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Contact information

 
 
021-530 8500
 
5 Long Place, Pinelands, Cape Town, 7405
 
https://www.crue.co.za

About

Craig Torr read for his B.Comm degree at Nelson Mandela University. He is a Certified Financial Planning® professional and is passionate about helping clients create sustainable wealth. Craig is a founding director and shareholder of Crue Invest (Pty) Ltd which he started in 2004 together with his wife, Sue. They have grown the business organically into the niche financial planning practice that it is today.

Company info

Crue Invest is a fiercely independent, niche financial planning practice based in Pinelands, Cape Town. Crue Invest is one of only 14 companies that hold the FPI Approved Professional Practice™ accreditation. This accolade recognises that the practice meets the highest ethical standards in pursuance of the financial planning profession. It also reinforces that Crue Invest’s standards in terms of knowledge, expertise and ethical conduct are amongst the best in the country. 100% of the company’s advisers hold the CFP® designation. Crue Invest is a fee-based practice that aims to form life-long parterships with clients to create and protect their wealth.

Craig on Moneyweb

BGR 58, GN 18, retirement annuities, Sars

Can I borrow funds from my RA to renovate an unbonded property?

12 Apr 2022
The only time you can access these funds before reaching age 55 is in the case of ill-health or financial emigration. ...

Financial infidelity: Why it happens, and how to recover

4 Mar 2022
Craig Torr of Crue Invest says communication is key to avoiding and recovering from financial cheating. ...
Long Covid-19 insurance claims, long covid, insurance claims

Can you take out insurance on someone else for the purpose of buying items from the estate?

8 Dec 2021
You will need to first establish if an insurable interest exists between yourself and the life assured. ...

How do you save for retirement as a stay-at-home parent?

22 Oct 2021    1
Craig Torr of Crue Invest discusses how soon-to-be stay-at-home parents should handle their retirement savings when resigning, whether the family budget should factor in the parent’s retirement fund ...

How to invest for your child’s education and starter investments

17 Sep 2021    3
Craig Torr, CFP at Crue Invest, discusses how much you need to save for your child’s secondary and tertiary education, the best product to achieve this, how to save for a nest egg to set them up and ...

Can I claim from the Guardian’s Fund at 18?

26 Aug 2021
Once a beneficiary has reached the age of majority, they are able to claim the invested money as well as the accrued interest. ...

Can I draw three months’ payment in a month from my living annuity?

29 Jul 2021    2
Since this is the anniversary month of your annuity you can elect for the drawdown to be paid annually, which would provide you with the liquidity you need – but there are a few things to be aware o ...

Why can I not make a charity a beneficiary of my retirement annuity?

1 Jun 2021    1
Primarily because the Pension Funds Act requires that the death benefit be paid to your financial dependants. ...

No tax relief for voluntary payments to German social pension: was this right?

5 May 2021    4
It would make no sense for Sars to provide tax relief for contributions to a retirement fund registered outside of the country. ...

Is it wise to invest in property before emigrating?

18 Mar 2021    12
It is not advisable to tie your capital into South African property as you will need as much liquid capital as possible when emigrating. ...

Can I borrow against my paid-up home?

2 Mar 2021    2
While you are able to apply to borrow against your property, there are dangers in doing so. ...

I’m under debt review. Can I withdraw cash from my pension to buy a house?

18 Dec 2020    2
The only time you may access these funds is if you leave your employer. ...

How do I change my marriage contract from in-community to antenuptial?

11 Nov 2020    6
A notarial contract, once registered at the Deeds Office, will have the effect of an antenuptial contract. ...
Long Covid-19 insurance claims, long covid, insurance claims

Can we get one life policy to cover a lender and a shareholder?

5 Oct 2020
Such policies are generally taken out between spouses and not found in a business environment – and there is generally no cost benefit compared with taking out separate policies on each life. ...

Are provident fund transfers restricted when changing jobs?

