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

Downloads

Viewers

Adobe PDF Viewer

MS PowerPoint Viewer

MS Word Viewer

MS Excel Viewer

CFAR Profile

Download the CFAR Profile Input Sheet Here



Forms

Authority for MacCourt Financial Planning to obtain product information (not a transfer of agency)
(Adobe Acrobat PDF, 4Kb)

Transfer of Agency Form
(Adobe Acrobat PDF, 4Kb)

Generic Encashment Request Form
(Microsoft Word, 31Kb)

Nomination Form or Letter of Wishes
(Adobe Acrobat PDF, 10Kb)




Presentations

Corporate Profile
(Microsoft PowerPoint, 179Kb)
Download PowerPoint Viewer [Here]



Financial Templates

Salary Averaging Calculator
(Microsoft Excel, 47 Kb)


Geared property investment cashflow comparison
(Microsoft Excel, 27 Kb)

Compares the cash flow profit on Irish residential property to European commercial property

Budget planner - income needs
(Microsoft Excel, 24 Kb)

This covers day to day living expenses as well as retirement income expenses

 

 

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.
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