Unlock your financial potential with bespoke financial planning highly personalised service cutting-edge financial technology
A fiercely independent financial planning practice
Services
To build wealth
Local & Offshore Investing
Tailored investment strategies to help clients grow their wealth and achieve their financial goals
Retirement Planning
Comprehensive retirement plans designed to secure a comfortable and worry-free future
Multi-management
Carefully curated investments portfolios that blend the expertise of South Africa's leading fund managers
Risk Profiling
Financial personality profiling to ensure your investments are aligned with your goals
Estate Liquidity
Liquidity analysis to ensure the smooth administration of your estate and peace of mindf for your loved ones
Asset Structuring
Optimised asset structuring to maximise wealth transference to the next generation
Tax Efficiency
Carefully crafted strategies to minimise tax liabilities and to grow and protect your wealth
Drafting Wills
Professional drafting of legacy documents to give effect to your succession plans
Life Cover
Safeguarding your loved ones with tailored insurance solutions
Living Benefits
Protecting yourself against the risk of disability or severe illness
Business Succession
Protecting the continuity of your business through buy & sell assurance
Group Risk Cover
Providing comprehensive life and disability cover to your people
Medical Aid
Advice on selecting the most appropriate medical scheme
Gap Cover
Guidance on choosing the best gap cover product and options
Group Healthcare Benefits
Securing medical aid and gap cover for your people
Membership Queries
Expert assistance with healthcare claims and membership queries
Let's talk about money.
Sue Torr is the author of our online financial column, and many of these articles are published on Moneyweb.
Building wealth, creating futures.
Testimonials
Those who trust us
Crue Invest have been handling my local financial affairs for the last decade or so, with the utmost professionalism and empathy.
STEPHEN
I will always tell everyone I know if I have had great service and I want to congratulate you and your team on providing a very professional service. We are delighted to have found a company we can trust.
TRACEY
Thanks for the very comprehensive and well set out financial plan. I am in this great position today largely due to the excellent financial and investment advice you have provided to me over the years. This has been a great journey and long may it continue!
SHAMEEL
Your time and guidance to date is highly appreciated. Please accept this email as a formal notification of my wish to partner with Crue Invest as my financial planning team. I find Crue’s financial approach and overall ethic appealing and am looking forward to getting my finances on the right track!
CHELSEA
It’s such a pleasure dealing with your staff. The team are absolutely tops! Well done for all the input that goes into running such a smooth and successful entity.
MELANIE
Wow, we so enjoyed our time spent with your team. Your presentation charts and expertise are much valued and appreciated and this has firmly launched us on the path of getting things in order. Many thanks for your valuable time and helping us to a better understanding.
SUSI & CHARLES
We are truly happy we made this decision to join Crue Invest and we can already see the fruit of our decision. There has been a lot of stress taken off my shoulders from you guys and I am truly thankful for that.
You guys are a truly professional team and to be honest really impressed with the service and knowledge I have received from you all. May your business continue to succeed in all areas and may you continue to help those build financial success.
BRYAN
Hi team, I can always count on you for giving me sound and easy to understand financial advice.
RICK
Hi Team
I just want to really thank you for all of the great work, extreme patience, and incredible customer service you have provided me with all of these intricate and delicate matters. It means the world to me to know that my future has been set up for success!
BYRON
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