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ADVISORS FROM

Crue Invest (Pty) Ltd 

50
Gareth Collier

Gareth Collier

Crue Invest (Pty) Ltd
Cape Town
SHOW SPECIALITIES
50
Devon Card

Devon Card

Crue Invest (Pty) Ltd
Cape Town
SHOW SPECIALITIES
75
Eric Jordaan

Eric Jordaan

Crue Invest (Pty) Ltd
Cape Town
SHOW SPECIALITIES
99
Craig Torr

Craig Torr

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

Crue Invest (Pty) Ltd 

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.

Your rights as a cohabiting partner

19 January 2021 / By Devon Card
Contrary to popular opinion, living together or cohabitation is not a recognised legal relationship in this country.

The financial duties and responsibilities of your trustees

18 January 2021 / By Eric Jordaan
And why choosing financially astute trustees is so important.

The process of setting up an inter vivos trust

13 January 2021 / By Eric Jordaan
There are far-reaching financial and legal implications of setting up a trust.

Buy and sell insurance as a funding mechanism for succession

11 January 2021 / By Craig Torr
Buy & sell insurance helps ensure the smooth transfer of shareholding in the event of the death, disability, or severe illness of one of the shareholders.

Financial planning fundamentals

15 December 2020 / By Devon Card
Here’s what your financial plan should incorporate.

Trusts: technical terms explained

14 December 2020 / By Craig Torr
Trust are a technical area of financial planning and should ideally be navigated with guidance from an estate planning expert.

Donations and exemptions

10 December 2020 / By Gareth Collier
Understand the tax implications of giving and receiving donations.

Why and how to support local businesses this festive season

8 December 2020 / By Craig Torr
SMEs play a vital role in creating employment and growth.

Using trusts to achieve your estate planning objectives

7 December 2020 / By Eric Jordaan
The primary functions of trusts are to provide asset protection and continuity of ownership.

The practical workings of testamentary trusts

3 December 2020 / By Craig Torr
What legal principles apply to testamentary trusts, how do they practically come into existence, and how are they terminated?

Your 2021 resolutions depend on the financial decisions you make now

30 November 2020 / By Gareth Collier
If you really want to make headway with your finances, now is the time to start getting serious.

What to consider before shopping this Black Friday

26 November 2020 / By Devon Card
Don’t let the lure of Black Friday distract you from your financial priorities.

How single parents can protect themselves financially

24 November 2020 / By Gareth Collier
Mechanisms that single parents can use to strengthen their financial positions.

Considering being a stay-at-home parent?

23 November 2020 / By Craig Torr
Here’s what to take into account...

Offshore investing: incorporating global diversification into your investment strategy

19 November 2020 / By Gareth Collier
Global diversification is really just another way to achieve a well-balanced portfolio.

What does your good health mean for your retirement plan?

17 November 2020 / By Devon Card
Being fit, healthy and free from ailments may give one a false sense of security when it comes to planning for the future.

Financial planning for independent contractors and gig workers

16 November 2020 / By Craig Torr
Gig workers have little employee protection and employee benefits, making financial planning an imperative for them.

Living annuities: Your questions answered

12 November 2020 / By Gareth Collier
Choosing a living annuity is a decision you cannot afford to get wrong.

Here’s how your loved one’s estate will be wound up

10 November 2020 / By Devon Card
The winding-up process can be an extremely frustrating and time-consuming exercise subject to bureaucracy and red tape.

The process of financial emigration

9 November 2020 / By Craig Torr
Financial emigration should not be confused with emigration and it is important to understand the difference at the outset.

Income protection: providing a salary when you are unable to earn

5 November 2020 / By Devon Card
Income protection is crucial for anyone who depends on their monthly income to cover their living costs and save for retirement.

Estate planning for your worldwide assets

3 November 2020 / By Eric Jordaan
How to protect your foreign assets and ensure that their succession is correctly planned for.

What to consider when choosing an annuity income

2 November 2020 / By Craig Torr
Selecting the most appropriate annuity for your personal circumstances can be challenging.

Freedom of testation: don’t take this liberty for granted

29 October 2020 / By Eric Jordaan
There are many who fail to take advantage of this liberty by failing to draft a valid will and, as a consequence, die intestate.
SHOW MORE

   ADVISOR VIEWS

Tax and the deficit

25 Feb 2021 / Stephen Katzenellenbogen
Stephen Katzenellenbogen

Budget Speech 2021 breakdown

25 Feb 2021 / Michael Haldane
Michael Haldane

Your first job: key financial steps to take

25 Feb 2021 / Craig Torr
Craig Torr

What to consider when investing indirectly offshore

23 Feb 2021 / Gareth Collier
Gareth Collier

What does inflation do to your investments?

22 Feb 2021 / Alwyn Smit
Alwyn Smit

All that glitters is not gold

22 Feb 2021 / Trent Hodges
Trent Hodges
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