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ADVISORS FROM

Crue Invest (Pty) Ltd 

5
Gareth Collier

Gareth Collier

Crue Invest (Pty) Ltd
Cape Town
SHOW SPECIALITIES
5
Devon Card

Devon Card

Crue Invest (Pty) Ltd
Cape Town
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12
Eric Jordaan

Eric Jordaan

Crue Invest (Pty) Ltd
Cape Town
SHOW SPECIALITIES
12
Craig Torr

Craig Torr

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

Crue Invest (Pty) Ltd 

Financial risks faced by cohabiting couples

19 August 2019 / By Eric Jordaan
How to protect yourself in the event of the death of a partner or the dissolution of the relationship.

The fundamentals of investing

15 August 2019 / By Gareth Collier
A portfolio should balances investment risk with investment returns, to achieve a more favourable result over your investment horizon.

Questions to ask your financial advisor

14 August 2019 / By Eric Jordaan
Your advisor should be able to show they'll will work independently for you, and won't be affected by industry/association affiliations.

What children’s books can teach us about money

14 August 2019 / By Craig Torr
'If more of us valued food and cheer and song above hoarded gold, it would be a merrier world' - The Hobbit.

Financial advice to my 25-year-old self

7 August 2019 / By Craig Torr
Wealth is built slowly and deliberately, and has very little to do with the size of your first pay cheque.

Two effective tools to risk-proof your business

7 August 2019 / By Devon Card
Business owners can use business assurance and key person insurance to proactively reduce or mitigate risks, provide liquidity and ensure smooth succession.

Questions to ask the person you plan on marrying

6 August 2019 / By Eric Jordaan
Disparate attitudes towards money, spending, bank accounts and property ownership can lead to unnecessary tension.

How your group life cover and personal insurance work together

5 August 2019 / By Gareth Collier
It's important to determine whether your group life cover is approved or unapproved as tax may affect the quantum of the final payout.

Keep financial planning on track through pregnancy and birth

1 August 2019 / By Devon Card
With your partner, prepare a realistic post-baby budget that covers your maternity leave period, then work out the shortfall.

Financial planning advice for women

29 July 2019 / By Eric Jordaan
Steps women can take to ensure their financial security.

The gender retirement gap

29 July 2019 / By Craig Torr
A look at effective steps women can take to contain the seemingly-insurmountable gap.

The advantages of a retirement annuity

26 July 2019 / By Devon Card
Investors can save tax and, at retirement, withdraw R500 000 tax-free from their RAs.

Making your future retrenchment-ready

22 July 2019 / By Eric Jordaan
Steps to take to ensure that you're retrenchment-ready – and what to do in the event it actually happens.

Ten timeless money habits

22 July 2019 / By Craig Torr
Living within your means is one of the most important financial concepts to understand, if you want to get ahead.

How to make the most of the latest interest rate cut

21 July 2019 / By Gareth Collier
Keep home loan and vehicle repayments unchanged.

How we can all take #actionagainstpoverty this Mandela Day

18 July 2019 / By Craig Torr
A lack of financial literacy and poor access to financial information results in many people owing large amounts of debt and making poor financial decisions.

Why you need an emergency fund

17 July 2019 / By Devon Card
Put your money in an account with an interest rate that at least matches inflation.

Destroy your debt in 10 (not-so-easy) steps

17 July 2019 / By Gareth Collier
It's important to understand the difference between ‘good’ and ‘bad debt’.

Multi-generational financial planning

17 July 2019 / By Eric Jordaan
Part of the planning process is to ensure the next generation is equipped to receive the wealth, appreciate its value and make smart investment choices.

Planning for incapacity: dementia in focus

12 July 2019 / By Eric Jordaan
Most open medical schemes don't recognise the illness as a chronic condition and very little cover is provided.

Smart savings

10 July 2019 / By Eric Jordaan
How to access six different savings vehicles and who should take advantage of them.

9 reasons to engage the services of a financial planner

9 July 2019 / By Craig Torr
As an independent and educated gauge, your advisor fulfils the important, and often indispensable, role of financial touchstone.

Active versus passive investing

8 July 2019 / By Devon Card
Each investment style has its own advantages and disadvantages, which should be considered along with costs and risk.

The benefits of a multi-manager

8 July 2019 / By Gareth Collier
A multi-manager strategically allocates a client’s capital to carefully-selected funds in line with the agreed investment mandate.

Financial considerations on divorce

19 June 2019 / By Craig Torr
Twenty financial planning aspects to work through.

Financial planning for the terminally ill

11 June 2019 / By Eric Jordaan
After diagnosis, you may want to reassess your medical aid plan option, review any potential insurance claims you might have, and consider caring options for the future.

Why the gig economy may appeal to retirees

5 June 2019 / By Eric Jordaan
The continual rise of digital platforms is generating more creative ways for retirees to generate income and contribute meaningfully to the economy.

Ten life events that your adviser can guide you through

5 June 2019 / By Craig Torr
When life happens: almost every significant life event has financial, tax or legal implications.

Choosing your retirement home

30 May 2019 / By Craig Torr
Many retirees find themselves torn between buying section title, investing in a share block scheme or securing life rights to a unit.

You, me and money

29 May 2019 / By Craig Torr
12 tips to making money work in your relationship.

Financial planning for children with special needs

27 May 2019 / By Eric Jordaan
A special needs child's diagnosis, severity, prognosis and life expectancy all impact a parent's financial-planning process.

It matters how you’re married

16 May 2019 / By Craig Torr
Pros and cons of marriage in- and out of community of property.

Navigating financial decisions at retirement

25 April 2019 / By Eric Jordaan
A look at the proportions of savings to be taken as cash and the type of annuity to be purchased.

Are you prepared for a financial ‘blackout’?

12 April 2019 / By Craig Torr
While you can't cover every curveball, it's worth planning for these five eventualities.
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