22 Jul 2020
You may move your provident fund but it's important to understand all the options available before making any decisions. ...

What is the maximum I can increase my monthly pension payout to?

1 Jul 2020
The living annuity drawdown rules have been temporarily relaxed, allowing annuitants to adjust their drawdown rates to between 0.5% and 20% until September 30. ...

Should I withdraw my investments to invest in RSA retail savings bonds?

3 Jun 2020
You may find that your asset allocation in your current unit trust is appropriate to support your long-term needs. ...

Was the tax calculation on my pension withdrawal correct?

21 May 2020
You need to determine whether you've made any previous withdrawals that would have impacted how you've been taxed. ...

How should I tackle divorce debt on my pension fund?

12 May 2020
It is important to have a holistic view of your entire balance sheet before making a decision. ...

Which loan is best for home renovations?

30 Apr 2020
The choice will be driven by several factors. ...

Can I claim back for tax on my RA payout?

6 Mar 2020
No contributions to any tax-deductible investment product can result in you receiving tax back from Sars. ...

Do the default regulations allow me to transfer my pension fund?

24 Jul 2019
Yes – but consider investment fees, fund performance, risk tolerance and investment horizon. ...

Is it worth getting a loan in order to invest?

26 Jun 2019
A preferable solution would be to invest a monthly amount into a unit trust portfolio or your retirement fund. ...

Clients take money offshore for the wrong reasons

28 May 2019    1
Craig Torr, founding member of Crue Invest, on providing advice in the current environment. ...
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Craig's views

Long-term investing: Don’t let your emotions be a compass

24 May 2022
Exploring seven emotional biases and how they can wreak havoc on one’s investment portfolio. ...

Protecting yourself financially against future ill-health

19 May 2022
When it comes to providing for future healthcare costs, there is, unfortunately, no silver bullet. ...

15 things to know about offshore investing

9 May 2022
There are now very few barriers to entry for those wishing to externalise their funds. ...

What to consider when determining your retirement cash flow needs

3 May 2022
If you underestimate your post-retirement expenditure, you run the risk of running out of capital during your retirement years. ...

Your debt and what it means in your portfolio

28 Apr 2022
Unpacking the different types of debt, how it affects your credit score, effective methods of debt reduction, and how to manage your debt efficiently. ...

Your financial affairs: Five pieces of legislation you need to know about

21 Apr 2022
Managing your financial affairs is as much about grasping the numbers as it is about understanding the applicable legislation. ...

Preparing to draft your will: Some important considerations

8 Apr 2022
While you may be tempted to go the DIY route because your affairs are what you consider ‘simple’, think twice before putting pen to paper. ...

Financial infidelity: Big little lies

29 Mar 2022
Exploring the devastating consequences of financial infidelity, what causes it, and how to protect your relationship against it. ...

Facing a retrenchment: Your questions answered

22 Mar 2022
It’s important to fully understand the process, your rights, and the financial implications going forward. ...

A financial health check: Ask yourself the hard questions

17 Mar 2022
Conducting a regular financial health check should trigger an early warning system should any vital signs appear compromised. ...

The power of asking ‘what if’?

7 Mar 2022
Using scenario planning techniques as a way of visualising potential eventualities that may arise can help you put mechanisms in place to mitigate against them. ...

Questions to consider before you start investing

1 Mar 2022
Understanding your reasons for investing, what you hope to achieve with your wealth, and how your investment fits into your overall financial portfolio are critical for success. ...

What to consider before registering an inter vivos trust

23 Feb 2022
This area of planning should ideally be undertaken with guidance and advice from a fiduciary expert. ...

First meeting with a financial advisor? Here’s what to ask

16 Feb 2022
When looking for a financial advisor, you need to look further than just qualifications and experience. ...

What to consider before taking out life cover

8 Feb 2022
It is important to be absolutely clear on the reasons for putting the cover in place. ...

8 reasons to set up a TFSA before the end of February 2022

4 Feb 2022
TFSAs still provide investors with significant tax benefits. ...

What to consider when determining your retirement income

27 Jan 2022
A retirement plan is only as robust as the accuracy of the underlying assumptions, and one of the most important assumptions to get right is the determination of post-retirement income. While there ar ...

