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ADVISORS FROM

Crue Invest (Pty) Ltd 

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Crue Invest (Pty) Ltd 

Financial risks faced by cohabiting couples

How to protect yourself in the event of the death of a partner or the dissolution of the relationship.

The fundamentals of investing

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

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

'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

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

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

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

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

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

Steps women can take to ensure their financial security.

The gender retirement gap

A look at effective steps women can take to contain the seemingly-insurmountable gap.

The advantages of a retirement annuity

Investors can save tax and, at retirement, withdraw R500 000 tax-free from their RAs.

Making your future retrenchment-ready

Steps to take to ensure that you're retrenchment-ready – and what to do in the event it actually happens.

Ten timeless money habits

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

Keep home loan and vehicle repayments unchanged.

How we can all take #actionagainstpoverty this Mandela Day

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

Put your money in an account with an interest rate that at least matches inflation.

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

It's important to understand the difference between ‘good’ and ‘bad debt’.

Multi-generational financial planning

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

Most open medical schemes don't recognise the illness as a chronic condition and very little cover is provided.

Smart savings

How to access six different savings vehicles and who should take advantage of them.

9 reasons to engage the services of a financial planner

As an independent and educated gauge, your advisor fulfils the important, and often indispensable, role of financial touchstone.

Active versus passive investing

Each investment style has its own advantages and disadvantages, which should be considered along with costs and risk.

The benefits of a multi-manager

A multi-manager strategically allocates a client’s capital to carefully-selected funds in line with the agreed investment mandate.

Financial considerations on divorce

Twenty financial planning aspects to work through.

Financial planning for the terminally ill

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

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

When life happens: almost every significant life event has financial, tax or legal implications.

Choosing your retirement home

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

12 tips to making money work in your relationship.

Financial planning for children with special needs

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

Pros and cons of marriage in- and out of community of property.

Navigating financial decisions at retirement

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’?

While you can't cover every curveball, it's worth planning for these five eventualities.
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