Edge Financial Group is your very own local financial services company assisting you with sustainable wealth creation and is a licenced FSP.
Edge Financial Group (FSP 7892) is an Independent Financial Services company specializing in individual and group portfolio management, short term insurance, retirement fund, financial and medical aid advice. Since inception, our clients have always been top priority.
One of our strongest features is that we have a specialist for each specific service that we provide. We are therefore able to provide both group and individual clients with the most up to date and professional advice. For us the trust relationship that we build with our clients highlights the principles and values that we aspire to in our business, and this philosophy has our continued client loyalty and support.
One of our strengths is that we do not work purely on an upfront fee based system. Our fees are spread over the period of the client’s investment. This ensures that we at Edge work harder and stay in contact with our clients to provide all clients with more updates and reports than our opposition.
Another strength is that we are the only Port Elizabeth based company to have our Category 1 and Category 2 Asset Management License. When we first opened in September 2001 we offered only the basic financial services, but as our business grew so too did our product offering and list of financial service providers and, ultimately, our client base.
Let Edge help you find a solution that will give you peace of mind that you are covered for all those unforeseen circumstances, whether it be Disability Cover, Protecting your Income, Education for the children or even Retirement planning and more - we can assist you.
"Keeping the End in Mind"
We offer the following for individual, employers/employees or companies:
• Individual Savings plans - Endowments
• Individual & Company Medical Aid
• Employee Benefits
• Trusts, wills and estates, banking and financing
• Local Funds (525 investment funds, including Investec, Glacier, Old Mutual & Coronation)
• Local & Offshore property funds and investments
• Direct Offshore Investments (QROPS, Bonds, Structured notes and OPES)
• Income Protection
• Life cover for Bond Cover
• Personal Life Cover
• Individual Life, disability and Dread Disease Cover
• Retirement, Pension & Provident Fund advice
• Retrenchment policies
• Funeral Cover
• Temporary and Permanent Income Disability
• Short Term Insurance (Commercial & Personal Lines)
• Keyman Cover
• Business Assurance
• Servicing quotes
