Home
-	About Us
-	News
-	Contact Us

Services

CFAR

Downloads

Library

Links

Best Pension and Investment Advisor 2006

Winners of the MoneyMate and Investor Magazine 2006 Award for Best Pension and Investment Advisor

CFAR - Comprehensive Financial Analysis Report

The CFAR reporting system is unique to and designed by MacCourt Financial Planning. There is no comparable product in the Irish marketplace.

The CFAR is constantly updated to reflect changes in tax, legislation and the marketplace.

Reports can be provided instantly - at first meeting - so no substantial "one off" report charges.

CFAR - Modules

Summary of overall assets
Sample
Current personal investment portfolio
Sample
Sample model portfolios
Sample 1 (income) Sample 2 (growth)
Pensions audit
Sample 1 Sample 2 Sample 3 Sample 4 Sample 5 Sample 6 (ARF Drawdown)
Income from all sources
Sample 1
Estate valuation
Sample
Life assurance audit
Sample
Disability insurance audit
Sample
Summary of personal information
Sample

Contact us if you would like more information or would like to arrange a consultation.

Alternatively, you can download the CFAR input sheet directly.

CFAR System

Our Comprehensive Financial Analysis Reporting system provides personalised analysis on a wide range of financial matters including retirement planning, wealth accumulation and estate planning.
Find out what CFAR can do for you.

MacCourt Financial Planning is a member of the Irish Brokers Association

Registered in Ireland no 180774. Registered office: 46 Lower Leeson Street, Dublin 2