CFAR
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
- 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.
- Overall portfolio risk evaluation and rebalancing recommendations. Aligning investment profile with clients financial profile / experience / risk profiling.
- Technical Pensions analysis. Funding tests, optimising use of tax exemptions.
- Property portfolio cashflow analysis. Including loan stress tests, where appropriate
Customised to Your Needs
The CFAR™ system provides detailed client reports in minutes. Reporting is modular based, allowing for production of reports tailored to each clients individual financial circumstances.
![image](https://maccourt.ie/wp-content/uploads/2018/08/image.png)
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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
![icon-1](https://maccourt.ie/wp-content/uploads/2018/08/icon-1.png)
Summary of
overall assets
An overview of where wealth / assets are held
![icon-2](https://maccourt.ie/wp-content/uploads/2018/08/icon-2.png)
Personal
investment portfolio
Summary of personal financial assets and associated risk profile
![icon-3](https://maccourt.ie/wp-content/uploads/2018/08/icon-3.png)
Cash flow in Retirement projections
Detailed analysis of cash flow in retirement, reflecting Irish tax rates and projected long term investment returns
![icon-4](https://maccourt.ie/wp-content/uploads/2018/08/icon-4.png)
Pension
funding
Identifies Revenue maximum funding allowance
![icon-5](https://maccourt.ie/wp-content/uploads/2018/08/icon-5.png)
Research modules
Research on charges, investment strategy, tax rates, product structures
![icon-6](https://maccourt.ie/wp-content/uploads/2018/08/icon-6.png)