Eric holds BA LLB LLM degrees specialisting in Tax, and is an admitted attorney. He is a Certified Financial Planning® professional and holds an Advanced Graduate Diploma in Financial Planning. Eric is a director and shareholder at Crue Invest and has a keen interest in retirement planning, estate structuring and tax.
Crue Invest is a fiercely independent, niche financial planning practice based in Pinelands, Cape Town. Crue Invest is one of only 14 companies that hold the FPI Approved Professional Practice™ accreditation. This accolade recognises that the practice meets the highest ethical standards in pursuance of the financial planning profession. It also reinforces that Crue Invest’s standards in terms of knowledge, expertise and ethical conduct are amongst the best in the country.
Crue Invest is a fee-based practice that aims to form life-long parterships with clients to create and protect their wealth.You could contribute the full proceeds to your retirement annuity, or only contribute the maximum tax deduction and put the rest into another investment solution. ...Our law recognises this need and has made provision for a special type of trust, but there are various factors to consider. ...
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