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Contact information

Contact Number: 021-5308500 / 082 824 8425
 
Address: 5 Long Place, Pinelands, Cape Town, 7405
 
Website: https://www.crue.co.za

About

Eric holds BA LLB LLM degrees specialisting in Tax, and is an admitted attorney. He is a Certified Financial Planning® professional and holds an Advanced Graduate Diploma in Financial Planning. Eric is a director and shareholder at Crue Invest and has a keen interest in retirement planning, estate structuring and tax.

Company Info

Crue Invest is a fiercely independent, niche financial planning practice based in Pinelands, Cape Town. Crue Invest is one of only 14 companies that hold the FPI Approved Professional Practice™ accreditation. This accolade recognises that the practice meets the highest ethical standards in pursuance of the financial planning profession. It also reinforces that Crue Invest’s standards in terms of knowledge, expertise and ethical conduct are amongst the best in the country. 100% of the company’s advisers hold the CFP® designation. Crue Invest is a fee-based practice that aims to form life-long parterships with clients to create and protect their wealth.

Eric ON MONEYWEB  

‘Independence is one of the most important aspects of any advisory firm’

24 May 2019    6
Why Crue Invest prides itself on being fiercely independent. ...

Eric's VIEWS  

Financial planning for the terminally ill

11 June 2019    34
After diagnosis, you may want to reassess your medical aid plan option, review any potential insurance claims you might have, and consider caring options for the future. ...

Why the gig economy may appeal to retirees

5 June 2019    49
The continual rise of digital platforms is generating more creative ways for retirees to generate income and contribute meaningfully to the economy. ...

Financial planning for children with special needs

27 May 2019    44
A special needs child's diagnosis, severity, prognosis and life expectancy all impact a parent's financial-planning process. ...

Navigating financial decisions at retirement

25 April 2019    53
A look at the proportions of savings to be taken as cash and the type of annuity to be purchased. ...
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