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ADVISORS FROM

Crue Invest (Pty) Ltd 

33
Gareth Collier

Gareth Collier

Crue Invest (Pty) Ltd
Cape Town
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33
Devon Card

Devon Card

Crue Invest (Pty) Ltd
Cape Town
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55
Eric Jordaan

Eric Jordaan

Crue Invest (Pty) Ltd
Cape Town
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68
Craig Torr

Craig Torr

Crue Invest (Pty) Ltd
Cape Town
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LATEST FROM

Crue Invest (Pty) Ltd 

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

14 July 2020 / By Eric Jordaan
There are three options available, all of which serve different purposes and are governed by different pieces of legislation.

Financial planning for blended families

13 July 2020 / By Craig Torr
Financial planning has had to evolve to cater to more diverse, and often complex, family structures.

Investing: Focus on the fundamentals

9 July 2020 / By Devon Card
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

7 July 2020 / By Craig Torr
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

6 July 2020 / By Gareth Collier
Steps you can actively take to protect your financial position and chart a way forward.

Understanding the costs involved in buying a property

2 July 2020 / By Gareth Collier
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

1 July 2020 / By Devon Card
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

30 June 2020 / By Eric Jordaan
From trusts to business assurance, these tools will ensure the safe transfer of wealth to beneficiaries.

How to spot an investment scam

29 June 2020 / By Craig Torr
Steps you can take to verify any potential investment.

Using an inter vivos trust to achieve your objectives

24 June 2020 / By Eric Jordaan
An inter vivos trust can be used to limit estate duty liability, bolster succession planning, or to protect certain assets from creditors.

These cognitive biases can affect your investment decisions

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

Seven habits of the financially independent

22 June 2020 / By Craig Torr
Financially independent people exercise consistently sound decision-making by consulting widely.

Ensuring liquidity in your estate

19 June 2020 / By Devon Card
Four steps to follow to ensure there are no liquidity shortfalls in your estate.

Divorce: Important financial considerations

18 June 2020 / By Craig Torr
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.

Tax and your estate plan

17 June 2020 / By Eric Jordaan
Understanding how your estate will be taxed and how the various tax laws apply is key to formulating a good estate plan.

Risk cover: Consider these tools to protect yourself

11 June 2020 / By Gareth Collier
These products all come at a price, and it’s often difficult to prioritise what cover you need and how much.

Five financial planning tools for single parents

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

Estate planning: The role of your executor

9 June 2020 / By Craig Torr
You need to appoint someone with the right set of skills to ensure that the process runs as smoothly as possible.

The division of assets on divorce

8 June 2020 / By Eric Jordaan
Understanding the consequences of your matrimonial property regime is an essential first step in the process.

A living will: Your questions answered

4 June 2020 / By Gareth Collier
A living will can serve to speak for you when your voice is silenced. 

Financial desperation: A breeding ground for Ponzi schemes

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

The costs of caring for an aged parent

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

Do you need a will for your foreign assets?

1 June 2020 / By Eric Jordaan
The main reason for creating a foreign will is to avoid delay in winding up your estate.

An income for life: Understanding living annuities

28 May 2020 / By Devon Card
What to consider when making this critical decision.

Difficult money conversations

27 May 2020 / By Gareth Collier
Discussions you should be having with your parents, children and friends.

How your marital regime affects your estate planning

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

Planning your affairs: Use these tools effectively

25 May 2020 / By Eric Jordaan
Effective estate planning involves making full use of the mechanisms available to you when crafting your legacy.

Life-limiting illness: Important financial and legal considerations

21 May 2020 / By Gareth Collier
Living with the reality of a terminal illness creates a more urgent focus on several important affairs.

The benefits of special trusts

20 May 2020 / By Eric Jordaan
Special trusts help protect the assets of minor children or beneficiaries with special needs.

Drafting your will: Avoid confusion and invalidity

19 May 2020 / By Devon Card
It is important to be clear in your mind what your attentions are.

What has the coronavirus exposed about our finances?

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

What to consider when choosing an executor

14 May 2020 / By Eric Jordaan
Your executor will need widespread skills and acumen to fulfil their duties effectively.

Critical financial questions currently being asked

13 May 2020 / By Craig Torr
Should you can your medical aid, withdraw from your investments or stop contributions to your RA?

Understanding your retirement home options

12 May 2020 / By Gareth Collier
Including the pros and cons you need to consider.

FAQ about wills, living wills and powers of attorney

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

Choosing your annuity income

7 May 2020 / By Devon Card
The factors you need to consider when choosing between a life and living annuity.

Planning your affairs: Simplicity, clarity and detail are important

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

Watch: Your investments now and post Covid-19

4 May 2020 / By Michael Haldane
Pressing questions around investments answered.

Retrenchment: Financial decisions that need to be made

4 May 2020 / By Eric Jordaan
What to do with your severance package, retirement benefits, group life cover and medical aid.

Your risk cover and Covid-19

30 April 2020 / By Gareth Collier
A look at insurance in the context of the coronavirus.
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