Nine things you may not know about retirement annuities

17 Jan 2022
A look at some lesser-known details and benefits about RAs that all investors should know about. ...

What does a power of attorney over your financial affairs entail?

7 Dec 2021
Exploring the different types of powers of attorney, when they can be used, and the financial implications of putting one in place. ...

Your living will: Everything you need to know

29 Nov 2021
It is essential to understand the role that your living will plays, its enforceability, and the extent to which your wishes can be expressed therein. ...

Financial planning advice for diabetics

24 Nov 2021
The high cost of living with diabetes typically extends beyond healthcare-related costs. ...

Questions to ask your parents about their retirement plan

15 Nov 2021
Opening channels of communication with your parents to allow for discussions around their retirement plan may help to avoid unpleasant surprises later on. ...

Before getting married: Financial conversations to be had

10 Nov 2021
Setting time aside before the nuptials to discuss financial planning in the context of your married life can be empowering and unifying. ...

Waiting to save: The cost of delaying your retirement funding

2 Nov 2021    2
A look at scenarios that demonstrate the cost of delaying your investment journey. ...

These mistakes that can set you back financially

29 Oct 2021
Financial mistakes can slow down the process of wealth creation. ...

Know how your investments will be taxed

11 Oct 2021    3
Because the amount of tax you pay reduces your investment returns, it is essential to understand in advance how you will be taxed. ...

Reviewing your financial plan: 20 circumstances which may necessitate a review

6 Oct 2021
With today being World Financial Planning Day, now is an opportune time to review your financial plan. A financial plan is a living, fluid document that should be sufficiently flexible to change and a ...

What to consider before taking out dread disease cover

21 Sep 2021    1
Due to the high prevalence of dread diseases, fear can result in a disproportionate spend on this benefit relative to death and disability cover. ...

10 compelling reasons to review your will

14 Sep 2021
As one of the most important documents a person will ever sign, a will deserves careful and regular attention. ...

Different types of wills and why you may need them

8 Sep 2021
A look at what form the documents should take, who should help draft them, and what special considerations should be kept in mind when putting the documents together. ...

The role of long-term insurance through your lifetime

2 Sep 2021
How various long-term insurance products can be used in each life stage to achieve optimal results. ...

15 common mistakes made by first-time property buyers

24 Aug 2021    3
And some advice on how to avoid them. ...

Retirement: Healthcare cover is more important now than ever before

16 Aug 2021
Many diseases and chronic conditions are a function of ageing, and your fortunate good health in the years leading up to retirement is not guaranteed to continue as you grow older. ...

The single mother’s guide to financial planning

12 Aug 2021
Concrete steps that single mothers can take to fortify their financial positions. ...

These things can leave women financially vulnerable

5 Aug 2021
While women tend to be better investors which sets them up well for the future, there are certain things that can weaken women’s financial positions. ...

Raising your children to have a healthy relationship with money

26 Jul 2021    4
Through our words and actions, we can provide our kids with a better chance of developing a positive connection with money. ...

Planning for a modern retirement

19 Jul 2021    1
Today’s retirement bears very little resemblance to a retirement of even 20 years ago. Not only is the retirement funding industry significantly more complex, but increased human longevity has made ...

The A-Z of estate planning

14 Jul 2021
A look at the wide range of terms that are regularly used in this specialist field of financial planning. ...

How to choose the most appropriate savings vehicle for your needs

5 Jul 2021
A look at seven vehicles you can use to house your savings, how to use them effectively. ...

Generational wealth planning: A family affair

29 Jun 2021
The success of generational wealth planning is dependent on honest and transparent communication across generations, while at the same time ensuring that family relations are protected, respected, and ...

