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ADVISORS FROM

Crue Invest (Pty) Ltd 

LATEST FROM

Crue Invest (Pty) Ltd 

Estate planning: understanding the technical jargon

Examining the more commonly used phrases and terms in estate planning.

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

A good relationship with money will set them on the path to financial prosperity.

20 simple steps that will fortify your financial position

What to do when your finances are in a somewhat tenuous position.

The 7 Ds of financial planning

And how they apply to your financial planning journey. 

Wills, trusts and deceased estates: Your questions answered

Estate planning and the winding up of deceased estates can be complicated areas to navigate.

Your first child: how to update your financial plan

A breakdown of the expenses that need to be taken into account when preparing for your child’s arrival.

The role of your child’s guardian

Choosing a guardian for your children is a huge decision to make and takes careful consideration.

Six major stress factors in retirement

And how you can reduce anxiety through effective retirement planning.

Financial planning in your 60s: Beware of making these mistakes

This decade leaves little room for error.

In-fund annuities: what you need to know

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

Answers to your frequently asked questions about retrenchment

What to consider when going through retrenchment.

10 questions to ask before appointing a financial advisor

Choosing the right person and advisory practice is a fairly important decision.

Financial planning for couples married with the accrual system

What couples need to be aware of when making financial decisions.

Seek financial planning advice before signing divorce settlement agreement

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.

Retrenchment: What are my retirement fund options?

Factors to consider when making your decision.

Choosing a matrimonial property regime

Exploring the advantages and disadvantages of each matrimonial property regime.

Planning in a pandemic

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

Estate planning: assets that fall outside of your estate

And how to deal with these assets.

Financial recovery after divorce

Steps to help you rebuild your finances as soon as possible.

Planning for those with disabilities

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

Preservation funds: Your questions answered

It is important to understand exactly how preservation funds work.

Money questions that marrying couples should tackle

Before getting married, talk to each other openly about money and how it will form part of your relationship going forward.

Bequeathing immovable property: What you need to know

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

If you don’t fully understand your rights you may financially compromise yourself.

Your insurance cover: Read the fine print

What to pay attention to when taking life cover.

Marriage vs cohabitation: The different financial consequences

There are pieces of legislation that recognise the rights of cohabiting couples.

Divorce and your retirement funds

The division of assets where a retirement fund or multiple retirement funds are involved is complicated.

Major money mistakes couples make

Money is the number one reason that couples fight.

Steps to take before drafting a will

Drafting a will requires the drafter to give careful thought to a number of important issues.

Choose your trustees carefully

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.

What happens when your parents can no longer manage their finances?

There are three options available, all of which serve different purposes and are governed by different pieces of legislation.

Financial planning for blended families

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

Investing: Focus on the fundamentals

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

Financial planning for the stay-at-home spouse

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

Retrenchment: The dos and don’ts

Steps you can actively take to protect your financial position and chart a way forward.

Understanding the costs involved in buying a property

There are a number of layers of costs involved, with most of them being for the buyer’s account.

Stopped smoking? Here’s what you can save

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

Generational financial planning: Tools for wealth transference

From trusts to business assurance, these tools will ensure the safe transfer of wealth to beneficiaries.

How to spot an investment scam

Steps you can take to verify any potential investment.

Using an inter vivos trust to achieve your objectives

An inter vivos trust can be used to limit estate duty liability, bolster succession planning, or to protect certain assets from creditors.
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