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Eric Jordaan

Eric Jordaan

Crue Invest (Pty) Ltd

FSP no: 19025  
CFP®

Eric is a CFP® professional. Certified Financial Planner® certification is the only globally recognized mark of professionalism for financial planning.


TOP CONTRIBUTOR

Eric has contributed over 50+ articles to Moneyweb.


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Contact information

 
 
021-5308500
 
5 Long Place, Pinelands, Cape Town, 7405
 
  VISIT WEBSITE

About

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.

Company info

Crue Invest is a fiercely independent, fee-based financial planning practice based in Pinelands, Cape Town, and is the 2023 FPI Approved Professional Practice™ of the Year. The accolade recognises that the practice meets the highest ethical standards in pursuance of the financial planning profession, and reinforces that the organisation’s standards in terms of knowledge, expertise and ethical conduct are amongst the best in the country.

Eric on Moneyweb

Divorce, financial planning, estate planning, Money Rules

Divorce done, now what? Ensure you’ve ticked these steps off

19 Jul 2024
Eric Jordaan of Crue Invest provides a comprehensive guide on separating your financial affairs, covering everything from personal financial planning to succession planning, ensuring you're well-prepa ...
Estate planning, investments after death, Money Rules, Fiduciary Institute of Southern Africa, Fisa, drafting a will, tips on drafting a will, Eben Nel

What happens to your investments when you die?

10 May 2024
Eric Jordaan of Crue Invest explains why your will may not dictate the fate of all your assets and unravels the intricacies of investment distribution after death. ...
estate duty, estate liquidity, Money Rules, Eric Jordaan

How to calculate estate duty and ensure estate liquidity

12 Apr 2024
Eric Jordaan of Crue Invest shares practical strategies to avoid liquidity shortfalls and mitigate financial risks for your heirs. ...

Eric's views

A contemporary approach to retirement planning

12 Sep 2024
The retirement funding landscape has become considerably more complex, and longer life expectancy has made planning for an extended retirement period more challenging. ...

Understanding retirement funds: A guide for your investment choices

29 Aug 2024
Grasping the mechanics of these vehicles is essential for effective retirement planning and financial security. ...

Factors that can leave women financially vulnerable

15 Aug 2024
Understanding and addressing these issues is crucial for securing financial stability. ...
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