Blog and News

How to choose the most appropriate savings vehicle for your needs

by Craig Torr - Crue Invest

how to choose the most appropriate savings vehicle for your needsWith it being National Savings Months, this article takes a closer look at seven vehicles which can be used to house your savings, how to use them most appropriately and effectively, and the tax implications of doing so. Access bonds If you have an access bond, this facility is an excellent place to house any additional savings. An access bond allows you to make additional payments towards your home loan and then to draw from these funds as and when needed...

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Five ways to build a solid financial foundation

by Phiko Peter - Allan Gray Client Relationship Manager

five ways to build a solid financial foundationMost of us start our careers in our early twenties and plan to earn an income for about four decades before reaching retirement age. Along the way we will encounter a range of life-changing experiences, which may include births and deaths, marriages and divorces, unexpected windfalls, and costly emergencies. Drawing from his own experiences as a young professional, Phiko Peter discusses the importance of laying...

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A Primer on Life Insurance: What you need and why

by Sinenhlanhla Nzama - Investec Life Head of Product Actuary

A primer on life insurance: what you need and whyEverything is okay until it isn't. When we're in good health with a stable income and a fulfilling professional career, it's tempting to think that nothing could possibly go wrong. But if Covid-19 has taught us anything, it's that a lot can go wrong quickly. We simply can't predict when a life-changing event like cancer, disability, let alone a disease we haven't seen yet like Covid-19, will affect our ability to earn an income...

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Your Insurance Cover: Read the fine print

by Devon Card - Crue Invest

Your Insurance Cover: Read the Fine PrintThe life insurance industry is inundated with technical jargon and product design complexities which are very often difficult for a layperson to understand. In addition, policy documents are generally lengthy reams of paper and many people avoid reading altogether. When taking life cover, pay attention to the...

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The Accrual System: This is why estate planning is so important

by Devon Card - CFP at Crue Invest

The Accrual System: This is why estate planning is so importantFailing to deal adequately with the impact of the accrual system where the marriage is dissolved by death can lead to serious financial complications. Estate planning is an important exercise for couples married with the accrual system to undertake as failing to deal adequately with the impact of the accrual system where the marriage is dissolved by death can lead to serious financial complications and heartache...

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News

Welcome to our news section where we will do our very best to keep you up to date with relevant and interesting information about investing, investments and the financial services industry in general.

Recent articles

  1. How to choose the most appropriate savings vehicle for your needs
  2. Five ways to build a solid financial foundation
  3. A Primer on Life Insurance: What you need and why
  4. Your Insurance Cover: Read the fine print
  5. The Accrual System: This is why estate planning is so important