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Let’s Talk About Money
Services
Our People

Let’s Talk About Money
Services
Our People

+27 21 530 8500

Let’s Talk About Money
Services
Our People

Let’s Talk About Money
Services
Our People

+27 21 530 8500

Services
Our People
Let’s Talk About Money

Services
Our People
Let’s Talk About Money

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+27 21 530 8500

Creating and protecting wealth

Crue Invest (Pty) Ltd is a fiercely independent, fee-based financial planning practice based in Pinelands, Cape Town.

Risk Services
Retirement & Investment Planning
Healthcare Services
Tax & Estate Planning Services

Risk Services
Retirement & Investment Planning
Healthcare Services
Tax & Estate Planning Services

Our People
Let’s Talk About Money
Contact

Our People
Let’s Talk About Money
Contact

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WHAT WE'RE THINKING

July 22, 2025

Trustees in meeting

Trust begins here: Why your trustee selection matters most

July 17, 2025

Accessing funds in RA

RA access explained: What the two-pot system means for you

July 15, 2025

Drafting a will

A practical guide to drafting your will

Stay ahead in a rapidly changing world

Our monthly insights for strategic business perspectives.

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FINANCIAL

Investment planning

Tailored investment strategies to help clients grow their wealth.

Retirement planning

Comprehensive plans designed to secure a comfortable future.

Education planning

Guidance on saving and investing for educational expenses.

WEALTH

Portfolio management

Active management to optimize returns while managing risk.

Asset allocation

Maximize growth potential via asset diversification.

Risk management

Managing financial risks with insurance and other measures.

TAX

Tax planning

Optimize tax through services like deductions and strategies.

Estate planning

Effective estate planning for taxes and wealth transfer.

Wealth preservation

Preserve wealth for future while reducing taxes.

FEATURED

Adapting to
the digital era

Exploring the Impact of Artificial Intelligence on Business Strategies

Digital Transformation: What Matters Most in Your Sector?

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