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CALCULATORS

The 4SIGHT Financial Toolbox currently consists of 5 Financial Calculators which are illustrated below. As additional calculators are developed so they will be added to the current suite without any further cost to the user. Should you have any ideas or suggestions for additions to our offering please contact us and we will try to oblige.

SYSTEM REQUIREMENTS

To run the 4SIGHT Financial Tools Suite you will require the following or better.

  • Microsoft Windows XP Home / Professional Edition w. Service Pack 2
  • 20MB of hard drive space
  • Microsoft Excel XP or above
  • Microsoft .NET Framework v2.0
CALCULATOR INFO

Comprehensive Retirement Gap Calculator

An extremely powerful and flexible tool which has been designed to help determine your retirement status and the actions required to ensure a comfortable retirement.
Not only will you be able to determine and calculate any additional capital provisions, but you will also be able to perform'what if' scenario testing by changing assumptions, varying your required retirement income or retirement age. You will also be able to determine the 'globular' rate of return required in order for you to achieve your retirement objectives.

Format: Excel Worksheet (xls)
Last Modified: 30 June 2009
SCREENSHOTS

CALCULATOR INFO

Consolidated Retirement Tool

One retirement tool which will allow you to perform one of three exercises:
Retirement Gap for people planning and providing for their retirement
About to Retire for people reiring now.
Already Retired for people that retired some while back.
The tool allows for volatility simulation and allows you to construct a portfolio of Target Return Funds.


Format:
Last Modified: 02 November 2011
CALCULATOR INFO

Disablity Needs Calculator

This simple calculator is designed to assist you in determining the amount of Disability Cover which may be effected in terms of the current LOA Limitations.

Format: Excel Worksheet (xls)
Last Modified: 30 June 2009
SCREENSHOTS

CALCULATOR INFO

Estate Analysis Calculator

A simple but powerful tool which will enable you to perform a comprehensive Estate Analysis including Estate Duty, Estate Liquidity and Estate Cash Flow Forecast. The calculator will assist in identifying any capital shorfalls in terms of Estate Liquidity and Liveable Income for the family.
You are also able to perform 'what if' scenarios where you can vary the basic assumptions such as growth rates, CPI and income levels required.

Format: Excel Worksheet (xls)
Last Modified: 14 February 2014
SCREENSHOTS

CALCULATOR INFO

Fund Library



Format:
Last Modified: 26 March 2010
CALCULATOR INFO

Portfolio Construction Tool

The beauty of this tool lies in its simplicity and functionality and the fact that it sits on top of an extremely credible, objective and reliable fund evaluation and selection process.
The tool will enable you to construct a portfolio of Unit Trusts in compliance with your risk profile and offers a selection of well researched and risk-rated funds.
The list of recommended funds is updated each quarter by Sanlam Personal Portfolios/Glacier.
The tool also offers an Asset Class Optimiser which will enable you to determine an Asset Allocation designed to achieve a specific annual investment return.
A new addition to the functionality is a tool which will enable you to view the asset allocation fund by fund as well as the asset allocation of your chosen portfolio. We have also built into the calculator a Portfolio Growth Estimator which can be used in your planning process.

Format: Excel Worksheet (xls)
Last Modified: 13 March 2014
SCREENSHOTS

CALCULATOR INFO

Projected Value Calculator

Prepare a document reflecting the projected values for a new investment.

Format:
Last Modified: 18 July 2009
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