Edge Financial Group

www.edgefinance.co.za

Edge Financial Group is a financial services company specializing in individual and group portfolio management, 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 relevant specialist for each specific service that we provide. We are therefore able to provide our group and individual clients with the most up to date and professional advice. We pride ourselves on constantly offering a more personalized service to our clients. Our clients are our most valued “assets”. Not only were we the first company in the Eastern Cape to become fully compliant with the new FAIS legislation, but we were also able to enter the market at a time when upfront commission structures were becoming an extremely contentious issue. 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 work harder, stay in contact with the client and provide all of our clients with more updates and reports than our opposition. We are also the only Port Elizabeth based company to have our Category 1 and Category 2 Asset Management License. Trust Edge, We Act With The End In Mind For Our Clients Best Interests, We Are Fully Independent Product Range - Retirement, Pension & Provident Fund advice - Employee Benefits - 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) - Medical Aid - Individual Life, disability and dread disease coverage - Trusts, wills and estates, banking and financing - Short Term Insurance (Commercial & Personal Lines) Our ultimate goal is to achieve financial well-being for our clients.

Read more

Reach decision makers at Edge Financial Group

Lusha Magic

Free credit every month!

Edge Financial Group is a financial services company specializing in individual and group portfolio management, 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 relevant specialist for each specific service that we provide. We are therefore able to provide our group and individual clients with the most up to date and professional advice. We pride ourselves on constantly offering a more personalized service to our clients. Our clients are our most valued “assets”. Not only were we the first company in the Eastern Cape to become fully compliant with the new FAIS legislation, but we were also able to enter the market at a time when upfront commission structures were becoming an extremely contentious issue. 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 work harder, stay in contact with the client and provide all of our clients with more updates and reports than our opposition. We are also the only Port Elizabeth based company to have our Category 1 and Category 2 Asset Management License. Trust Edge, We Act With The End In Mind For Our Clients Best Interests, We Are Fully Independent Product Range - Retirement, Pension & Provident Fund advice - Employee Benefits - 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) - Medical Aid - Individual Life, disability and dread disease coverage - Trusts, wills and estates, banking and financing - Short Term Insurance (Commercial & Personal Lines) Our ultimate goal is to achieve financial well-being for our clients.

Read more
icon

Country

icon

City (Headquarters)

Port Elizabeth

icon

Employees

11-50

icon

Founded

2001

icon

Social

  • icon

Employees statistics

View all employees

Potential Decision Makers

  • Chief Investment Officer

    Email ****** @****.com
    Phone (***) ****-****
  • General Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Director

    Email ****** @****.com
    Phone (***) ****-****
  • Medical Aid Specialist

    Email ****** @****.com
    Phone (***) ****-****

Technologies

(16)

Reach decision makers at Edge Financial Group

Free credits every month!

My account

Sign up now to uncover all the contact details