You are currently viewing our desktop site, do you want to visit our Mobile web app instead?
 PRINT PROFILE

Contact information

Contact Number: 021-5308500 / 082 735 5375
 
Address: Crue House, 5 Long Place, Pinelands, 7405
 
Website: https://www.crue.co.za

About

Gareth holds a B.Comm degree from the University of South Africa and is a Certified Financial Planning® professional. He is a director and shareholder at Crue Invest (Pty) Ltd, and is driven to provide the highest level of advice and service to his clients. His expertise lies in investment planning, risk protection, business succession planning and employee benefits solutions.

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.

Gareth ON MONEYWEB  

Does the asset allocation in my investment portfolio make sense?

4 March 2020    46
Understanding your investment objectives is the first step. ...

What’s keeping clients up? Debt, debt and more debt

26 July 2019    2    41
Crue Invest director Gareth Collier on cutting debt, savings tips, succession planning and why schools must teach financial literacy. ...

Should I invest a lump sum or contribute monthly?

22 July 2019    69
The amount of time you spend in the market and the frequency with which you invest are two important factors to consider. ...
SHOW MORE

Gareth's VIEWS  

21 things to do this lockdown

30 March 2020    107
Now is a great time to tighten up your finances and organise your financial life. ...

Bulletproof budgeting: Creating a budget that can take the hits

23 March 2020    25
Having a solid budget is the first step towards creating sustainable, long-term wealth. ...

Making money work in (and for) your relationship

9 March 2020    43
Managing your financial affairs as a unified team can help to fortify your finances. ...

Your first job? Now’s the time to fortify your finances

25 February 2020    23
21 things you can do to get a better handle of your money. ...

Investment basics: Answers to common questions

20 February 2020    39
Seven burning investment questions answered. ...

Why you shouldn’t spend money this Valentine’s Day

13 February 2020    28
This celebration is really just an attempt to make you part with your hard-earned money. ...

Checklist: Things to do before the end of the tax year

27 January 2020    201
Ensure you've taken all steps possible to reduce your overall tax liability. ...

Retirement annuities: Answers to frequently asked questions

23 January 2020    93
You can stop contributing to a unit trust RA at any time, without any fees or penalties. ...

How to become a saving specialist

12 December 2019    105
Making saving a habit and not a chore. ...

When to review your life cover

19 November 2019    21
Over and above an annual review, life cover should be reassessed at every significant life stage and in the event of certain changes. ...

Fact or fallacy: Making sense of some money myths

11 November 2019    23
Money myths, if believed, can set us on the wrong path and ultimately cost us money. ...

How to identify a Ponzi scheme

30 October 2019    158
Eight red flags to look out for. ...

Understanding pyramid schemes and multi-level marketing

16 October 2019    212
How they work, how to spot one and questions to ask before signing up. ...

Dread disease cover is a truly living benefit

7 October 2019    40
What it covers, how much it costs and how it works. ...

How you can save tax on school fees

6 September 2019    1326
There's an often-overlooked tax relief option in the Income Tax Act. ...
SHOW MORE
NEWSLETTERS WEB APP SHOP PORTFOLIO TOOL TRENDING CPD HUB

Follow us:

Search Articles:Advanced Search
Click a Company: