Our Services

Some of the products we review and arrange

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Pensions

We offer transparent, cost-effective, secure, self-directed pension structures that are not tied to any one product provider. We are particularly sensitive to cost and our research shows significant savings using our recommended product structures.

Investments

We avoid high commission products and help clients avoid unnecessary taxes by recommending appropriate products. We have significant research resources available to our clients.

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TOOLS WE USE

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CFAR – Comprehensive
Financial Analysis Report

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Extensive Market
Research Capability

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Value Enhanced
Products

When providing advice, MacCourt Financial Planning does not consider the adverse impacts of investment decisions on sustainability. We will review this approach on an annual basis in March.

FIND OUT MORE

Learn more about our tailored CFAR™ reporting system

CFAR