Gareth holds a B.Comm degree from the University of South Africa and is a Certified Financial Planning® professional. He is a director and shareholder at Crue Invest (Pty) Ltd, and is driven to provide the highest level of advice and service to his clients. His expertise lies in investment planning, risk protection, business succession planning and employee benefits solutions.
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.