Market Wrap

Each month we publish Market Wrap, a summary of the previous month’s economic highlights. Economic Overview August 2021 There was a fair amount of scrutiny on the Jackson Hole Symposium, an annual gathering of central bank policymakers, government officials, academics and financial market participants. Specifically, investors were keen to see whether Jerome Powell, Chair of the Federal Reserve, would indicate any likely changes in US central bank policy. Powell noted that…  Read more

How Business Advisors Can Support Your Business

Operating and growing a business is tough, but it can be a lot easier with a business advisor in your corner. So what exactly is a business advisor? And do you really need one? In a nutshell, a business advisor provides business owners with ideas, valuable insights, and expert business advice on how they can manage their business more effectively. They can help you solve complex issues and bridge a…  Read more

How to Build an Effective Financial Plan for Your Business

Every business needs a financial plan. Your financial plan gives you a way to monitor and review your cash flow, make adjustments to your spending, and anticipate any upcoming financial issues. It can also make you more prepared to request funding or find investors so you can bring more money into your business. Although many business owners are aware that financial planning is important, it is often overlooked. Without a…  Read more

Now & Next latest edition

Now & Next, the quarterly newsletter published by Count Financial, is designed to give you valuable insights into a range of different topics affecting your financial situation – both now and in the future. Welcome to the Winter edition… As the new financial year dawns, it’s an important time to think about your financial situation and some of the opportunities that are on the horizon. We can work with you…  Read more

5 Steps to Early Retirement

For some people, early retirement is a choice. For others, it’s a necessity. Regardless of which group you fall into, there are some steps you can take to help make early retirement a reality and live the life you dream about. 1. Know your goals Before you know exactly how much money you need to save, you need to know your goals for retirement. Do you want to live in…  Read more

Excellence in Education Award

We are delighted and very proud to share that Tracee Pang, O’Brien Financial Advisor, has been announced as the winner of the Count Financial Excellence in Education Award. In congratulating Tracee, Nellie Fung, O’Brien Director and head of Financial Planning, commented; “Tracee is a top quality financial planning team member who has helped us exceed compliance requirements and deliver high quality client service since she joined our firm in 2019.…  Read more

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