ABOUT US

Crue Invest (Pty) Ltd is a fiercely independent, fee-based financial planning practice based in Pinelands, Cape Town. Crue is one of only 12 practices in South Africa that have received the FPI Approved Professional Practice™ accreditation in recognition of the stringent levels of expertise, advice and ethics applied by the practice.

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Our main goal is to partner with clients for a life-long journey as we help them create and protect their wealth. Crue Invest was founded by husband-and-wife-team, Sue and Craig Torr, in 2004. The business has developed organically over the past 13 years into a niche financial planning company with over R500 million of assets under advice. Crue Invest is owned and managed by a team of eight Directors who are all shareholders in the business. Eric Jordaan, Erin White, Cindy Gordon, Devon Card, Corlene Botha and Gareth Collier, together with Craig and Sue Torr (founding Directors), form Crue’s Board of Directors.

Crue’s Directors are united by a common desire to deliver the highest level of professional advice to our clients for the duration of their lives. Our team of financial and legal experts provide financial advice to individuals who wish to grow and protect their wealth, covering the areas of retirement planning, investments, risk, tax, estate planning, trusts, wills and healthcare. Each financial planner is supported by a dedicated para-planner, with each of our financial planners being experts in their respective fields. Every financial plan is developed and drafted by a team of legal, financial and tax experts to ensure that every client receives a plan that is accurate, appropriate and custom-designed for his/her specific needs.

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Our Conflicts of Interest Management policy can be found here: conflicts-of-interest-managment-policy-2016. As a member of the Financial Planning Institute of Southern Africa, and as an FPI Approved Professional Practice™, we adhere completely with the FPI’s Code of Ethics and Professional Responsibility which can be viewed here: code-of-ethics-and-professional-responsibility