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ADVISORS FROM

Crue Invest (Pty) Ltd 

57
Gareth Collier

Gareth Collier

Crue Invest (Pty) Ltd
Cape Town
SHOW SPECIALITIES
53
Devon Card

Devon Card

Crue Invest (Pty) Ltd
Cape Town
SHOW SPECIALITIES
79
Eric Jordaan

Eric Jordaan

Crue Invest (Pty) Ltd
Cape Town
SHOW SPECIALITIES
108
Craig Torr

Craig Torr

Crue Invest (Pty) Ltd
Cape Town
SHOW SPECIALITIES
LATEST FROM

Crue Invest (Pty) Ltd 

The accrual system: Death of a spouse

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

Multi-jurisdictional estate planning

3 May 2021 / By Gareth Collier
What to consider when structuring your foreign assets.

Developing a healthy savings mentality

28 April 2021 / By Craig Torr
Saving is a habit that you can develop over time with a bit of effort, discipline and commitment.

The accrual system: This is why estate planning is so important

22 April 2021 / By Devon Card
Failing to deal adequately with the impact of the accrual system where the marriage is dissolved by death can lead to serious financial complications.

Ask yourself these questions before you retire

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

Advice for first-time home buyers

19 April 2021 / By Gareth Collier
Navigating the world of property and property finance for the first time can be daunting.

Retirement’s top 10 stress factors

15 April 2021 / By Craig Torr
And how to deal with them.

Recognising and correcting your investment biases

13 April 2021 / By Eric Jordaan
Investment markets are cyclical, turbulent and complex and, as such, create the perfect environment for long-term investors to fall victim to their emotions and biases.

The practical realities of death: Winding up a deceased estate

12 April 2021 / By Gareth Collier
The winding-up process can be lengthy, cumbersome, and bureaucratic.

Mental or intellectual impairment: When to appoint an administrator

8 April 2021 / By Craig Torr
And the process of appointing an administrator to manage your loved one’s financial affairs.

Married in community of property: What happens when your spouse dies?

6 April 2021 / By Eric Jordaan
Couples should undertake a transparent, comprehensive estate planning exercise to ensure that no difficulties arise on death.

The impact of your marriage contract on your financial planning

31 March 2021 / By Gareth Collier
The legal consequences flowing from your marriage contract affect your estate structuring, tax obligations, maintenance obligations, debt, etc.

Planning to retire early

29 March 2021 / By Craig Torr
Here’s what to consider.

Financial planning in your 40s

26 March 2021 / By Gareth Collier
Some common mistakes to avoid.

A pyramid scheme by any other shape

23 March 2021 / By Craig Torr
Many schemes go to great lengths to avoid being identified as pyramid schemes by using circular or floral diagrams in their marketing material.

25 steps for drafting a sure-fire will

17 March 2021 / By Eric Jordaan
How to ensure your will fully and accurately expresses your wishes.

Financial planning for mixed age marriages

15 March 2021 / By Craig Torr
Large age gap marriages have a greater chance of failing because each spouse is generally at a different life stage.

What else can they tax?

12 March 2021 / By Michael Haldane
A look at weird and wonderful taxes that Finance Minister Tito Mboweni hopefully doesn't implement.

Estate planning: Ensuring that your minor children receive their inheritance

11 March 2021 / By Eric Jordaan
Developing an estate plan is imperative.

Direct offshore investing: Here’s what it entails

9 March 2021 / By Devon Card
There are significant tax and estate planning consequences that should be considered.

End-of-life financial planning

8 March 2021 / By Craig Torr
Leaving your affairs inadequately attended to can cause further emotional stress for your loved ones.

Financial planning in the wake of retrenchment

4 March 2021 / By Devon Card
Ten critical steps to take to avoid making errors that can cost you later on.

Financial planning for single parents of special needs children

2 March 2021 / By Gareth Collier
Single-handedly parenting children with special needs requires special planning around the financial needs of both the parent and the child.

Compelling reasons for divorce financial planning

1 March 2021 / By Craig Torr
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 February 2021 / By Craig Torr
Take time at the outset of your career to ensure your financial path forward is a secure one.

What to consider when investing indirectly offshore

23 February 2021 / By Gareth Collier
The decision to invest some of your funds offshore should always be taken as part of your overall investment strategy.

The process of applying for an administrator for a loved one’s estate

22 February 2021 / By Eric Jordaan
There are two options available for the appointment of a third party to manage the affairs of a mentally incapacitated person.

Your insurance policies and estate duty

18 February 2021 / By Eric Jordaan
Getting the estate duty implications of your life assurance policies wrong can have severe consequences for your estate and your loved ones.

When your spouse has dementia

16 February 2021 / By Craig Torr
Planning for loss of mental capacity.

10 ways to maximise the benefits of your tax-free savings account

15 February 2021 / By Gareth Collier
The tax benefits of TFSAs are indisputable.

First-time investing: setting up your retirement annuity

12 February 2021 / By Devon Card
A step-by-step guide on how to choose and set up an RA that is appropriate for your needs and circumstances.

The impact of Regulation 28 on your retirement funds

9 February 2021 / By Eric Jordaan
Regulation 28 essentially limits asset managers’ allocations of retirements savings to certain assets classes.

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

8 February 2021 / By Craig Torr
Exploring the costs of the various schooling options available for parents.

The A-Zs of retirement annuities

4 February 2021 / By Craig Torr
Helping you navigate the minefield of this retirement product.

Choosing a retirement annuity: here’s what to consider

3 February 2021 / By Devon Card
With the end of the 2020/21 tax year almost upon us, now is a good time to consider setting up a retirement annuity.

Retirement fund harmonisation: your questions answered

2 February 2021 / By Gareth Collier
The latest Taxation Laws Amendment Bill is set to come into effect on 1 March 2021.

Estate planning: tax implications on death

28 January 2021 / By Eric Jordaan
Understanding the various taxes that your estate could be liable for is an important part of estate planning.

Calculating your estate duty

26 January 2021 / By Gareth Collier
Estate duty taxes the transfer of wealth or assets from the deceased’s estate to the beneficiaries.

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

25 January 2021 / By Craig Torr
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 January 2021 / By Craig Torr
What to consider when selecting the most appropriate structure for your new business.
SHOW MORE

   ADVISOR VIEWS

Treat IPOs with caution

7 May 2021 / Trent Hodges
Trent Hodges

The accrual system: Death of a spouse

4 May 2021 / Craig Torr
Craig Torr

April 2021 economic update

3 May 2021 / Michael Haldane
Michael Haldane

Multi-jurisdictional estate planning

3 May 2021 / Gareth Collier
Gareth Collier

The cost of living abroad

29 Apr 2021 / Michael Haldane
Michael Haldane

Applying the avoid the Human Factor Strategy to Facebook

29 Apr 2021 / Mauro Forlin
Mauro Forlin
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