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Gareth Collier

Gareth Collier

Crue Invest (Pty) Ltd

FSP no: 19025  
CFP®

Gareth is a CFP® professional. Certified Financial Planner® certification is the only globally recognized mark of professionalism for financial planning.


TOP CONTRIBUTOR

Gareth has contributed over 50+ articles to Moneyweb.


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Contact information

 
 
021-5308500
 
Crue House, 5 Long Place, Pinelands, 7405
 
  VISIT WEBSITE

About

Gareth holds a B.Comm degree from the University of South Africa and is a Certified Financial Planning® professional. He is a director and shareholder at Crue Invest (Pty) Ltd, and is driven to provide the highest level of advice and service to his clients. His expertise lies in investment planning, risk protection, business succession planning and employee benefits solutions.

Company info

Crue Invest is a fiercely independent, fee-based financial planning practice based in Pinelands, Cape Town, and is the 2023 FPI Approved Professional Practice™ of the Year. The accolade recognises that the practice meets the highest ethical standards in pursuance of the financial planning profession, and reinforces that the organisation’s standards in terms of knowledge, expertise and ethical conduct are amongst the best in the country.

Gareth on Moneyweb

offshore share portfolio, estate planning, will, reader question

Will my SA will deal with my offshore share portfolio?

9 Feb 2024    1
It will depend on whether you have externalised money using your foreign allowance or if the portfolio is registered in SA. ...
home loan, bond repayments, reader question, financial planning

How many times a year can I pay a lump sum into my home loan?

7 Feb 2024    3
This will depend on your bond agreement and the lending institution's policies. ...
commodities, Reader Question,

Can I invest in physical commodities through my retirement fund?

24 Jan 2024
You may have the option of choosing between a number of strategies depending on how conservatively or aggressively you would like your funds to be invested. ...

Gareth's views

Selecting the right medical aid: Essential factors to guide your decision

5 Sep 2024
The vast array of options can be overwhelming, especially since making direct comparisons isn't always straightforward. ...

Divorce-proofing your finances: A guide for women’s financial planning

20 Aug 2024
Some proactive steps women can take to secure their financial futures and protect themselves should the relationship come to an end. ...

Optimising investment returns through effective tax strategies

30 Jul 2024
Carefully selecting the right investment vehicles and understanding their tax implications, can help optimise savings growth over time. ...
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