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Contact information

 
 
021-5308500
 
5 Long Place, Pinelands, Cape Town, 7405
 
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

Parts of Divorce Act declared unconstitutional: Here’s what it means

20 May 2022    2
Eric Jordaan of Crue Invest unpacks this landmark ruling, its possible impact on marital contracts and divorces, and offers advice on how a stay-at-home spouse can avoid finding themselves in tough sp ...

Why am I not allowed to withdraw money from my RA?

18 May 2022
Because of the tax benefits you get from government in return for saving for your own retirement – but you will have the option of taking up to a third out in cash at age 55. ...

My husband got a preservation fund after I signed divorce papers. Should I sue him?

15 Dec 2021
Legal remedies are available, but will require an amended divorce order to include the division of your ex-husband’s pension interest. ...

Getting married? Here’s all you need to know about antenuptial contracts

3 Sep 2021    3
Eric Jordaan, CFP at Crue Invest, discusses marital contracts available in SA, the costs of having an antenuptial contract drafted, how the contracts affect your financial planning, and whether you ca ...

Can a testamentary trust purchase a vehicle for the guardian to drive?

31 Aug 2021
If circumstances are such that a car needs to be purchased for the benefit of the minor children, and the powers given to the trustees are wide-ranging enough, it is possible. ...
retirement, retirement annuity

Will retirement fund pay a lump sum of husband’s annuity if we agree to it in our divorce?

4 Aug 2021
It is paramount that you understand your rights at divorce and be aware of certain legislation that is applicable to your particular situation. ...
property, should you fix your bond, bond repayments, interest rates

Cohabiting: Can I lay a claim to a property if I can prove financial contribution to the bond?

23 Jun 2021    3
In the absence of a written agreement, the courts will have very little to rely on when making a determination. ...

Retrenched? Finance tips to help you survive

18 Jun 2021    1
Eric Jordaan, CFP at Crue Invest, discusses the options available to you when faced with retrenchment, including how to handle your retirement funds, reprioritising your budget, and when credit protec ...

How can I be sure my investments will be safe when choosing a new advisory firm?

8 Apr 2021
Will professional indemnity insurance cover a client’s funds, and against what? ...

Community of property: dealing with a spouse’s estate after death

15 Mar 2021
Eric Jordaan – Director, Crue Invest. ...

Will I be declared insolvent if my late partner’s estate is declared insolvent?

10 Mar 2021
As you were married in community of property, you and your spouse are jointly liable for each other’s debt. ...

Buy additional years of pensionable service, or put money into an RA?

23 Feb 2021    3
And what are the pros and cons of both? ...

Can a parent claim for a loan repayment against their child’s joint estate?

12 Jan 2021    5
She married in community of property and is now getting divorced. ...

How can I ensure land I donate to my ex doesn’t form part of her marriage?

25 Nov 2020    1
If your ex is married in community of property, the vacant land you donate will form part of the joint estate – but there are various options open to you. ...

How do we amend an inter-vivos trust amid lockdown restrictions?

30 Sep 2020
With Covid-19 travel limitations there is no way we can get the necessary documents originally signed by my son. ...

What are the tax implications of my business making donations to a trust?

1 Sep 2020
Before making donations from funds in your CC, make your tax-deductible contribution to a retirement fund. ...

What are the tax implications of transferring a farm into a company?

4 Aug 2020
The first consideration is how the transfer will be effected. ...

Are the fees charged by testamentary trustees legislated?

2 Jul 2020
And what constitutes a dereliction of duty by these trustees? ...

How does a recent court ruling affect living annuities in divorce?

9 Jun 2020
The SCA ruled that the right to receive annuity payments is an asset in the annuitant’s estate and can be taken into account for the determination of accrual. ...

Is rental property still a good investment?

20 May 2020
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 Apr 2020
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 Mar 2020
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 Sep 2019
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 Aug 2019
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 Jun 2019
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
Why Crue Invest prides itself on being fiercely independent. ...
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Eric's views

Planning to get married? A comparative analysis of marital regimes

23 May 2022
And for those who are hesitant to tie the knot, we have included the financial and legal consequences of cohabitation. ...

Reducing delays in your estate administration

19 Apr 2022
To avoid continued heartache and potential financial difficulty for your loved ones, you can take some concrete steps when undertaking estate planning. ...

What your ante-nuptial contract means for your financial planning

4 Apr 2022
An ante-nuptial contract is a hugely important document in the life of a married couple and deserves careful attention. ...

Estate planning mistakes to avoid

24 Mar 2022
Mistakes can have far-reaching consequences for those you leave behind. ...

The important role of special trusts

10 Mar 2022
These trusts are designed to protect and ensure safe custody of assets intended for those who are unable to manage their financial affairs. ...

The key differences between life and living annuities

21 Feb 2022    1
And what factors should be taken into account when determining which structure is best suited for your needs. ...

