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.

From left: Erin White, Hannah Myburgh, Craig Torr, Eric Jordaan, Devon Card, Gareth Collier

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