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Contact information

Contact Number: 021-5308500 / 081 494 3929
 
Address: Crue House, 5 Long Place, Pinelands, 7405
 
Website: https://www.crue.co.za

About

Devon holds a B.Comm degree from the University of Cape Town and is a Certified Financial Planning® professional. He is a director and shareholder at Crue Invest (Pty) Ltd. Devon is passionate about building long-term client-advisor relationships, and helping clients grow and protect their wealth. He is also an expert in designing employee benefit solutions. He is an avid sportsman and is a member of the SA Mens’ Water Polo team.

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.

Devon ON MONEYWEB  

Which is more tax-effective: putting R1.5m in a unit trust or my access bond?

23 September 2020    2    198
A third option exists that may be the perfect solution. ...

Can I reduce my monthly bond premium instead of the repayment term?

3 September 2020    70
You can. After making your lump sum payment, inform your bank that you want your monthly premiums adjusted accordingly. ...

When I die, will stocks held in a US stock exchange through a UK bank be regarded as US or UK assets?

12 August 2020    57
The location of the asset, not the stockbroking account, is what counts. ...

How is tax calculated when you sell foreign ETFs?

25 June 2020    45
There have been no major changes to the Income Tax Act since 2015, except for amendments to include rates and exemption levels of certain taxes. ...

How do I finance a property I technically own?

2 June 2020    119
A secured loan may be the option for you. ...

How can I incentivise clients without affecting cash flow?

19 May 2020    4
While rewarding clients who are keeping your business afloat is great, you should not commit to negative cash flows in the future. ...

My investment has lost R250k. How can I avoid more losses?

29 April 2020    182
Your decision to withdraw from your RA should not be based solely on the drop in your investment value or the returns promised by a fixed deposit. ...

Can I switch unit trusts without incurring CGT?

10 March 2020    51
It is important to differentiate between a compulsory unit trust investment and a discretionary unit trust investment. ...

Should I take up government’s early retirement offer?

30 August 2019    458
A major concern when considering an annuity income relates to the growth rate assumptions. ...

‘Women make better investors’

2 August 2019    4    47
Crue Invest's Devon Card on women's wealth-building challenges, retirement savings, employees pension funds and building emergency funds. ...

How do I become debt-free?

19 July 2019    57
If the interest rate on your car loan is higher than that of your home loan, consider using your access bond to pay off your vehicle in full. ...
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Devon's VIEWS  

Updating your financial plan after marriage

15 October 2020    34
Practical steps couples can take to create structure and fairness when it comes to marital finances. ...

Different retirement funding vehicles and how they work

8 October 2020    68
A look at the rules for withdrawals, early termination and transfer. ...

Estate planning: understanding the technical jargon

22 September 2020    1    57
Examining the more commonly used phrases and terms in estate planning. ...

In-fund annuities: what you need to know

1 September 2020    58
There are many other factors to consider before opting for the in-fund option. ...

10 questions to ask before appointing a financial advisor

27 August 2020    46
Choosing the right person and advisory practice is a fairly important decision. ...

Financial recovery after divorce

12 August 2020    1    28
Steps to help you rebuild your finances as soon as possible. ...

Preservation funds: Your questions answered

6 August 2020    98
It is important to understand exactly how preservation funds work. ...

Your insurance cover: Read the fine print

28 July 2020    13
What to pay attention to when taking life cover. ...

Choose your trustees carefully

16 July 2020    115
Many people who agree to take on the role of trustee are not fully aware of their duties and obligations, nor the extent to which they can personally be held liable. ...

Investing: Focus on the fundamentals

9 July 2020    31
It is important to understand what risks you are buying into when putting your hard-earned money to work. ...

Stopped smoking? Here’s what you can save

1 July 2020    19
Your new status as a ‘non-smoker’ could result in a more favourable insurance premium, and this saving can be put to good use. ...

These cognitive biases can affect your investment decisions

23 June 2020    27
It makes sense to be aware of the biases our brains are hard-wired for. ...

Ensuring liquidity in your estate

19 June 2020    32
Four steps to follow to ensure there are no liquidity shortfalls in your estate. ...

Five financial planning tools for single parents

10 June 2020    21
Fortifying your finances as a single parent means taking all steps possible to protect your income and your child’s future. ...

Financial desperation: A breeding ground for Ponzi schemes

3 June 2020    64
As the coronavirus pandemic leaves more people in financial distress, the breeding ground for investment schemes is unfortunately fertile. ...

An income for life: Understanding living annuities

28 May 2020    123
What to consider when making this critical decision. ...

Drafting your will: Avoid confusion and invalidity

19 May 2020    73
It is important to be clear in your mind what your attentions are. ...

Choosing your annuity income

7 May 2020    99
The factors you need to consider when choosing between a life and living annuity. ...

The future cost implications of your purchases

21 April 2020    22
What you need to consider to avoid buyer's regret. ...

Coronavirus: What you need to know about accessing your investments

9 April 2020    68
If you do need to access your funds, be sure that you fully understand the tax and future consequences of doing so. ...

How to get your estate planning file in order

3 April 2020    133
This folder will help your family be prepared for any eventuality. ...

Don’t make these financial mistakes in your 20s

25 March 2020    119
Without the benefit of life experience, this decade can also be one where we make financial mistakes. ...

Eight financial solutions: do you need them?

19 March 2020    13
And how much do they cost? ...

Key retirement funding concepts

12 March 2020    97
Exploring retirement vehicles and funds and the associated legislation. ...

What causes people to make bad financial decisions?

2 March 2020    28
Seven factors that affect our decision making. ...

What is the real return of your investment property?

27 February 2020    179
Do your research so you can make an informed decision. ...

Risks to consider before investing in buy-to-let property

10 February 2020    62
Be sure you know what you are committing to financially. ...

Using retirement annuities optimally to build long-term wealth

14 January 2020    123
A look at the advantages of unit trust RAs. ...

Financial advice for new parents

5 December 2019    45
Things to consider to help keep your financial health on track after your child's birth. ...

Smart money moves for new graduates

28 November 2019    23
25 tips that will help you with 'adulting'. ...

9 investment myths worth debunking

7 November 2019    56
These myths should not prevent you from saving for your golden years. ...

Millennials require a hybrid approach to advice

31 October 2019    50
Millennials prefer an advice mix that allows them to move between technology-driven advice and human expertise. ...

What to do (and not to do) with your bonus

15 October 2019    55
A few dos and don’ts to consider before blowing your bonus. ...

Eight steps to starting your financial journey the right way

3 October 2019    71
Effective financial planning puts mechanisms in place to help you realise your goals. ...

Financial advice for young entrepreneurs

9 September 2019    64
One of the main reasons that small businesses fail is a lack of upfront and ongoing financial planning. ...

Ten things to know before you invest

29 August 2019    53
Investment markets are volatile and subject to short-term fluctuations, making timing the market incredibly difficult. ...

Two effective tools to risk-proof your business

7 August 2019    8
Business owners can use business assurance and key person insurance to proactively reduce or mitigate risks, provide liquidity and ensure smooth succession. ...

Keep financial planning on track through pregnancy and birth

1 August 2019    23
With your partner, prepare a realistic post-baby budget that covers your maternity leave period, then work out the shortfall. ...

The advantages of a retirement annuity

26 July 2019    513
Investors can save tax and, at retirement, withdraw R500 000 tax-free from their RAs. ...

Why you need an emergency fund

17 July 2019    57
Put your money in an account with an interest rate that at least matches inflation. ...

Active versus passive investing

8 July 2019    21
Each investment style has its own advantages and disadvantages, which should be considered along with costs and risk. ...
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