The importance of risk cover and mitigating risk when planning for retirement

22 Jun 2021
Your ability to consistently generate an income over a long period of time is the mechanism upon which your future wealth will be built. ...

The far-reaching consequences of dying without a will

15 Jun 2021    1
Without a valid will, your estate will be distributed to your closest relatives in a pre-determined order which could result in family members unduly benefitting from your estate. ...

Life stage financial planning

9 Jun 2021
As one moves from one life stage to the next, certain aspects of one’s financial planning may become more focal or intensified. ...

How to catch up your retirement savings

31 May 2021
If you know you are behind in your retirement savings, the worst thing you can do is nothing. ...

What to consider before accepting a job offer

27 May 2021
Many seemingly unrelated factors, such as the location of your job, the company’s culture, or its staff retention, may inadvertently have a financial impact on you. ...

The real cost of buying a bigger home

17 May 2021    1
A more expensive home means higher monthly bond repayments, added responsibility, and a layer of other costs that need to be accounted for. ...

Money market funds and accounts: Different in nature and purpose

11 May 2021
Both Money Market Accounts and Money Market Funds are designed to house funds earmarked for shorter-term use. ...

The accrual system: Death of a spouse

4 May 2021
Many couples fail to consider how the accrual calculation impacts their estate plan, often with devastating consequences. ...

Developing a healthy savings mentality

28 Apr 2021    1
Saving is a habit that you can develop over time with a bit of effort, discipline and commitment. ...

Ask yourself these questions before you retire

20 Apr 2021
Retirement is an entire life stage that needs to carefully planned for, taking into account financial, logistical, emotional and psychological factors. ...

Retirement’s top 10 stress factors

15 Apr 2021
And how to deal with them. ...

Mental or intellectual impairment: When to appoint an administrator

8 Apr 2021
And the process of appointing an administrator to manage your loved one’s financial affairs. ...

Planning to retire early

29 Mar 2021    1
Here’s what to consider. ...

A pyramid scheme by any other shape

23 Mar 2021    4
Many schemes go to great lengths to avoid being identified as pyramid schemes by using circular or floral diagrams in their marketing material. ...

Financial planning for mixed age marriages

15 Mar 2021
Large age gap marriages have a greater chance of failing because each spouse is generally at a different life stage. ...

End-of-life financial planning

8 Mar 2021
Leaving your affairs inadequately attended to can cause further emotional stress for your loved ones. ...

Compelling reasons for divorce financial planning

1 Mar 2021
There are a number of critical financial decisions that you will need to take as part of the divorce process. ...

Your first job: key financial steps to take

25 Feb 2021
Take time at the outset of your career to ensure your financial path forward is a secure one. ...

When your spouse has dementia

16 Feb 2021
Planning for loss of mental capacity. ...

Re-evaluating the costs of education in the face of a pandemic

8 Feb 2021
Exploring the costs of the various schooling options available for parents. ...

The A-Zs of retirement annuities

4 Feb 2021    1
Helping you navigate the minefield of this retirement product. ...

10 things that can rob you of your financial peace of mind

25 Jan 2021
Numerous studies have demonstrated a cyclical link between financial worries and mental health problems. ...

Setting up a business: sole proprietorship, partnership, or private company?

21 Jan 2021    1
What to consider when selecting the most appropriate structure for your new business. ...

Buy and sell insurance as a funding mechanism for succession

11 Jan 2021
Buy & sell insurance helps ensure the smooth transfer of shareholding in the event of the death, disability, or severe illness of one of the shareholders. ...

Trusts: technical terms explained

14 Dec 2020
Trust are a technical area of financial planning and should ideally be navigated with guidance from an estate planning expert. ...

Why and how to support local businesses this festive season

8 Dec 2020    1
SMEs play a vital role in creating employment and growth. ...

The practical workings of testamentary trusts

3 Dec 2020
What legal principles apply to testamentary trusts, how do they practically come into existence, and how are they terminated? ...

Considering being a stay-at-home parent?

