Investments

Commrisk Life offers investment advice so that clients are able to invest funds safely and intelligently.

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.

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.
  7. Isn't this the sort of partner you can trust to invest your funds safely and intelligently?

For more information call Commrisk Life on (011) 840 7000 or lifequeries@commrisk.co.za

 

An Authorised Financial Services Provider' FSP No.13839

Fourways View Office Park, Block A, 1210 Sunset Boulevard, Lonehill Ext44, Gauteng

T   011 840 7000

E   queries@commrisk.co.za

www.commrisk.co.za

© 2015 Commrisk. All rights reserved.