Offshore investing: Direct versus indirect options

15 Feb 2022
Understanding the role your investment is destined to play in your overall portfolio is key to determining how best to externalise your money. ...

Tax year-end: Maximise your available tax deductions

19 Jan 2022
Now is an opportune time to make sure that you’ve taken advantage of the available tax breaks available to you. ...

Retirement annuities: Everything you need to know

12 Jan 2022
There’s a lot more to this impressive retirement funding structure than meets the eye. ...

Estate administration: The winding up of your financial affairs

30 Nov 2021
The administration process can be time-consuming and laborious. ...

Key decisions to be made at retirement

16 Nov 2021
And what to consider in the evaluation process. ...

Seven things to consider when choosing a marriage contract

8 Nov 2021
Getting your marital contract wrong can cause financial distress if your marriage comes to an end. ...

The roles of people mentioned in your will

21 Oct 2021
It is important to ensure that the people you nominate are appropriate for your estate plan. ...

Severe illness cover: Your questions answered

14 Oct 2021
Products are now more comprehensive, increasingly complex, and somewhat difficult for the layperson to understand. ...

The A-Z of long-term insurance

27 Sep 2021
Insight into some of the most common terms in the long-term insurance industry. ...

The costs involved in winding up a deceased estate

23 Sep 2021    2
Over and above ensuring your estate’s solvency, it is also important to determine whether it has sufficient liquidity to settle its liabilities, taxes, and other financial commitments that may arise ...

The role of the Guardian’s Fund

13 Sep 2021
The Guardian’s Fund serves, amongst other things, to protect and manage money inherited by minor children. ...

How to set up a trust for your special needs child

31 Aug 2021
Those with special needs can be particularly vulnerable to being taken advantage of and, as a parent, putting structures in place to manage and administer your child’s affairs is paramount. ...

Estate planning: When is it appropriate to set up a trust?

26 Aug 2021
It is important to be absolutely clear on your intentions for forming the trust and what you intend the trust to achieve. ...

Financial planning for women: Protecting your finances against divorce

3 Aug 2021
The best time to put mechanisms in place to protect yourself financially is at the start of a relationship. ...

When and how to set up a testamentary trust

28 Jul 2021
A testamentary trust is easy to set up and can have significant benefits for your loved ones. ...

Estate planning: The value to your surviving spouse of putting your affairs in order

20 Jul 2021
Most South Africans are Covid-fatigued but, as the trajectory of the third wave continues upwards, it’s only natural to think about how the possibility of sudden death would impact those we leave be ...

What happens to your retirement funds when you die?

24 Jun 2021
The distribution of retirement fund benefits depends largely on the nature of the product, the applicable legislation, and the will of the retirement fund member. ...

The distribution of retirement death benefits

2 Jun 2021
In this article, we explore the impact of Section 37C on the distribution of death benefits and what this process entails. ...

The importance of beneficiary nomination

25 May 2021
Depending on the nature of the policy or investment, an estate planner can use beneficiary nomination to reduces estate costs. ...

Recognising and correcting your investment biases

13 Apr 2021
Investment markets are cyclical, turbulent and complex and, as such, create the perfect environment for long-term investors to fall victim to their emotions and biases. ...

Married in community of property: What happens when your spouse dies?

6 Apr 2021
Couples should undertake a transparent, comprehensive estate planning exercise to ensure that no difficulties arise on death. ...

25 steps for drafting a sure-fire will

17 Mar 2021    1
How to ensure your will fully and accurately expresses your wishes. ...

Estate planning: Ensuring that your minor children receive their inheritance

11 Mar 2021    4
Developing an estate plan is imperative. ...

The process of applying for an administrator for a loved one’s estate

22 Feb 2021
There are two options available for the appointment of a third party to manage the affairs of a mentally incapacitated person. ...

Your insurance policies and estate duty

18 Feb 2021
Getting the estate duty implications of your life assurance policies wrong can have severe consequences for your estate and your loved ones. ...

The impact of Regulation 28 on your retirement funds

9 Feb 2021
Regulation 28 essentially limits asset managers’ allocations of retirements savings to certain assets classes. ...

Estate planning: tax implications on death

28 Jan 2021    1
Understanding the various taxes that your estate could be liable for is an important part of estate planning. ...

The financial duties and responsibilities of your trustees

18 Jan 2021    1
And why choosing financially astute trustees is so important. ...

The process of setting up an inter vivos trust

13 Jan 2021
There are far-reaching financial and legal implications of setting up a trust. ...

Using trusts to achieve your estate planning objectives

7 Dec 2020
The primary functions of trusts are to provide asset protection and continuity of ownership. ...

The financial implications of changing your matrimonial property regime

1 Dec 2020
Changing your marriage contract can be a lengthy and expensive process. ...

Estate planning for your worldwide assets

3 Nov 2020
How to protect your foreign assets and ensure that their succession is correctly planned for. ...

Freedom of testation: don’t take this liberty for granted

29 Oct 2020
There are many who fail to take advantage of this liberty by failing to draft a valid will and, as a consequence, die intestate. ...

