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.

''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 Services

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.
      Frequently asked questions about Living Wills

      From a legal perspective, the basis of a Living Will is that of ‘informed consent’ which means that the declarant must be fully aware of all the attendant risks involved.

      Read more
      The role of your executor

      The length of the winding up process largely depends on the size and structure of the deceased estate, but can also be delayed in instances where the deceased died of unnatural causes, where the Will is contested, where there are liquidity issues in the estate, or where a surviving spouse or children lodge claims against the estate.

      Read more
      Leaving your legacy: Avoid confusion and invalidity

      When choosing witnesses for your Will, remember that no one who stands to benefit from your estate should be allowed to witness your Will. If a beneficiary to your Will also signs as a witness, he/she can be disqualified from inheriting.

      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.