Personal Tools & Downloads

Please feel free to use any of these provided tools and downloads to assist with your personal wealth calculations and requests.

Note: While some of these tools may provide good financial insights, it in no way constitutes sufficient or legal financial advice. Please contact us for your bespoke financial analysis.

These listed items are provided free for public use, but more information, tools and assistants are available when you log-in to your RIFIN portal. All direct clients of RIFIN, or of one of our partner FSP's, have a personal portal with full access to all Financial tools and information. Contact us to learn more....

 

  • Investment Calculator

    How much money will my Investments really make?

    Description:    

    Use the Investment Calculator to follow the projected compound growth of a principal amount (lump-sum), monthly contribution (aggregate) or combination thereof, over any number of years. Understand the expected growth ratio in relation to inflation and the effect of Investment fees.

      Open RIFIN Calculator...

  • Loan Calculator

    How much money will my Loan really cost?

    Description:    

    Use the Loan Calculator to follow the projected depletion of the outstanding loan and interest amounts over time for any principal loan amount and period.

    Open RIFIN Calculator...
  • Medical Aid Questionnaire

    How can I easily submit my Medical Aid requirements and information?

    Description:    

    Download, complete and send this standard form to easily share all the base information needed in a standard Medical Aid application.

      Open PDF File ...

  • Financial Analysis Authorisation

    How do I authorize RIFIN to obtain my Investment/Insurance/Medical product information for further financial analysis?

    Description:    

    Download, complete and send us this form to authorize RIFIN to obtain any current financial products (from those product providers) for use in analyzing your current financial position and advise whether it is in line, or assist to bring it in line, with your future financial needs.

      Open PDF File ...

  • Appointment of Financial Service Provider

    How do I appoint RIFIN as my Financial Advisor and/or Service Provider?

    Description:    

    Download, complete and send us this form below to appoint RIFIN as a Financial Advisor to allow us to render the best legal and sound financial advice along with best-suited financial products to achieve your future financial freedom, hopes and dreams.

      Open PDF File ...

  • Last Will and Testament Application

    Apply for Last Will & Testament preparation and execution with RIFIN.

    Description:    

    Download, complete and send us this form below to request RIFIN advice on your Last Will & Testament with suggestion of course of action and execution strategies.

      Open PDF File ...