9 Certified Financial Planners®

All our advisers hold the CFP® designation.

2023 FPI Approved Professional Practice™ of the Year

1 of only 14 practices to be awarded this accreditation.

In-house tax and legal advisors

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Fiercely independent, fee-based advice

Transparent, up-front professional fees.

Crue Invest is the 2023 FPI Approved Professional Practice™ of the Year

''The best time to plant a tree was twenty years ago. The second best time is now.''
- Chinese proverb

It’s never too late to start planning your financial future. Partner today with a trusted adviser to secure your financial tomorrow.

Our Expertise

Our team provides expert advice on all aspects of financial planning which includes:
Investment advice

Local & offshore investing, multi-managers & DFMs, investor risk analysis and bespoke investment strategies.

Retirement planning

Retirement modelling, retirement funding vehicles, cashflow modelling & annuity income.

Tax & estate planning

Trusts, estate duty, estate structuring, CGT & income tax.

Risk management

Life, capital disability, income protection, dread disease, business assurance & key person cover.

Business planning

Business assurance, key person cover, business overheads protection & buy and sell agreements.

Employee benefits

Group risk cover, group retirement funds, funeral cover & employee medical aid benefits.

Healthcare

Medical aid & gap cover.

Wills

Last Will & Testament, Living Wills, Advance Directives.

‘A year from now you will wish you had started today.’ - Karen Lamb

Did you know?

Only 6% of South Africans can afford to retire.

Over half of all income earners do not have income protection in place.

Over 50% of retirees wish they had started investing sooner.

What our clients say

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

After more than a year of searching we are extremely happy to have found CRUE!!

Mark

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

Crue Invest have been handling my local financial affairs for the last decade or so, with the utmost professionalism and empathy.

Stephen

Find out more about our financial education programmes.

We have developed a number of financial education courses that we run regularly at businesses, organisations and NGOs.

Getting your financial affairs on track

Financial advice for young professionals who want to start their investment journeys the right way.

  • Getting your financial affairs on track
  • Retire right

    Setting goals and designing your unique vision for retirement.

  • Retire right
  • Financial literacy for domestic workers

     A multi-lingual discussion around debt, credit, saving and budgeting.

  • Financial literacy for domestic workers
    • Let’s talk about money

      Sue Torr is the author of our online financial column, and many of these articles are published on Moneyweb.
      Legal documents and trusts
      Estate planning: Navigating the types and uses of trusts

      Bewind trusts are created as trading vehicles and provide trustees with limited liability as well as certain tax benefits for beneficiaries. In a bewind trust, the trust founder sets up the trust in such a way that the assets and income generated from the assets vest in the beneficiaries while the trustees only have administrative control of the trust assets.

      Read more
      Divorcing couple
      Understanding the economic impact of divorce

      If you have been awarded capital as part of your divorce settlement, you’ll likely want to take steps to protect and grow this capital. If you’re awarded a portion of your spouse’s pension interest, you have the option to withdraw the funds (subject to the withdrawal tax tables) or transfer them into a retirement fund in your own name.

      Read more
      Long-term investing
      The power of a long-term investment strategy

      Research is clear: most investors who try to time the markets underperform against those who stick to their long-term investment strategy. 

      Read more

      Come and have a cup of coffee with us.

      We’d love to help you plan.

      5 Long Place, Pinelands, Cape Town

      Email: [email protected]
      Phone: +27 21 530 8500
      Crue Invest (Pty) Ltd is a licensed Financial Services Provider FSP 19025

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