Fiercely independent,
fee-based advice

Own your financial future.

Let’s talk

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

Trusted advice from industry experts.

Let’s talk

Certified Financial Planners®

All our advisers hold the CFP® designation.

FPI Approved Professional Practice™

1 of only 14 practices to be awarded this accreditation.

Join the Crue community

Subscribe to our monthly newsletter.

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.
      Money market funds and accounts: Different in nature and purpose

      Whereas the risk of a Money Market Account is limited to a single bank, Money Market Funds are well-diversified across numerous institutions. It is the job of the fund’s asset manager to actively seek appropriate investment opportunities in order to provide a higher yield for the investor.

      Read more
      Divorce: Calculating the accrual and dividing the assets

      Living trusts are frequently used by divorcing spouses to hide assets so as to reduce the value of their estates. A spouse married with the accrual is free to set up an inter vivos without the consent or knowledge of his spouse, and is able to transfer any asset to the trust. However, our law does make provision for a spouse to bring a high court application to have the assets held in trust taken into account when calculating the accrual.

      Read more
      End-of-life financial planning

      Through an advance healthcare directive, you can provide your medical proxy with comfort that the decisions they are making are in line with your wishes. For instance, you can include guidelines on when to allow artificial life support, organ and tissue donation, brain autopsy (in the case of dementia or Alzheimer’s disease), feeding tubes, IV hydration, CPR, the use of antibiotics, and blood transfusions.

      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.