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ADVISORS FROM

Crue Invest (Pty) Ltd 

LATEST FROM

Crue Invest (Pty) Ltd 

Retirement annuities: Answers to frequently asked questions

You can stop contributing to a unit trust RA at any time, without any fees or penalties.

Making sense of tax-free savings accounts

A TFSA should be viewed as a long-term savings vehicle.

What happens when your spouse dies?

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

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

Ill-health goes hand-in-hand with ageing.

Using retirement annuities optimally to build long-term wealth

A look at the advantages of unit trust RAs.

Upsizing your home: Beware the associated costs

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

Tips for a happy financial future together.

An ongoing process: Teaching teenagers the value of money

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

Turning your financial situation around means taking steps to manage your money better, smarter and purposefully.

New Year’s resolutions worth considering

Start the decade with some new financial goals.

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

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

Gifts that money can't buy.

How to become a saving specialist

Making saving a habit and not a chore.

Maximise your legacy: Effective estate planning tools

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

30 money lessons your child can benefit from.

Financial advice for new parents

Things to consider to help keep your financial health on track after your child's birth.

Competing priorities: Financial advice for the sandwich generation

Tips for those feeling trapped by the demands of multiple generations.

Freedom of testation: Understanding key concepts and principles

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

25 tips that will help you with 'adulting'.

Financial terminology: Know the difference between these key concepts

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 pearls of financial wisdom.

Financial infidelity: Trust is not the only casualty

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

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

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

10 considerations to help you get on track.

Direct your spend towards boosting the local economy this festive season

10 ideas on how to spend your rands to help boost our local economy.

Fact or fallacy: Making sense of some money myths

Money myths, if believed, can set us on the wrong path and ultimately cost us money.

9 investment myths worth debunking

These myths should not prevent you from saving for your golden years.

There is no blueprint for modern day retirement

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

Are we becoming slaves to an endless supply of created needs?

Millennials require a hybrid approach to advice

Millennials prefer an advice mix that allows them to move between technology-driven advice and human expertise.

How to identify a Ponzi scheme

Eight red flags to look out for.

Mounting credit card debt: A financial horror story

The abuse of credit cards is often a precursor for future financial difficulties.

Balance your year-end budget

10 tips to ensure that your budget doesn’t go on holiday this festive season.

Financial advice for single mothers

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

Some financial decisions can have far-reaching repercussions.

Working towards financial freedom

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

Cognitive and emotional biases may result in poor investment decisions.

Money mistakes to avoid in your 30s

The financial decisions you make in your thirties can set the general course of your financial journey – it’s essential to get them right.
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