Investment Advice
Commrisk Life (Pty) Ltd specialises in investment advice, extending to guaranteed endowments, personal off-shore portfolios, unit trusts and retirement planning.
We are known and trusted for ethical, objective and sincere advice and guidance, rooted in the principles of the Financial Planning Institute.
6-step financial process:
As a member of the Financial Planning Institute, we use its 6-step financial process:
1.
Establish and define a professional relationship.
2.
Gather data, which includes information about goals.
3.
Analyse and evaluate financial status.
4.
Develop and present recommendations and alternatives.
5.
Implement financial planning recommendations.
6.
Monitor and measure the implementation.