Edge Financial Group Information

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.