CRUE INVEST: COMPANY PROFILE
Crue Invest is an independent, fee-based financial planning practice established in 2004 and proudly recognised as an FPI Approved Professional Practice. Our team of CERTIFIED FINANCIAL PLANNER® professionals works collaboratively to provide holistic, lifestyle-based financial planning to private clients, families, professionals, retirees and business owners. We combine technical expertise with deep care, personal connection and stewardship, walking alongside our clients as long-term partners. Our work is grounded in values, excellence and transparency, supported by rigorous internal compliance, robust planning methodology and evidence-based investment principles.
IDEAL CLIENT
We work best with clients who are:
- Engaged and willing to participate actively in their planning process.
- Aligned to a long-term partnership built on trust and transparency.
- Committed to stewarding their wealth with purpose and intention.
Typically, our clients value professional expertise and clear advice, and they appreciate a thoughtful, structured financial plan to guide major life decisions.
FINANCIAL PLANNING PHILOSOPHY
We believe the purpose of financial planning is to help people live meaningful, financially confident lives — today and in the future. Our work begins with understanding each client’s values, goals and priorities before designing a plan to support them. We take an integrated approach that considers investment strategy, risk protection, tax efficiency, retirement funding, estate planning, philanthropy, and intergenerational stewardship. We favour evidence-based investment principles, disciplined decision-making, and the avoidance of emotional, short-term reactions to markets. Our role is to bring clarity, structure and objectivity to financial decision-making, and to remain a constant strategic partner through life’s transitions and complexities.
PROFESSIONALISM
Professionalism forms the foundation of our culture and advice process. We uphold:
- The highest ethical and professional standards set by the FPI.
- Continuous professional development across our advisory and support teams.
- Clear documentation, transparent recommendations, and diligent compliance oversight.
- Internal peer review of all financial plans to ensure rigour, suitability and quality.
FINANCIAL PLANNING FEE
Crue Invest operates on a transparent, fee-based advisory model. Fees may consist of:
- Initial planning fees, based on the complexity and scope of work.
- Ongoing advisory fees, linked to assets under advice using a sliding scale.
SERVICES
We offer a full suite of integrated financial planning services, including:
- Comprehensive lifestyle financial planning
- Retirement and later-life planning
- Investment and portfolio structuring (local and offshore)
- Estate planning and legacy structuring
- Risk and insurance planning
- Employee Benefits Consulting
- Healthcare and medical scheme advisory
- Trust, fiduciary and succession planning coordination
OTHER RELEVANT INFORMATION
- Crue Invest is fully independent and not affiliated with any product provider.
- Our advisory process is team-based, ensuring continuity, expertise sharing and multi-generational client support.
- We are committed to long-term stewardship, education and financial empowerment — both within families and across communities through our outreach work.