Edge Financial Group

Edge Financial Group Independent Financial Services company specializing in individual and group portfolio management. Since inception, our clients have always been top priority.

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. 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 da

te 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.

Home insurance protects more than furniture, appliances and electronics…It's the spaces where memories are made, milesto...
17/06/2026

Home insurance protects more than furniture, appliances and electronics…

It's the spaces where memories are made, milestones are celebrated, and everyday life happens.

While we can't predict the unexpected, having the right short-term insurance in place can help protect what matters most.

South Africa's future isn't something that's waiting to happen.It's already happening. 🇿🇦In classrooms, on sports fields...
16/06/2026

South Africa's future isn't something that's waiting to happen.

It's already happening. 🇿🇦

In classrooms, on sports fields, in small businesses, universities, communities, and everyday conversations.

Youth Day is a celebration of the young people who continue to learn, create, challenge, inspire and shape the future of our country.

Here's to the dreamers, the doers, the innovators and the next generation of South Africans.

Happy Youth Day 🇿🇦

When it comes to investing, which one are you?A) You check your portfolio more often than the weather.B) You've got a lo...
15/06/2026

When it comes to investing, which one are you?

A) You check your portfolio more often than the weather.

B) You've got a long-term plan and trust the process.

C) One market headline pops up and suddenly you're rethinking all your life choices.

Most investors have been all three at some point! 👀

Drop your A, B or C in the comments below. We're curious to see where everyone lands.

12/06/2026

If an investment opportunity sounds too good to be true, it usually is.

Building wealth takes time, patience and a well-thought-out plan. There are no guaranteed shortcuts, and anyone promising quick returns with little or no risk should be approached with caution.

Ponzi schemes, pyramid schemes and other "get rich quick" opportunities often rely on promises that simply aren't sustainable.

As Dan explains, real financial growth doesn't happen overnight. It comes from making informed decisions, staying disciplined and focusing on long-term goals rather than chasing quick wins.

When it comes to your money, take the time to ask questions, understand where you're investing and work with trusted professionals.

Be honest... when last did you actually look at what your medical aid covers? 👀Most of us know the name of our plan, but...
11/06/2026

Be honest... when last did you actually look at what your medical aid covers? 👀

Most of us know the name of our plan, but not necessarily the details behind it.

Hospital cover, specialist visits, day-to-day benefits, gap cover, savings accounts... it can all get a little confusing.

That's why it's worth reviewing your medical aid from time to time to make sure it still suits your needs and that you're getting the most from the cover you're paying for.

A quick review today could save a lot of questions tomorrow.

10/06/2026

Thank you to everyone who joined us at our Investment Seminar yesterday morning. 🙌🏻

It was a valuable morning of market insights, engaging discussion and thought-provoking conversation around the current investment landscape and opportunities ahead.

A special thank you to our guest speakers, Chantelle Baptiste from Fairtree Capital and Eugene Braak from Fundrock, for sharing their expertise and perspectives with our guests.

We appreciate everyone who took the time to attend and contribute to the discussion.

As at 31 May 2026, several of our funds continued to deliver strong relative performance within their respective categor...
05/06/2026

As at 31 May 2026, several of our funds continued to deliver strong relative performance within their respective categories.

Edge BCI Cautious FoF - A
- 16.00% over 1 year (1st Quartile)
- 15.16% over 2 years annualised (1st Quartile)

Edge BCI Balanced FoF - A
- 16.96% over 1 year (2nd Quartile)
- 16.01% over 2 years annualised (2nd Quartile)

Edge BCI Global Flexible Fund
- 1.13% over 1 month (1st Quartile)

While short-term performance can vary, our focus remains on disciplined portfolio construction, risk management and delivering strong outcomes over the long term.

Our funds can be accessed via Glacier, Ninety One, Allan Gray, Stanlib, Old Mutual Wealth and PPS Invest.

Source: Morningstar Direct as at 31/05/2026.

Past performance is not indicative of future performance.

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.

Looking back on the Woodlands Dairy Golf Day ⛳We were proud to be part of this fantastic two-day event as a hole sponsor...
03/06/2026

Looking back on the Woodlands Dairy Golf Day ⛳

We were proud to be part of this fantastic two-day event as a hole sponsor, spending time on the course and connecting with fellow golfers along the way.

From great conversations to a few impressive shots, it was a memorable couple of days all round.

Most importantly, the event was once again held in support of St Francis Hospice, helping to raise funds for an organisation that provides invaluable care and support within our community.

A big thank you to Woodlands Dairy for hosting another successful event and for continuing to support such a worthy cause.

Tomorrow is your last chance to secure your seat.Join guest speaker Chantelle Baptiste from Fairtree Capital, alongside ...
01/06/2026

Tomorrow is your last chance to secure your seat.

Join guest speaker Chantelle Baptiste from Fairtree Capital, alongside Eugene Braak from Fundrock, as they unpack current market conditions, investment opportunities, and the factors shaping today's investment landscape.

The morning will also include an interactive couch session and Q&A, giving attendees the opportunity to engage directly with our speakers and ask the questions that matter most.

📅 Tuesday, 9 June 2026
🕗 08:00 for 08:30
📍 Boardwalk Hotel

RSVP closes tomorrow.

To secure your seat, email [email protected] before the deadline.

Address

109 Villiers Road, Walmer
Port Elizabeth
6070

Opening Hours

Monday 07:30 - 16:30
Tuesday 07:30 - 16:30
Wednesday 07:30 - 16:30
Thursday 07:30 - 16:30
Friday 07:30 - 15:00

Telephone

041 581 2509

Alerts

Be the first to know and let us send you an email when Edge Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Edge Financial Group:

Share