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Crue Invest in the spotlight as Professional Practice of the Year winners named

Takes runner-up position, with top honours going to Gradidge Mahura Investments.
Crue Invest is part of Moneyweb’s Click an Advisor family. Image: Shutterstock

Advisory firm Crue Invest has been named runner-up to the Professional Practice of the Year title in the 2021 Financial Planning Institute of Southern Africa (FPI) Awards.

Crue Invest, which is part of Moneyweb’s Click an Advisor family, is an independent, niche financial planning practice based in Pinelands, Cape Town.

Founded by Craig Torr and his wife Sue in 2004, it is one of only 14 companies to hold FPI Approved Professional Practice™ accreditation. This accolade recognises that the practice meets the highest ethical standards in pursuance of the financial planning profession.

Crue Invest’s advisors include Craig Torr, Gareth Collier, Devon Card and Eric Jordaan, who regularly share their insights on personal finance, retirement planning, estate planning and investments on Moneyweb.

“We are absolutely thrilled to be a runner-up in the FPI Approved Professional Practice of the Year competition for 2021,” says Torr.

“The competition was tough, and the interview process was gruelling, so we are just so proud of the team for being recognised as one of the top three financial planning practices in South Africa.

“A massive congratulations to Gradidge Mahura for winning the award, and to the other runner-up, BDO.

“We consider it a great privilege to be up there with these great financial planning practices, and for the opportunity to celebrate excellence in our profession together,” says Torr.

“Thanks also to the FPI for keeping the bar high and inspiring us all to work together for the greater benefit of financial planning as a profession.”

The winner of the Professional Practice of the Year Award is Gradidge Mahura Investments, which the institute says, “has been going above and beyond for their clients across the country for many years”.

“We couldn’t imagine a more deserving winner.”

Ryan McCaughey, CFP and executive head of the Western Cape region for financial advisory firm Hewett Wealth, was crowned Financial Planner of the Year.

Says McCaughey: “I feel incredibly honoured to be awarded the FPI Financial Planner of the Year Award 2021.

“In fairness, receiving this award has a lot to do with my incredible team at Hewett Wealth. We set out to establish a truly independent, professional financial planning and advisory business focused on ensuring exceptional outcomes for clients over the long term. Within five years, we have established a truly independent advisory business, with a national footprint, without compromising the integrity of the advice process and client experience.”

Other winners include:

  • Mulalo Nemataheni – Diversity and Inclusion Award;
  • Kobus Kleyn – Harry Brews Award;
  • Henri Le Grange – It Starts with Me Award; and
  • Charlene Kinnear – Top Candidate Award.

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