Premier Wealth Solutions

Premier Wealth Solutions

UNDERSTANDING YOUR REQUIREMENTS

Offshore Investments | Local Investments | Retirement Planning

Local and International Advice

Edge Advisory Services is an Independent Financial Services company.

We like to specialise in offshore investments but are equally proficient in managing your local investments and risk requirements. Since inception, managing our client’s expectations with integrity has always been our top priority.

We listen to your requirements and objectives. We offer guidance, education and advice to those who need to understand more about what this all entails. We then find solutions that fit your requirements to meets your objectives. We assist in choosing the right fiduciary layer, the most tax-efficient platform, the best of funds to fit your risk appetite and manage your policies.

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What we offer

At Edge Advisory Services we find the right solution to fulfil the objectives of your vision, with integrity and specialist knowledge.
We offer a holistic view to financial planning. We offer advice on the available structures in multiple global jurisdictions in Investments as well as Life, Disability and Dread Disease Insurance. We have strategic partnerships with other firms to assist our clients with tax, medical aid, short-term insurance, estate planning and wills.

Edge Advisory Services 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.

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Our clients can feel assured to know that Edge Advisory Services 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 Advisory Services 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.
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Meet The Team
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Port Elizabeth, Walmer Branch

The Edge Group

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