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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  

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    20
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    130
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  

Money mistakes to avoid in your 30s

16 October 2019    69
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    98
Executors need a good understanding of accounting, finance and tax. ...

Drafting a will: your questions answered

17 September 2019    38
If you die intestate the state appoints a legal guardian for your children. ...

Your will and other estate-planning tools

13 September 2019    57
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    45
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    78
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    40
Steps women can take to ensure their financial security. ...

Making your future retrenchment-ready

22 July 2019    35
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    53
Most open medical schemes don't recognise the illness as a chronic condition and very little cover is provided. ...
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