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Contact information

Contact Number: 021-5308500 / 082 824 8425
Address: 5 Long Place, Pinelands, Cape Town, 7405


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.


Is rental property still a good investment?

20 May 2020    239
There are several high-level considerations when deciding whether or not a rental property is a good investment. ...

Can I capitalise on the bear market by doing an RA/LA swop?

23 April 2020    38
Retirement annuities, living annuities – any investment decision should be considered within the requirements of a financial plan. ...

Should my mom purchase a retirement property using a trust?

12 March 2020    80
The decision will have to take into account various factors particular to both the individual and the larger family. ...

Will I be taxed for contributions to a new business?

6 September 2019    43
Tax implications will depend on the nature of the business and how you structure the investment. ...

How best do I invest for my grandchildren?

1 August 2019    24
Investing into one or two individual shares exposes you to significant risk. ...

How do I best invest my R6m lump sum from the RAF?

29 June 2019    143
Consider the emotional benefits of owning your own home without the anxiety of paying off a bond. ...

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

24 May 2019    10
Why Crue Invest prides itself on being fiercely independent. ...

Eric's VIEWS  

Do you need a will for your foreign assets?

1 June 2020    19
The main reason for creating a foreign will is to avoid delay in winding up your estate. ...

Planning your affairs: Use these tools effectively

25 May 2020    43
Effective estate planning involves making full use of the mechanisms available to you when crafting your legacy. ...

The benefits of special trusts

20 May 2020    25
Special trusts help protect the assets of minor children or beneficiaries with special needs. ...

What to consider when choosing an executor

14 May 2020    68
Your executor will need widespread skills and acumen to fulfil their duties effectively. ...

Retrenchment: Financial decisions that need to be made

4 May 2020    136
What to do with your severance package, retirement benefits, group life cover and medical aid. ...

Financial and estate planning advice for cohabiting couples

28 April 2020    58
Cohabitants leave themselves financially exposed in the event of the relationship coming to an end or in the event of death. ...

What to do if you get retrenched

14 April 2020    591
It is important to stay calm and keep a clear head. ...

Choosing the best entity for your business

2 April 2020    26
It is essential to choose the right format at the outset to avoid administrative, financial and legal difficulties as your business grows. ...

The value of testamentary trusts

26 March 2020    45
These trusts can be used to protect and preserve assets bequeathed to minor children, mentally or physically disabled beneficiaries or a surviving spouse.   ...

Unmerging your money after a divorce

16 March 2020    19
How to set yourself up for independent financial security. ...

What happens when you die without a valid will?

5 March 2020    123
Eight factors you need to be aware of. ...

Using insurance to protect your business into the future

18 February 2020    15
Two insurance policies businesses should consider. ...

Avoid these errors when drafting your Will

11 February 2020    426
The last thing any testator would want is to create confusion among their heirs. ...

Financial fitness: Developing a training programme that works for you

6 February 2020    21
Financial fitness sets us on a path to achieve our financial goals. ...

The financial consequences of your marriage contract

3 February 2020    100
How your choice of marriage regime can impact you. ...

Retiring from your RA: What happens next?

30 January 2020    85
There is no one-size-fits-all solution when it comes to retiring from an RA. ...

What happens when your spouse dies?

20 January 2020    241
You may face financial challenges if you don't understand the impact of your marital property regime. ...

Healthcare costs in retirement: Don’t rely on wishful thinking

14 January 2020    69
Ill-health goes hand-in-hand with ageing. ...

The honeymoon is over: Money management advice for newlyweds

7 January 2020    63
Tips for a happy financial future together. ...

New Year’s Revolution: Practical tips to revolutionise your money management in 2020

1 January 2020    45
Turning your financial situation around means taking steps to manage your money better, smarter and purposefully. ...

Multi-sensory selling: How retailers entice you to spend your hard-earned money

19 December 2019    38
Retailers manipulate your senses to get you to spend more time in-store and to spend more money. ...

Maximise your legacy: Effective estate planning tools

10 December 2019    30
You can use estate planning tools to make financial provision for your loved ones, ensure smooth business succession and account for offshore assets. ...

Freedom of testation: Understanding key concepts and principles

2 December 2019    14
Estate planning is a complex area of expertise and it helps to understand key concepts and principles before developing one’s legacy. ...

Financial terminology: Know the difference between these key concepts

26 November 2019    29
Do you know what is the difference between an heir and a legatee? ...

Financial infidelity: Trust is not the only casualty

21 November 2019    14
Financial infidelity can cause arguments, unhappiness in the home, built-up resentment and anger, financial instability, and even divorce. ...

Working your life away: What happens if you can’t afford to retire

14 November 2019    123
10 considerations to help you get on track. ...

There is no blueprint for modern day retirement

6 November 2019    51
With rapidly increasing longevity and the advent of new investment vehicles, it is unlikely that you will be able to use your parents’ retirement plan. ...

Mounting credit card debt: A financial horror story

30 October 2019    134
The abuse of credit cards is often a precursor for future financial difficulties. ...

Financial advice for single mothers

25 October 2019    53
Besides the gender pay gap and running a single-income household, single mothers face unique challenges. ...

Working towards financial freedom

21 October 2019    39
A mindset is needed of working towards a point where we can do whatever we like for the rest of our lives. ...

Money mistakes to avoid in your 30s

16 October 2019    280
The financial decisions you make in your thirties can set the general course of your financial journey – it’s essential to get them right. ...

Managing your money stresses

2 October 2019    26
Eight tips to put you more in control. ...

Winding up an estate

19 September 2019    144
Executors need a good understanding of accounting, finance and tax. ...

Drafting a will: your questions answered

17 September 2019    40
If you die intestate the state appoints a legal guardian for your children. ...

Your will and other estate-planning tools

13 September 2019    58
Estate planning aims to protect your wealth while you're alive and ensure the maximum amount is transferred to beneficiaries after your death. ...

How to plan to not retire

11 September 2019    94
Financial planners need to come alongside their clients as they define their own version of the retirement life stage. ...

Questions to ask yourself before you retire

5 September 2019    71
Consider where you'll live, your budget, your longevity, and what you'll do with your time, among other things. ...

What prevents people from seeking financial advice?

27 August 2019    23
Sadly, many people wait until retirement before seeking financial advice – only to discover that they are under-funded for retirement. ...

Financial risks faced by cohabiting couples

19 August 2019    47
How to protect yourself in the event of the death of a partner or the dissolution of the relationship. ...

Questions to ask your financial advisor

14 August 2019    79
Your advisor should be able to show they'll will work independently for you, and won't be affected by industry/association affiliations. ...

Questions to ask the person you plan on marrying

6 August 2019    76
Disparate attitudes towards money, spending, bank accounts and property ownership can lead to unnecessary tension. ...

Financial planning advice for women

29 July 2019    41
Steps women can take to ensure their financial security. ...

Making your future retrenchment-ready

22 July 2019    37
Steps to take to ensure that you're retrenchment-ready – and what to do in the event it actually happens. ...

Multi-generational financial planning

17 July 2019    3
Part of the planning process is to ensure the next generation is equipped to receive the wealth, appreciate its value and make smart investment choices. ...

Planning for incapacity: dementia in focus

12 July 2019    58
Most open medical schemes don't recognise the illness as a chronic condition and very little cover is provided. ...

Smart savings

10 July 2019    42
How to access six different savings vehicles and who should take advantage of them. ...

Financial planning for the terminally ill

11 June 2019    37
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    54
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    54
A look at the proportions of savings to be taken as cash and the type of annuity to be purchased. ...

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