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:
‘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.
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.
Retire right
Setting goals and designing your unique vision for retirement.
Financial literacy for domestic workers
A multi-lingual discussion around debt, credit, saving and budgeting.
Let’s talk about money
Sue Torr is the author of our online financial column, and many of these articles are published on Moneyweb.
10th October 2024
A Type A special trust is an excellent estate planning tool which is designed to take care of people who are not able to manage their own finances, such as a special needs child. A Type A special trust is set up in terms of Section 6B (1) of the Income Tax Act solely for the benefit of a person incapable of managing their own affairs.
7th October 2024
The costs of uncoupling and running two separate households cannot be under-estimated. Given that a divorce generally involves doubling up on one of the family’s largest monthly expenses (being the rent or bond payments), it goes without saying that a family will feel the effects financially.
2nd October 2024
As a married couple, you will want to ensure that you are both adequately provided for in the event of death or disability, so take time beforehand to put the appropriate level of cover in place. If you or your partner have group life cover, investigate whether there are options to increase your cover, keeping in mind that group risk cover is generally more cost-effective than personal life insurance.