It’s all about you

We help you to visualise your lifestyle goals and develop a financial plan to help you achieve them over time.

And those you love

We help you assess your risks and put mechanisms in place to protect you and those you love most.

Meet the Crue crew

Get to know our team of financial, legal and tax experts.

“If I had eight hours to chop down a tree, I'd spend six sharpening my axe.” - Abraham Lincoln

Let our professional team of experts help you to achieve your lifestyle goals and plan for a retirement that is uniquely yours.

46% of South Africans are not saving for retirement.

60% of retirement fund members know very little about the fund they are invested in.

55% of retirees would do their retirement planning differently if they had the chance to start again.

47% of retirees wish they had more retirement income.

Our advisory team

Our highly qualified advisory team is passionate about forming long-term, trusted partnerships with our clients.
''Building a trusted advisor-client relationship is the most important part of my job. I thrive on the personal, one-on-one engagements I have with my clients and derive great satisfaction in helping them grow and sustain their personal wealth.''
Craig Torr Director
''Very often we encounter new clients who are sceptical of the financial services industry or who have had bad experiences in the past. I love being able to demonstrate to new clients the professional standards of a fee-based practice such as ours and to build trusted relationships based on mutual respect and transparency.''
Devon Card Director
''Every person’s financial planning journey is different. I love helping clients visualise their goals more clearly and putting steps and timelines in place to achieve their milestones. Watching my clients grow sustainable wealth is hugely rewarding.''
Gareth Collier Director
''Holistic financial planning means understanding the full picture of each client’s portfolio and being able to structure it optimally to ensure that each client can confidently achieve their goals. I enjoy being able to condense complex financial and legal concepts to ensure that clients fully understand the advice being given.''
Eric Jordaan Director

Sue Torr is the author of our online column, ‘Let’s talk about money’. If you would like to subscribe to this column, please ensure your email address below.