Crue Invest (Pty) Ltd is a fiercely independent, fee-based financial planning practice based in Pinelands, Cape Town. Crue is one of only 14 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.
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 14 years into a niche financial planning company with over R800 million of assets under advice. Crue Invest is owned and managed by a team of eight Directors who are all shareholders in the business.
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.
We are privileged to have a really fantastic team of people working with us at Crue Invest – people who make life fun and interesting, and who continually challenge us to provide better, more innovative services to our clients. Our team of financial planners and administration experts are not only highly qualified professionals, they’re also wonderful human beings who make being a part of Crue Invest truly special. Here’s some more information on our incredible crew:
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 senior financial para-planner at Crue Invest and holds an advanced certificate in financial planning.
Cindy is a senior financial para-planner and holds a Bachelor of Commerce degree.
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.