23 Nov 2020
Here’s what to take into account... ...

Financial planning for independent contractors and gig workers

16 Nov 2020
Gig workers have little employee protection and employee benefits, making financial planning an imperative for them. ...

The process of financial emigration

9 Nov 2020    1
Financial emigration should not be confused with emigration and it is important to understand the difference at the outset. ...

What to consider when choosing an annuity income

2 Nov 2020
Selecting the most appropriate annuity for your personal circumstances can be challenging. ...

Famous last words: is your will valid?

27 Oct 2020
How to reduce uncertainty when it comes to documenting your last words.  ...

Marriage out of community without the accrual: what is it and what are the implications?

20 Oct 2020
This marriage regime may be a good fit for couples getting remarried later in life. ...

Don’t let technical jargon stop you from your investment journey

13 Oct 2020
Eleven investment terms explained. ...

Financial infidelity takes many shapes and forms

5 Oct 2020
This behaviour can destroy trust in a relationship and have long-term detrimental effects for a couple. ...

Investing: Don’t succumb to your emotional biases

1 Oct 2020
Rather than live with the regret of following a particular course of action, some investors err on the side of doing nothing at all. ...

What happens to your debt when you die?

28 Sep 2020    1
Failure to make provision for your debt in your estate plan can leave your loved ones financially compromised. ...

10 ways to ensure your children have a healthy relationship with money

21 Sep 2020    1
A good relationship with money will set them on the path to financial prosperity. ...

The 7 Ds of financial planning

15 Sep 2020
And how they apply to your financial planning journey.  ...

Six major stress factors in retirement

7 Sep 2020    3
And how you can reduce anxiety through effective retirement planning. ...

Answers to your frequently asked questions about retrenchment

31 Aug 2020
What to consider when going through retrenchment. ...

Seek financial planning advice before signing divorce settlement agreement

24 Aug 2020
There are a number of considerations that need to be taken into account, some of which are highly technical and may require the advice of an experienced advisor. ...

Planning in a pandemic

17 Aug 2020
Getting your affairs in order to be better prepared for the next crisis. ...

Planning for those with disabilities

11 Aug 2020
Special trusts are excellent planning tools when it comes to providing for those with disabilities. ...

Bequeathing immovable property: What you need to know

3 Aug 2020    1
To ensure the smooth transfer of the property after your death, ensure that your will remains updated and that you keep up-to-date records of crucial documents. ...

Financial mistakes to avoid in divorce

30 Jul 2020    1
If you don’t fully understand your rights you may financially compromise yourself. ...

Steps to take before drafting a will

20 Jul 2020    3
Drafting a will requires the drafter to give careful thought to a number of important issues. ...

Financial planning for blended families

13 Jul 2020
Financial planning has had to evolve to cater to more diverse, and often complex, family structures. ...

Financial planning for the stay-at-home spouse

7 Jul 2020
The couple should decide at the outset how the household budget and money management will operate so as to avoid tensions and dispute. ...

How to spot an investment scam

29 Jun 2020
Steps you can take to verify any potential investment. ...

Seven habits of the financially independent

22 Jun 2020
Financially independent people exercise consistently sound decision-making by consulting widely. ...

Divorce: Important financial considerations

18 Jun 2020
Before signing a divorce settlement, be sure to get an independent advisor to prepare a comprehensive financial plan based on the terms of the settlement. ...

Estate planning: The role of your executor

9 Jun 2020
You need to appoint someone with the right set of skills to ensure that the process runs as smoothly as possible. ...

The costs of caring for an aged parent

2 Jun 2020
Providing for the daily living and medical costs of your elderly parent – whether part or in full – can be enormously expensive. ...

How your marital regime affects your estate planning

26 May 2020
Your will needs to align with the rights and obligations that flow as a consequence of your marriage. ...

What has the coronavirus exposed about our finances?

18 May 2020
When it comes to laying bare the faults in our finances, the coronavirus pandemic has been particularly ruthless. ...

