Fiercely independent,
fee-based advice

Own your financial future.

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A team of financial, legal and
tax experts with a personal touch

Trusted advice from industry experts.

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Certified Financial Planners®

All our advisers hold the CFP® designation.

FPI Approved Professional Practice™

1 of only 14 practices to be awarded this accreditation.

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Fee-based advice

Transparent, up-front professional fees.

Crue Invest is a licensed service provider, FSP No 19025.

''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.
      Age is just a number: Financial planning for mixed age marriages

      Where the older spouse chooses to retire while the other spouse continues working, the couple will need to contemplate how to replace the lost income of the retired spouse without jeopardising their retirement capital. If the couple starts drawing down from their retirement funding too early, it could lead to a situation where the younger spouse is left under-funded for retirement. 

      Read more
      Direct offshore investing: Key steps required to externalize your Rands

      From an income tax perspective, as a South African resident, you will have to pay tax on the interest and dividends earned on your foreign-domiciled investments. This is because South Africa uses a residency-based system to calculate tax, and South African tax residents are required to pay tax on their worldwide assets.

      Read more
      Your first job: Start your financial planning journey now

      Start your career the right way: by spending less than you earn and saving the rest. Before your first pay cheque lands in your account, prepare a budget taking into account any new line items as a result of your changed personal circumstances.

      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
      Give us a call or drop by anytime, we endeavour to answer all enquiries within 24 hours on business days.