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ADVISORS FROM

Crue Invest (Pty) Ltd

Gareth Collier

Crue Invest (Pty) Ltd

Cape Town

SHOW SPECIALITIES

Business risk & succession planning Employee Benefits Estate planning Local & offshore investing Personal financial planning Retirement planning Wealth Management

Devon Card

Crue Invest (Pty) Ltd

Cape Town

SHOW SPECIALITIES

Business risk & succession planning Employee Benefits Estate planning Local & offshore investing Personal financial planning Retirement planning Wealth Management

Eric Jordaan

Crue Invest (Pty) Ltd

Cape Town

SHOW SPECIALITIES

Estate planning Investment Retirement planning Tax planning Wealth Management

Craig Torr

Crue Invest (Pty) Ltd

Cape Town

SHOW SPECIALITIES

Estate planning Investment Retirement planning Wealth Management

Viewing 1 - 4 of 4 total

LATEST FROM

Crue Invest (Pty) Ltd

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.

Famous last words: is your will valid?

27 October 2020 / By Craig Torr

How to reduce uncertainty when it comes to documenting your last words.

Dying without a will: here’s what happens to your earthly possessions

26 October 2020 / By Devon Card

Your estate will be distributed according to the guidelines of intestate succession.

Top 15 things you can do today that your future self will thank you for

22 October 2020 / By Gareth Collier

Avoid having those ‘should’ve, could’ve, would’ve’ moments later on life.

Marriage out of community without the accrual: what is it and what are the implications?

20 October 2020 / By Craig Torr

This marriage regime may be a good fit for couples getting remarried later in life.

The purpose of having an estate plan

19 October 2020 / By Eric Jordaan

An estate plan helps to protect and distribute your wealth in line with your wishes.

Updating your financial plan after marriage

15 October 2020 / By Devon Card

Practical steps couples can take to create structure and fairness when it comes to marital finances.

Don’t let technical jargon stop you from your investment journey

13 October 2020 / By Craig Torr

Eleven investment terms explained.

Financial emigration: what is it and when is it appropriate?

12 October 2020 / By Eric Jordaan

Financial emigration is a complex, lengthy and expensive exercise, and should not be undertaken lightly.

Different retirement funding vehicles and how they work

8 October 2020 / By Devon Card

A look at the rules for withdrawals, early termination and transfer.

Dread disease cover: How does it work, and do you need it?

6 October 2020 / By Gareth Collier

If there's a family history of a specific illness you're concerned about, check the fine print.

Financial infidelity takes many shapes and forms

5 October 2020 / By Craig Torr

This behaviour can destroy trust in a relationship and have long-term detrimental effects for a couple.

Investing: Don’t succumb to your emotional biases

1 October 2020 / By Craig Torr

Rather than live with the regret of following a particular course of action, some investors err on the side of doing nothing at all.

Married in community of property: Financial planning for a joint estate

29 September 2020 / By Eric Jordaan

There are some potentially disadvantageous flaws to this system.

What happens to your debt when you die?

28 September 2020 / By Craig Torr

Failure to make provision for your debt in your estate plan can leave your loved ones financially compromised.

Estate planning: understanding the technical jargon

22 September 2020 / By Devon Card

Examining the more commonly used phrases and terms in estate planning.

10 ways to ensure your children have a healthy relationship with money

21 September 2020 / By Craig Torr

A good relationship with money will set them on the path to financial prosperity.

20 simple steps that will fortify your financial position

17 September 2020 / By Gareth Collier

What to do when your finances are in a somewhat tenuous position.

The 7 Ds of financial planning

15 September 2020 / By Craig Torr

And how they apply to your financial planning journey.

Wills, trusts and deceased estates: Your questions answered

14 September 2020 / By Eric Jordaan

Estate planning and the winding up of deceased estates can be complicated areas to navigate.

Your first child: how to update your financial plan

10 September 2020 / By Gareth Collier

A breakdown of the expenses that need to be taken into account when preparing for your child’s arrival.

The role of your child’s guardian

8 September 2020 / By Eric Jordaan

Choosing a guardian for your children is a huge decision to make and takes careful consideration.

Six major stress factors in retirement

7 September 2020 / By Craig Torr

And how you can reduce anxiety through effective retirement planning.

Financial planning in your 60s: Beware of making these mistakes

3 September 2020 / By Gareth Collier

This decade leaves little room for error.

In-fund annuities: what you need to know

1 September 2020 / By Devon Card

There are many other factors to consider before opting for the in-fund option.

Answers to your frequently asked questions about retrenchment

31 August 2020 / By Craig Torr

What to consider when going through retrenchment.

10 questions to ask before appointing a financial advisor

27 August 2020 / By Devon Card

Choosing the right person and advisory practice is a fairly important decision.

Financial planning for couples married with the accrual system

25 August 2020 / By Eric Jordaan

What couples need to be aware of when making financial decisions.

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