Critical financial questions currently being asked

13 May 2020
Should you can your medical aid, withdraw from your investments or stop contributions to your RA? ...

FAQ about wills, living wills and powers of attorney

11 May 2020
All you need to know if you’re contemplating updating your will, signing a living will or a power of attorney. ...

Planning your affairs: Simplicity, clarity and detail are important

5 May 2020
The more complicated you make your will, the greater the risk of errors, misinterpretation and unintended consequences. ...

How will we plan differently after Covid-19?

29 Apr 2020
Covid-19 has created a resounding case for having a well-diversified, long-term investment strategy. ...

Homeschooling: Ensure financial literacy is in your lockdown curriculum

20 Apr 2020
Lockdown provides the perfect opportunity to use every day, teachable moments to enhance our children’s financial literacy. ...

Recalibrating your budget during the coronavirus pandemic

17 Apr 2020
Err on the side of caution and create a six-month survival budget. ...

Covid-19: A case for couples to engage in joint financial planning

15 Apr 2020
If you do not have insight into each other’s financial affairs, a medical emergency or tragedy can blindside you financially. ...

Lessons from lockdown: What we’ve learnt about money

6 Apr 2020
What we previously thought of as basic necessities may now be regarded as luxuries. ...

Financial readiness in a healthcare emergency

31 Mar 2020
Just how prepared are you? ...

Coronavirus: strengthening your financial position in times of crisis

19 Mar 2020
Now is not the time to panic, but it is the time to act decisively. ...

Greed and fear: The enemies of your retirement plan

17 Mar 2020
Many investors succumb to greed and fear by trying to time the markets. ...

Life rights retirement villages: An investment in lifestyle

10 Mar 2020
Weighing the advantages and disadvantages of these retirement villages. ...

Why couples fight about money

3 Mar 2020
And how to resolve the conflict. ...

The lean years: Navigating your finances in your 40s

24 Feb 2020
16 things you need to consider in this decade. ...

Emigration: The costs of leaving South Africa

17 Feb 2020
18 not-so-obvious costs that you may want to consider before deciding on emigration. ...

Financial mistakes to avoid in your 50s

4 Feb 2020
With only a few years left before retirement, now is not the time to make financial errors. ...

Things you may wish you knew sooner about money

28 Jan 2020
Having debt can keep you awake at night, regardless of whether it's the good or bad kind. ...

Making sense of tax-free savings accounts

21 Jan 2020
A TFSA should be viewed as a long-term savings vehicle. ...

Retirement annuities: Tax-efficient, long-term investment vehicles

15 Jan 2020
RAs are exempt from tax on dividends and interest, and no capital gains tax is paid on investment growth. ...

An ongoing process: Teaching teenagers the value of money

3 Jan 2020
Teaching financial responsibility is one of the most important gifts you can give your teenager. ...

New Year’s resolutions worth considering

27 Dec 2019
Start the decade with some new financial goals. ...

8 gifts to give your children this festive season

17 Dec 2019
Gifts that money can't buy. ...

More than just piggy banks: Raising financially responsible children

9 Dec 2019
30 money lessons your child can benefit from. ...

Competing priorities: Financial advice for the sandwich generation

3 Dec 2019
Tips for those feeling trapped by the demands of multiple generations. ...

What’s the best financial advice you’ve ever been given?

25 Nov 2019
25 pearls of financial wisdom. ...

Christmas gifts for a prosperous new year

18 Nov 2019
Eight gift ideas that will have a positive influence on the receiver's financial life. ...

Direct your spend towards boosting the local economy this festive season

12 Nov 2019
10 ideas on how to spend your rands to help boost our local economy. ...

Black Friday: Buying all the things you didn’t know you needed

4 Nov 2019
Are we becoming slaves to an endless supply of created needs? ...

Balance your year-end budget

29 Oct 2019
10 tips to ensure that your budget doesn’t go on holiday this festive season. ...

Financial decisions that may come back to haunt you

24 Oct 2019
Some financial decisions can have far-reaching repercussions. ...

Understanding investment biases

21 Oct 2019
Cognitive and emotional biases may result in poor investment decisions. ...

What makes us spend too much?

