and incomes are for the same common purpose, achieving personal financial security.

Benefits of being an OBT Client

As an OBT client, you are very important to us, as these client testimonials confirm:

• "Everyone is genuinely caring and friendly"
• "Always have a can-do attitude"
• "Professional and trustworthy"
• "Always available when I need them"
• "Value for money"
• "Have made a huge difference to my business"

An as OBT Client, you will be assigned a dedicated client manager, who will:

• Care about your life's challenges and successes
• Direct you in every possible way to improving your financial position
• Take personal responsibility for ensuring OBT's 'duty of care' to you.

Additional benefits are...

• Access to resources and specialists
• Membership access to all the resources on our Web Site
• Regular updates of useful information
• Availability of our 'client care programmes' including 'High Care', and 'Monitoring' and 'Maintenance'.