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Crue Invest (Pty) Ltd 


Crue Invest (Pty) Ltd 

Moving in together: How to set up your cohabitation agreement

The ultimate aim of such an agreement is to ensure that, if the relationship ends, litigation is avoided.

Estate administration: The winding up of your financial affairs

The administration process can be time-consuming and laborious.

Your living will: Everything you need to know

It is essential to understand the role that your living will plays, its enforceability, and the extent to which your wishes can be expressed therein.

The many functions of an estate plan

Estate planning to a large extent involves the optimal structuring and managing of your assets while you are still alive.

Financial planning advice for diabetics

The high cost of living with diabetes typically extends beyond healthcare-related costs.

Retirement funding vehicles: Your options and how they work

Following the harmonisation process which took effect 1 March 2021, it is now easier for investors to understand how to save for retirement and how each vehicle works.

Planning a family: How to get your financial affairs in order

The more time you have to prepare for your child’s arrival, the better equipped you will be financially.

Key decisions to be made at retirement

And what to consider in the evaluation process.

Questions to ask your parents about their retirement plan

Opening channels of communication with your parents to allow for discussions around their retirement plan may help to avoid unpleasant surprises later on.

Debt and deceased estates: Your questions answered

Making provision for one’s debt is an essential part of estate planning, and failure to do so can leave your loved ones financially compromised.

Before getting married: Financial conversations to be had

Setting time aside before the nuptials to discuss financial planning in the context of your married life can be empowering and unifying.

Seven things to consider when choosing a marriage contract

Getting your marital contract wrong can cause financial distress if your marriage comes to an end.

Assets that won’t attract estate duty

And how they can be incorporated to reduce tax in one’s estate.

Waiting to save: The cost of delaying your retirement funding

A look at scenarios that demonstrate the cost of delaying your investment journey.

These mistakes that can set you back financially

Financial mistakes can slow down the process of wealth creation.

Preservation funds: Specialised pre-retirement investment vehicles

Preservation funds have some unique features and it is important to fully understand how they work before opting for one.

The real financial impact of dementia

Exploring the costs associated with treating dementia and caring for a dementia sufferer.

The roles of people mentioned in your will

It is important to ensure that the people you nominate are appropriate for your estate plan.

Choosing a living annuity: Here’s what you need to know

Before purchasing a living annuity, it is important to fully understand what you are signing up for.

Severe illness cover: Your questions answered

Products are now more comprehensive, increasingly complex, and somewhat difficult for the layperson to understand.

How to prepare for retirement

If retirement is on your dashboard, here are some tips on how to prepare adequately for this life stage.

Know how your investments will be taxed

Because the amount of tax you pay reduces your investment returns, it is essential to understand in advance how you will be taxed.

Dread disease cover: Ensuring financial survival after diagnosis

Surviving a serious diagnosis can create an enormous financial burden.

Reviewing your financial plan: 20 circumstances which may necessitate a review

With today being World Financial Planning Day, now is an opportune time to review your financial plan. A financial plan is a living, fluid document that should be sufficiently flexible to change and adapt as your personal and financial circumstances do. While it is always advisable to review your financial plan on at least an

Choosing your medical aid plan for 2022: First understand the terminology

With 18 open medical schemes and hundreds of plan options to choose from, making a decision can be overwhelming.

Gap cover: Top-up health insurance that can protect you financially

Unpacking the mechanisms of gap cover and what to look for when choosing a benefit.

Your healthcare options: What to consider when choosing a medical aid?

Sifting through medical aid brochures and the fine print can be time-consuming and bewildering.

The A-Z of long-term insurance

Insight into some of the most common terms in the long-term insurance industry.

The costs involved in winding up a deceased estate

Over and above ensuring your estate’s solvency, it is also important to determine whether it has sufficient liquidity to settle its liabilities, taxes, and other financial commitments that may arise.

What to consider before taking out dread disease cover

Due to the high prevalence of dread diseases, fear can result in a disproportionate spend on this benefit relative to death and disability cover.

Donations tax and tax exemptions

Donations and tax exemptions form an important part of one’s overall financial and estate planning.

10 compelling reasons to review your will

As one of the most important documents a person will ever sign, a will deserves careful and regular attention.

The role of the Guardian’s Fund

The Guardian’s Fund serves, amongst other things, to protect and manage money inherited by minor children.

Different types of wills and why you may need them

A look at what form the documents should take, who should help draft them, and what special considerations should be kept in mind when putting the documents together.

Is your will valid? Here’s a checklist

Checking the validity of this all-important document means paying careful attention to the detail.

The role of long-term insurance through your lifetime

How various long-term insurance products can be used in each life stage to achieve optimal results.

How to set up a trust for your special needs child

Those with special needs can be particularly vulnerable to being taken advantage of and, as a parent, putting structures in place to manage and administer your child’s affairs is paramount.

Estate planning: When is it appropriate to set up a trust?

It is important to be absolutely clear on your intentions for forming the trust and what you intend the trust to achieve.

15 common mistakes made by first-time property buyers

And some advice on how to avoid them.

Offshore trusts: Onerous reporting obligations

Before setting up an offshore trust, it is worth understanding one’s reporting obligations.

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