CFAR

Comprehensive Financial Analysis Report

The CFAR™ reporting system is unique to and designed by MacCourt Financial Planning. The CFAR™ is constantly updated to reflect changes in tax, legislation and the marketplace. Reports can be provided instantly – at first meeting – reducing time requirements for analysis which reduces costs.

 

The CFAR™ is an award winning software program developed over the last 20 years by Gervase MacCourt

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Features

  1. Cash flow evaluation in retirement, including:
  • Private pensions
  • Personal investments
  • Occupational pensions
  • State pension
  • Rental income

Cash flow evaluation includes stress testing future budget plans against current pensions / investments. Tax calculations are included in the CFAR to identify net sustainable income in retirement.

  1. Overall portfolio risk evaluation and rebalancing recommendations. Aligning investment profile with clients financial profile / experience / risk profiling.
  2. Technical Pensions analysis. Funding tests, optimising use of tax exemptions.
  3. Property portfolio cashflow analysis. Including loan stress tests, where appropriate

Customised to Your Needs

The CFAR system provides instant detailed client reports in minutes. Reporting is modular based, allowing for production of reports tailored to each clients individual financial circumstances.

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Consistently updated to take economic changes into account

The CFAR system incorporates leading third-party independent research on investment return projections, regular updates reflecting changes in Irish tax or pensions law, and quarterly updates on investment performance.

Modules

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Summary of
overall assets

An overview of where wealth / assets are held

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Personal
investment portfolio

Summary of personal financial assets and associated risk profile

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Cash flow in Retirement projections

Detailed analysis of cash flow in retirement, reflecting Irish tax rates and projected long term investment returns

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Pension
funding

 Identifies Revenue maximum funding allowance

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Research modules

 Research on charges, investment strategy, tax rates, product structures

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Estate
valuation

 Summary calculations of inheritance tax liability for estate beneficiaries