Providing trusted financial, tax and legal advice to all clients.
Fully disclosing all fees and charges upfront.
Delivering world class service at all times.
Fiercely protecting our independence.
Sue Torr read for her BA LLB degrees at Rhodes University in the Eastern Cape and is an Advocate of the High Court.
Craig Torr read for his B.Comm degree at Nelson Mandela University and is a Certified Financial Planning® professional.
Eric holds BA LLB LLM (Tax) degrees tax and is an admitted attorney. He is also a CFP® professional and has an advanced graduate diploma in financial planning.
Devon read for his B.Comm degree from the University of Cape Town and is a Certified Financial Planning® professional.
Gareth read for his B.Comm degree from the University of South Africa and is a Certified Financial Planning® professional.
Erin is a financial planner at Crue Invest and holds an advanced certificate in financial planning.
Corlene is Crue Invest's Healthcare Director and holds a National Certificate in Wealth Management specialising in Healthcare.
Dominique is a key member of our para-planning team and provides invaluable support and assistance to financial planner, Gareth Collier.
Shana is para-planner to financial planner, Devon Card, and performs a key administrative role for the business.
As office and front desk manager, Shaneez plays a vital role in the smooth running of the day-to-day business, and offers a warm and friendly service to all visiting clients.
Chantelle is Corlene's super-efficient healthcare administrator and assists medical aid customers with a wide range of membership, claims and benefit queries.
Ayden is an experienced administrator and provides essential support to our team of para-planners.
Hannah read for her B.Comm Honours (Financial Planning) degree at Stellenbosch University, and is currently studying for her CFP® designation.
Alex, who is currently completing his B. Comm financial planning degree, is a dedicated financial para-planner to Eric.
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.
Give us a call or drop by anytime, we endeavour to answer all enquiries within 24 hours on business days.