SEARCH FOR ADVISORS BY:
CLEAR

Register for Click an Advisor

A listing on Click an Advisor is a paid for service and available to all FSP or FPI registered advisors and companies wishing to list their advisors.
Fill in the form below to get in contact with us or purchase this membership now

  • This field is for validation purposes and should be left unchanged.
   |   Advisor Views    |   Ask an Advisor    |   Earn CPD PointsNEW
ADVISORS FROM

Crue Invest (Pty) Ltd 

LATEST FROM

Crue Invest (Pty) Ltd 

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.

Understanding pyramid schemes and multi-level marketing

How they work, how to spot one and questions to ask before signing up.

What to do (and not to do) with your bonus

A few dos and don’ts to consider before blowing your bonus.

What makes us spend too much?

In a world of infinite choice, accepting that we can have anything we want but not everything we want can be tough.

Busting financial-planning jargon

Various funds, policies, benefits and taxes explained.

Unseen threats to your retirement plan

One of the single biggest threats to a couple’s retirement funding is adult children who continually ask to borrow money.

Dread disease cover is a truly living benefit

What it covers, how much it costs and how it works.

Eight steps to starting your financial journey the right way

Effective financial planning puts mechanisms in place to help you realise your goals.

Managing your money stresses

Eight tips to put you more in control.

Ten habits of financially-independent people

The role of human emotions in the context of financial planning should never be under-estimated.

Teaching our children about money

Preparing one’s children for the responsibilities that come with adulthood is no easy task, especially when it comes to money management and personal finances. There is no doubt that a solid foundation in financial literacy is needed to ensure that our children are equipped to manage a budget, calculate interest and be fiscally responsible. Not

Robo versus human advisors

Robo-advice can be a cost-effective way to invest if you know what you're paying for and what to expect in return.

Key steps to achieving financial freedom

A look at the key milestones on this path.

What retirees worry about most

Formal retirement has been identified as the tenth most stressful life event.
SHOW MORE
Insider PRO
R1750pm

For financial professionals. Moneyweb's Insider Pro subscription will allow you to promote your financial services to the Moneyweb community.

This subscription includes a
Click an Advisor profile on Moneyweb.co.za.

Latest Podcasts

NEWSLETTERS WEB APP SHOP PORTFOLIO TOOL TRENDING CPD HUB

Follow us:

Search Articles:Advanced Search
Click a Company: