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ADVISORS FROM

Crue Invest (Pty) Ltd 

16
Gareth Collier

Gareth Collier

Crue Invest (Pty) Ltd
Cape Town
SHOW SPECIALITIES
14
Devon Card

Devon Card

Crue Invest (Pty) Ltd
Cape Town
SHOW SPECIALITIES
34
Eric Jordaan

Eric Jordaan

Crue Invest (Pty) Ltd
Cape Town
SHOW SPECIALITIES
42
Craig Torr

Craig Torr

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

Crue Invest (Pty) Ltd 

Retirement annuities: Answers to frequently asked questions

23 January 2020 / By Gareth Collier
You can stop contributing to a unit trust RA at any time, without any fees or penalties.

Making sense of tax-free savings accounts

21 January 2020 / By Craig Torr
A TFSA should be viewed as a long-term savings vehicle.

What happens when your spouse dies?

20 January 2020 / By Eric Jordaan
You may face financial challenges if you don't understand the impact of your marital property regime.

Retirement annuities: Tax-efficient, long-term investment vehicles

15 January 2020 / By Craig Torr
RAs are exempt from tax on dividends and interest, and no capital gains tax is paid on investment growth.

Healthcare costs in retirement: Don’t rely on wishful thinking

14 January 2020 / By Eric Jordaan
Ill-health goes hand-in-hand with ageing.

Using retirement annuities optimally to build long-term wealth

14 January 2020 / By Devon Card
A look at the advantages of unit trust RAs.

Upsizing your home: Beware the associated costs

10 January 2020 / By Gareth Collier
If you're selling your primary residence and the profit from the sale is above R2 million, 40% of the net capital gain is added to your annual taxable income.

The honeymoon is over: Money management advice for newlyweds

7 January 2020 / By Eric Jordaan
Tips for a happy financial future together.

An ongoing process: Teaching teenagers the value of money

3 January 2020 / By Craig Torr
Teaching financial responsibility is one of the most important gifts you can give your teenager.

New Year’s Revolution: Practical tips to revolutionise your money management in 2020

1 January 2020 / By Eric Jordaan
Turning your financial situation around means taking steps to manage your money better, smarter and purposefully.

New Year’s resolutions worth considering

27 December 2019 / By Craig Torr
Start the decade with some new financial goals.

Multi-sensory selling: How retailers entice you to spend your hard-earned money

19 December 2019 / By Eric Jordaan
Retailers manipulate your senses to get you to spend more time in-store and to spend more money.

8 gifts to give your children this festive season

17 December 2019 / By Craig Torr
Gifts that money can't buy.

How to become a saving specialist

12 December 2019 / By Gareth Collier
Making saving a habit and not a chore.

Maximise your legacy: Effective estate planning tools

10 December 2019 / By Eric Jordaan
You can use estate planning tools to make financial provision for your loved ones, ensure smooth business succession and account for offshore assets.

More than just piggy banks: Raising financially responsible children

9 December 2019 / By Craig Torr
30 money lessons your child can benefit from.

Financial advice for new parents

5 December 2019 / By Devon Card
Things to consider to help keep your financial health on track after your child's birth.

Competing priorities: Financial advice for the sandwich generation

3 December 2019 / By Craig Torr
Tips for those feeling trapped by the demands of multiple generations.

Freedom of testation: Understanding key concepts and principles

2 December 2019 / By Eric Jordaan
Estate planning is a complex area of expertise and it helps to understand key concepts and principles before developing one’s legacy.

Smart money moves for new graduates

28 November 2019 / By Devon Card
25 tips that will help you with 'adulting'.

Financial terminology: Know the difference between these key concepts

26 November 2019 / By Eric Jordaan
Do you know what is the difference between an heir and a legatee?

What’s the best financial advice you’ve ever been given?

25 November 2019 / By Craig Torr
25 pearls of financial wisdom.

Financial infidelity: Trust is not the only casualty

21 November 2019 / By Eric Jordaan
Financial infidelity can cause arguments, unhappiness in the home, built-up resentment and anger, financial instability, and even divorce.

When to review your life cover

19 November 2019 / By Gareth Collier
Over and above an annual review, life cover should be reassessed at every significant life stage and in the event of certain changes.

Christmas gifts for a prosperous new year

18 November 2019 / By Craig Torr
Eight gift ideas that will have a positive influence on the receiver's financial life.

Working your life away: What happens if you can’t afford to retire

14 November 2019 / By Eric Jordaan
10 considerations to help you get on track.

Direct your spend towards boosting the local economy this festive season

12 November 2019 / By Craig Torr
10 ideas on how to spend your rands to help boost our local economy.

Fact or fallacy: Making sense of some money myths

11 November 2019 / By Gareth Collier
Money myths, if believed, can set us on the wrong path and ultimately cost us money.

9 investment myths worth debunking

7 November 2019 / By Devon Card
These myths should not prevent you from saving for your golden years.

There is no blueprint for modern day retirement

6 November 2019 / By Eric Jordaan
With rapidly increasing longevity and the advent of new investment vehicles, it is unlikely that you will be able to use your parents’ retirement plan.

Black Friday: Buying all the things you didn’t know you needed

4 November 2019 / By Craig Torr
Are we becoming slaves to an endless supply of created needs?

Millennials require a hybrid approach to advice

31 October 2019 / By Devon Card
Millennials prefer an advice mix that allows them to move between technology-driven advice and human expertise.

How to identify a Ponzi scheme

30 October 2019 / By Gareth Collier
Eight red flags to look out for.

Mounting credit card debt: A financial horror story

30 October 2019 / By Eric Jordaan
The abuse of credit cards is often a precursor for future financial difficulties.

Balance your year-end budget

29 October 2019 / By Craig Torr
10 tips to ensure that your budget doesn’t go on holiday this festive season.

Financial advice for single mothers

25 October 2019 / By Eric Jordaan
Besides the gender pay gap and running a single-income household, single mothers face unique challenges.

Financial decisions that may come back to haunt you

24 October 2019 / By Craig Torr
Some financial decisions can have far-reaching repercussions.

Working towards financial freedom

21 October 2019 / By Eric Jordaan
A mindset is needed of working towards a point where we can do whatever we like for the rest of our lives.

Understanding investment biases

21 October 2019 / By Craig Torr
Cognitive and emotional biases may result in poor investment decisions.

Money mistakes to avoid in your 30s

16 October 2019 / By Eric Jordaan
The financial decisions you make in your thirties can set the general course of your financial journey – it’s essential to get them right.
SHOW MORE
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