• Services
  • What We Do
  • Our People
  • Our Column
  • Services
  • What We Do
  • Our People
  • Our Column
Contact
Contact
  • Insights

heirs

  • Financial Planning, Wills and Estate Planning
  • April 2, 2020
Tips for getting your estate planning file in order
In your estate planning file, you can include instructions pertaining to your burial or funeral. This can be in the form of guidance to your loved ones as to whether you wish to be buried or cremated, where you would
  • Financial Planning, Wills and Estate Planning
  • March 27, 2020
Winding up an estate: A specialist area of expertise
As is evident, the process of winding up an estate is lengthy, time-consuming and administratively intensive. It also requires that the Executor has a good understanding of accounting, finance and tax.
Load More

Subscribe to our online column to stay ahead in a rapidly changing world.

Check your inbox or spam folder to confirm your subscription.

2023 Approved Professional Practice™ of the Year

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

  • Services
  • What We Do
  • Our people
  • Services
  • What We Do
  • Our people
  • Our Column
  • Contact
  • Our Column
  • Contact
  • 021 530 8500
  • [email protected]
Linkedin Twitter Facebook Instagram
© 2026 all rights reserved

For more information regarding: Crue Invest Complaints Policy, Conflict of Interest Management Policy, Protection of Personal Information Policy (POPI), Promotion of Access to Information Act Manual (PAIA) Contact our compliance division at [email protected]

2023 Approved Professional Practice™ of the Year

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

  • Services
  • What We Do
  • Our people
  • Services
  • What We Do
  • Our people
  • Our Column
  • Contact
  • Our Column
  • Contact
© 2026 all rights reserved
  • 021 530 8500
  • [email protected]
Linkedin Twitter Facebook Instagram

For more information regarding: Crue Invest Complaints Policy, Conflict of Interest Management Policy, Protection of Personal Information Policy (POPI), Promotion of Access to Information Act Manual (PAIA) Contact our compliance division at [email protected]

top

Inactive

Search

Services

About

Our People

Our Column

Contact

  • +27 21 530 8500
  • [email protected]

Inactive

  • LET'S TALK ABOUT MONEY
  • June 15, 2026
Retirement annuity
Making the most of your retirement annuity in the 2027 tax year
  • June 11, 2026
Living Will
Living Will, lasting voice: Making your wishes known when you can no longer speak
  • June 10, 2026
Retirement Planning
Retirement is no longer a date — it’s a set of choices
Stay ahead in a rapidly changing world.

Subscribe to receive valuable, market-leading insights.

Read more

Inactive

BUILDING WEALTH
Investment Strategy & Portfolio Management
Evidence-based, globally diversified portfolios aligned to long-term outcomes, not market noise
Intergenerational Estate & Trust Planning
Structures that preserve wealth and protect family relationships
SUSTAINING WEALTH
Family Stewardship & Next-generation Education
Guidance on preparing heirs to become responsible custodians, not just beneficiaries
Retirement & Income Sustainability Planning
Ensuring your assets support your life — and the next
PROTECTING WEALTH
Risk Protection & Capital Preservation Planning
We review and structure risk cover to ensure liquidity, continuity, and protection of your long-term strategy
Healthcare Funding Strategy
We help you structure medical aid and gap cover benefits to provide predictable, sustainable healthcare funding throughout life’s changing stages
Explore all services