14 Oct 2019
In a world of infinite choice, accepting that we can have anything we want but not everything we want can be tough. ...

Busting financial-planning jargon

10 Oct 2019
Various funds, policies, benefits and taxes explained. ...

Unseen threats to your retirement plan

7 Oct 2019
One of the single biggest threats to a couple’s retirement funding is adult children who continually ask to borrow money. ...

Ten habits of financially-independent people

2 Oct 2019
The role of human emotions in the context of financial planning should never be under-estimated. ...

Teaching our children about money

30 Sep 2019
Preparing one’s children for the responsibilities that come with adulthood is no easy task, especially when it comes to money management and personal finances. There is no doubt that a solid foundat ...

Robo versus human advisors

26 Sep 2019
Robo-advice can be a cost-effective way to invest if you know what you're paying for and what to expect in return. ...

Key steps to achieving financial freedom

25 Sep 2019
A look at the key milestones on this path. ...

What retirees worry about most

23 Sep 2019
Formal retirement has been identified as the tenth most stressful life event. ...

Planning for when you cannot speak for yourself

17 Sep 2019
An advance healthcare directive can be a particularly valuable document for families. ...

Useful estate planning tips

16 Sep 2019
Ensure your estate is would up quickly, with as little burden on your loved ones as possible. ...

Ten rules for successful investing

12 Sep 2019
Long-term investing in a short-term world. ...

What are your chances? Understanding the need for disability cover

10 Sep 2019
South Africans are hopelessly under-insured in respect of disability. ...

Age-appropriate money lessons for children

5 Sep 2019
Talking openly and honestly with children about money removes the mystery and makes money management part of everyday life. ...

Shake up your finances this spring

27 Aug 2019
Saving money will allow you to boost your investments, so it's worth the effort. ...

How to raise entrepreneurial children

22 Aug 2019
Fostering entrepreneurial skills at home means encouraging curiosity, independence and a willingness to figure things out on one’s own. ...

Retirement funding: what retirees regret most

19 Aug 2019
A huge regret by many is not having preserved their retirement funds when changing jobs or moving between employers. ...

What children’s books can teach us about money

14 Aug 2019
'If more of us valued food and cheer and song above hoarded gold, it would be a merrier world' - The Hobbit. ...

Financial advice to my 25-year-old self

7 Aug 2019
Wealth is built slowly and deliberately, and has very little to do with the size of your first pay cheque. ...

The gender retirement gap

29 Jul 2019
A look at effective steps women can take to contain the seemingly-insurmountable gap. ...

Ten timeless money habits

22 Jul 2019
Living within your means is one of the most important financial concepts to understand, if you want to get ahead. ...

How we can all take #actionagainstpoverty this Mandela Day

18 Jul 2019
A lack of financial literacy and poor access to financial information results in many people owing large amounts of debt and making poor financial decisions. ...

9 reasons to engage the services of a financial planner

9 Jul 2019
As an independent and educated gauge, your advisor fulfils the important, and often indispensable, role of financial touchstone. ...

Financial considerations on divorce

19 Jun 2019
Twenty financial planning aspects to work through. ...

Ten life events that your adviser can guide you through

5 Jun 2019
When life happens: almost every significant life event has financial, tax or legal implications. ...

Choosing your retirement home

30 May 2019
Many retirees find themselves torn between buying section title, investing in a share block scheme or securing life rights to a unit. ...

You, me and money

29 May 2019
12 tips to making money work in your relationship. ...

It matters how you’re married

16 May 2019
Pros and cons of marriage in- and out of community of property. ...

Are you prepared for a financial ‘blackout’?

12 Apr 2019
While you can't cover every curveball, it's worth planning for these five eventualities. ...
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