Premier Wealth Solutions

Premier Wealth Solutions

About us

Who we are | Our History

Edge Financial Group 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 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 Financial Group is an Authorised Financial Services Provider, specialising in Individual- and Group Portfolio Management. The company was founded by Edward Colin Gutsche. By 2001, Edward Gutsche had acquired total shareholding of the ever-growing business.

Due to the changing nature of the financial pragmatically services sector, with regards to the Financial Services Board, accreditation over the past number of years, Edge has been extremely fortunate in our ease at complying with the new legislation.

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. This development has been one of the driving factors behind the five acquisitions that we have made over the past years.

The majority of financial consultants have still not realised that fee’s play an integral part of the ongoing service to the client as clients are not willing to pay fees to someone they never see.

One of our strengths is that we do not work purely on an upfront fee based system. 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.

When we first opened in September 2001, we offered only the basic financial services but as our business grew so did our product offering and list of financial service providers. Edge has also grown our client, product and service provider base. We currently have over 150 small, medium and large companies on our client list and R1.5 billion in direct Assets under Management.

One other first is that we are the only Port Elizabeth based company to have our Category 1 and Category 2 Asset Management License.

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.

FSP 7892 | FSP 45465 | FSP 45840