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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  

Should my mom purchase a retirement property using a trust?

12 March 2020    74
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    141
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. ...
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Eric's VIEWS  

The value of testamentary trusts

26 March 2020    44
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    113
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    423
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    98
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    236
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    29
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. ...
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