Investment Advice

Commercial Risk and Wealth (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

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.

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