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ADVISORS FROM

Crue Invest (Pty) Ltd 

39
Gareth Collier

Gareth Collier

Crue Invest (Pty) Ltd
Cape Town
SHOW SPECIALITIES
39
Devon Card

Devon Card

Crue Invest (Pty) Ltd
Cape Town
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63
Eric Jordaan

Eric Jordaan

Crue Invest (Pty) Ltd
Cape Town
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79
Craig Torr

Craig Torr

Crue Invest (Pty) Ltd
Cape Town
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LATEST FROM

Crue Invest (Pty) Ltd 

Estate planning: understanding the technical jargon

22 September 2020 / By Devon Card
Examining the more commonly used phrases and terms in estate planning.

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

21 September 2020 / By Craig Torr
A good relationship with money will set them on the path to financial prosperity.

20 simple steps that will fortify your financial position

17 September 2020 / By Gareth Collier
What to do when your finances are in a somewhat tenuous position.

The 7 Ds of financial planning

15 September 2020 / By Craig Torr
And how they apply to your financial planning journey. 

Wills, trusts and deceased estates: Your questions answered

14 September 2020 / By Eric Jordaan
Estate planning and the winding up of deceased estates can be complicated areas to navigate.

Your first child: how to update your financial plan

10 September 2020 / By Gareth Collier
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

8 September 2020 / By Eric Jordaan
Choosing a guardian for your children is a huge decision to make and takes careful consideration.

Six major stress factors in retirement

7 September 2020 / By Craig Torr
And how you can reduce anxiety through effective retirement planning.

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

3 September 2020 / By Gareth Collier
This decade leaves little room for error.

In-fund annuities: what you need to know

1 September 2020 / By Devon Card
There are many other factors to consider before opting for the in-fund option.

Answers to your frequently asked questions about retrenchment

31 August 2020 / By Craig Torr
What to consider when going through retrenchment.

10 questions to ask before appointing a financial advisor

27 August 2020 / By Devon Card
Choosing the right person and advisory practice is a fairly important decision.

Financial planning for couples married with the accrual system

25 August 2020 / By Eric Jordaan
What couples need to be aware of when making financial decisions.

Seek financial planning advice before signing divorce settlement agreement

24 August 2020 / By Craig Torr
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?

20 August 2020 / By Gareth Collier
Factors to consider when making your decision.

Choosing a matrimonial property regime

18 August 2020 / By Eric Jordaan
Exploring the advantages and disadvantages of each matrimonial property regime.

Planning in a pandemic

17 August 2020 / By Craig Torr
Getting your affairs in order to be better prepared for the next crisis.

Estate planning: assets that fall outside of your estate

14 August 2020 / By Eric Jordaan
And how to deal with these assets.

Financial recovery after divorce

12 August 2020 / By Devon Card
Steps to help you rebuild your finances as soon as possible.

Planning for those with disabilities

11 August 2020 / By Craig Torr
Special trusts are excellent planning tools when it comes to providing for those with disabilities.

Preservation funds: Your questions answered

6 August 2020 / By Devon Card
It is important to understand exactly how preservation funds work.

Money questions that marrying couples should tackle

4 August 2020 / By Gareth Collier
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

3 August 2020 / By Craig Torr
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

30 July 2020 / By Craig Torr
If you don’t fully understand your rights you may financially compromise yourself.

Your insurance cover: Read the fine print

28 July 2020 / By Devon Card
What to pay attention to when taking life cover.

Marriage vs cohabitation: The different financial consequences

27 July 2020 / By Eric Jordaan
There are pieces of legislation that recognise the rights of cohabiting couples.

Divorce and your retirement funds

23 July 2020 / By Eric Jordaan
The division of assets where a retirement fund or multiple retirement funds are involved is complicated.

Major money mistakes couples make

21 July 2020 / By Gareth Collier
Money is the number one reason that couples fight.

Steps to take before drafting a will

20 July 2020 / By Craig Torr
Drafting a will requires the drafter to give careful thought to a number of important issues.

Choose your trustees carefully

16 July 2020 / By Devon Card
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?

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.
SHOW MORE

   ADVISOR VIEWS

Estate planning: understanding the technical jargon

22 Sep 2020 / Devon Card
Devon Card

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

21 Sep 2020 / Craig Torr
Craig Torr

Client confidentiality above all else

18 Sep 2020 / Michael Haldane
Michael Haldane

20 simple steps that will fortify your financial position

17 Sep 2020 / Gareth Collier
Gareth Collier

Should you care which investment platform your advisor uses?

15 Sep 2020 / Trevor Lee
Trevor Lee

The 7 Ds of financial planning

15 Sep 2020 / Craig Torr
Craig Torr
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