About us

Premier Wealth Solutions

Who we are | Our History

Edge Financial Group is an Independent Financial Services company specializing in individual and group portfolio management, retirement fund and financial 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. 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 has continued client loyalty and support which has allowed our firm to grow rapidly by reputation.

At Edge, we do not underestimate the power of vision. We believe that our greatest achievements lie in these four elements:

Quality Service

At Edge, we pride ourselves in the high quality service we offer our clients, not just with regards to growth or money but through respect and our ability to make our clients happy.

Excellence

At Edge, we pride ourselves in the high quality service we offer our clients, not just with regards to growth or money but through respect and our ability to make our clients happy.

Specialised Knowledge

Through the collaboration of our highly trained experts, we identify prospects and determine the best possible ways to achieve the most profitable outcome for our clients.

Competitive "Edge"

Our team assist in creating superior customer value that we believe will sustain a competitive "Edge" in the eyes of our customers for years to come.

FSP 7892 | FSP 45465 | FSP 45840

Who we are

Edge Wealth was founded in 2016 through a joint venture between the SA Stockbrokers Group and Edge Financial Group. Independent and holistic financial planning was needed to complement the stock broking and asset management capabilities of the SA Stockbrokers Group in order to provide clients with a full-service offering.

Our clients can feel assured to know that Edge Financial Group is audited by Moonstone for FAIS (Financial Advisory and Intermediary Services) and FICA (Financial Intelligence Centre Act) compliance. Included in our compliance procedures are quarterly external audits to ensure that the highest standards of investment advice and ethics are maintained. We also adhere strictly to all FSB (Financial Services Board) regulations.

Edge Financial Group does not accept any client funds into our business account.

We are an independent brokerage company that is able to provide investment advice based on research material that we have access to via the various financial institutions. Investments are placed through us; however, cash is transferred by means of Debit Order, directly to the investment house. We are thus able to monitor clients’ investments and fine-tune their portfolios to keep up with the constantly changing market trends.