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The Financial Planning Institute announces Crue Invest as an FPI Approved Professional Practice™

Published

2017

Tue

31

Jan

Johannesburg: Last week, Crue Invest became part of an elite group of financial planning businesses when it was recognised as an FPI Approved Professional Practice™, making it the 13th financial planning business in the country to receive this prestigious recognition.
 
“We are pleased to have Crue Invest as an FPI Approved Professional Practice™ firm. This is a proud achievement for the practice and FPI, following a stringent approval process. We are confident that Crue Invest will assist in raising the standards of the financial planning industry in South Africa, as well as creating the assurance that the quality of service they offer is not dependent on single individuals”, said Sherma Malan, CFP®, Head: Member and Corporate Relations at FPI.
 
Crue Invest, which was founded by husband-and-wife-team Sue and Craig Torr in 2004, is owned and managed by a team of legal, financial and tax experts, all of whom are shareholders in the business. Each and every client receives an expertly drafted financial plan.
 
“We are absolutely delighted to receive this accreditation and to receive recognition for our ongoing strategic commitment to provide the highest level of legal and financial expertise that is built on unwavering ethics.” said Craig Torr, Director at Crue Invest.
 
“We set our course thirteen years ago when we started the business, committed to ‘taking the moral high ground’ by intentionally providing fiercely independent, fee-based financial advice to our clients. Our main objective has always been to provide the highest caliber of truly independent advice to our clients, underpinned by honesty and integrity in everything that we do,” he added.
 
“This recognition follows a stringent audit of our business by the Financial Planning Institute (FPI), and confirms that our practice meets the highest ethical standards in the pursuance of our profession. The recognition reinforces that our standards in terms of knowledge, expertise and ethical conduct are amongst the best in the country. We are thrilled,” added Torr.
 
FPI introduced the Approved Professional Practice™ brand, as an initiative that will make it easier for consumers to identify financial planning practices that adhere to the pinnacle of global professionalism.
 
Source: FleishmanHillard
 
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