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.
      Estate planning: Securing your minor child’s inheritance

      You are not able to appoint beneficiaries to your unit trust investments as, in the event of your death, the proceeds will fall within your estate and will be distributed in accordance with your wishes. Keep in mind that the proceeds of these investments will be subject to estate duty and executor’s fees. 

      Read more
      Here’s why divorce financial planning is so important

      If you are awarded a share in your spouse’s pension interest as part of your divorce settlement, it is imperative to get sound financial advice in this regard. There are a number of options available to you, all of which have tax and other financial implications.

      Read more
      10 critical steps to take in the wake of retrenchment

      Your severance package is separate from your retrenchment benefit (retirement fund benefits) and includes the one week’s pay for every year worked and all other monies owing by your employer as a consequence of your employment. From a tax perspective, your severance package will be taxed in the same manner as your retrenchment benefits, with tax being calculated on the combined value of your retrenchment benefits and severance package.

      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.