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.
We avoid high commission products and help clients avoid unnecessary taxes by recommending appropriate products. We have significant research resources available to our clients.
TOOLS WE USE
CFAR – Comprehensive
Financial Analysis Report
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.