The purpose of having an estate plan

19 Oct 2020
An estate plan helps to protect and distribute your wealth in line with your wishes. ...

Financial emigration: what is it and when is it appropriate?

12 Oct 2020    2
Financial emigration is a complex, lengthy and expensive exercise, and should not be undertaken lightly. ...

Married in community of property: Financial planning for a joint estate

29 Sep 2020
There are some potentially disadvantageous flaws to this system. ...

Wills, trusts and deceased estates: Your questions answered

14 Sep 2020    1
Estate planning and the winding up of deceased estates can be complicated areas to navigate. ...

The role of your child’s guardian

8 Sep 2020
Choosing a guardian for your children is a huge decision to make and takes careful consideration. ...

Financial planning for couples married with the accrual system

25 Aug 2020
What couples need to be aware of when making financial decisions. ...

Choosing a matrimonial property regime

18 Aug 2020
Exploring the advantages and disadvantages of each matrimonial property regime. ...

Estate planning: assets that fall outside of your estate

14 Aug 2020    5
And how to deal with these assets. ...

Marriage vs cohabitation: The different financial consequences

27 Jul 2020    2
There are pieces of legislation that recognise the rights of cohabiting couples. ...

Divorce and your retirement funds

23 Jul 2020
The division of assets where a retirement fund or multiple retirement funds are involved is complicated. ...

What happens when your parents can no longer manage their finances?

14 Jul 2020
There are three options available, all of which serve different purposes and are governed by different pieces of legislation. ...

Generational financial planning: Tools for wealth transference

30 Jun 2020
From trusts to business assurance, these tools will ensure the safe transfer of wealth to beneficiaries. ...

Using an inter vivos trust to achieve your objectives

24 Jun 2020
An inter vivos trust can be used to limit estate duty liability, bolster succession planning, or to protect certain assets from creditors. ...

Tax and your estate plan

17 Jun 2020
Understanding how your estate will be taxed and how the various tax laws apply is key to formulating a good estate plan. ...

The division of assets on divorce

8 Jun 2020
Understanding the consequences of your matrimonial property regime is an essential first step in the process. ...

Do you need a will for your foreign assets?

1 Jun 2020
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
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
Special trusts help protect the assets of minor children or beneficiaries with special needs. ...

What to consider when choosing an executor

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

Retrenchment: Financial decisions that need to be made

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

Financial and estate planning advice for cohabiting couples

28 Apr 2020
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 Apr 2020
It is important to stay calm and keep a clear head. ...

Choosing the best entity for your business

2 Apr 2020
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 Mar 2020
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 Mar 2020
How to set yourself up for independent financial security. ...

What happens when you die without a valid will?

5 Mar 2020
Eight factors you need to be aware of. ...

Using insurance to protect your business into the future

18 Feb 2020
Two insurance policies businesses should consider. ...

Avoid these errors when drafting your Will

11 Feb 2020
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 Feb 2020
Financial fitness sets us on a path to achieve our financial goals. ...

The financial consequences of your marriage contract

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

Retiring from your RA: What happens next?

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

What happens when your spouse dies?

20 Jan 2020
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 Jan 2020
Ill-health goes hand-in-hand with ageing. ...

The honeymoon is over: Money management advice for newlyweds

7 Jan 2020
Tips for a happy financial future together. ...

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

1 Jan 2020
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 Dec 2019
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 Dec 2019
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 Dec 2019
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 Nov 2019
Do you know what is the difference between an heir and a legatee? ...

Financial infidelity: Trust is not the only casualty

21 Nov 2019
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 Nov 2019
10 considerations to help you get on track. ...

There is no blueprint for modern day retirement

6 Nov 2019
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 Oct 2019
The abuse of credit cards is often a precursor for future financial difficulties. ...

Financial advice for single mothers

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

Working towards financial freedom

21 Oct 2019
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 Oct 2019
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 Oct 2019
Eight tips to put you more in control. ...

Winding up an estate

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

Drafting a will: your questions answered

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

Your will and other estate-planning tools

13 Sep 2019
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 Sep 2019
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 Sep 2019
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 Aug 2019
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 Aug 2019
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 Aug 2019
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 Aug 2019
Disparate attitudes towards money, spending, bank accounts and property ownership can lead to unnecessary tension. ...

Financial planning advice for women

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

Making your future retrenchment-ready

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

Smart savings

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

Financial planning for the terminally ill

11 Jun 2019
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 Jun 2019
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
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 Apr 2019
A look at the proportions of savings to be taken as cash and the type of annuity to be purchased. ...
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