Crue
Business Finance in Cape Town

Whether you have just started working, near retirement or even in retirement, are in the process of accumulating wealth, we'd love to help you plan.
We are passionate about helping people.

The most important fundamental when it comes to personal financial planning, is that the entire process is about you. From the very first meeting to the final implementation of your chosen financial solutions, the underlying pillar of our business is that all our advice and service must be in your best interests. As a first step in the process, we will set up an initial consultation with you which is entirely free of charge. In our meeting, we will get to know each other, explain our financial planning processes to you, discuss our fee structure and understand more about your financial position. Our service offering to you is our expert financial advice. At no stage during our interactions will we push products, sell policies or advise you to churn existing policies. All our advisors have university qualifications and are Certified Financial Planners, which is the highest internationally recognised qualification in our industry. The first step in our process will therefore be to understand where you are financially. This will involve discussions about what policies and investments you currently have in place, what you earn, how much you spend, whether you have a Will, potential inheritances, financial constraints or difficulties, and any other information that will assist us in getting a full overview of your current financial position. We hold client-advisor confidentiality in the highest regard, and all information shared between our advisors and our clients is guarded with great care. Understanding where you want to be financially is key to developing your financial plan. After our initial consultation, your financial advisor together with his team of para-planners and in-house experts, will perform a complete analysis involving every aspect of your plan. Part of the value we add as financial advisors involves taking all the information regarding where you are, analysing where you want to be, and then developing a comprehensive, but easy-to-understand financial plan which we will present to you at our second meeting. The plan is, in essence, your personalised map of how to get there. Having read for her BA LLB degrees from Rhodes University, she is passionate about behavioural finance, consumer education and empowering others to make informed money choices. She is currently doing much-needed research into the unique financial challenges of women through an online survey entitled Women & Their Wealth. If you are female and over the age of 18, we would be so grateful if you could complete this anonymous survey. Crue Invest is one of 12 financial planning practices in South Africa to be accredited as an FPI Approved Professional Practice. This accreditation recognises that Crue Invest meets the highest ethical standards in the pursuance of our profession. The accreditation reinforces that our standards in terms of knowledge, expertise and ethical conduct are amongst the best in the country.