Let the experts take care of your health and wealth needs

The global financial crisis, Trump, Putin, Covid-19, Eskom, inflation and crime are some of the headlines which can cause a media frenzy. 

In addition, discussions around vaccine mandates, the wearing of masks or using less electricity are not just tiresome but potentially more dangerous regarding the precedents they may set. Add to this the day-to-day concerns of life and health such as cancer, strokes, accidents, death and disability, and it can all become overwhelming.  

Making heads or tails of this endless list of concerns can be challenging but the experts at Edge Financial Group can help you through it. 

Edge takes care of personal and corporate clients' investment portfolios. It’s not rocket science, just hard work and the use of set financial needs analysis to ensure your health and wealth needs are taken care of. Once you separate the “surround-sound”,  which is generally created by fear, we all have similar needs such as providing for:

• Children and their future education;
• Retirement;
• Pension and group risk;  
• Death, wills and taxes; and
• Health and illness.

Dedicated certified financial planners, and wealth and health managers, led by Ed Gutsche, Taryn Gutsche, Deborah Castagne and Tanya Koertzen, follow set processes to ensure each client is provided with a unique health, risk and financial plan.

Each plan lays out specific needs, goals and time frames, enabling each client to be aware of their goals/risks and to manage them with the Edge Wealth team. Critically, each client is not just serviced by a dedicated adviser but by their claims and service team — all as a value-add to the clients. The Edge portal provides access and information to all clients at all times.

Importantly, Edge Asset Management is recognised as a category 2 asset management company — meaning it is the only Gqeberha-based advisory and asset management company. Its financial advisers have direct access to  fund managers and analysts, which means clients can also access that expertise.

Most client meetings are held by the relevant adviser and fund manager. This unique method not only adds value to clients but also to the fund managers who hear clients' hopes and fears in person. It is a continuous reminder of what clients seek and value.

Edge4Sure is a specialised team, led by Castagne and Clinton Edward's, and they take care of: 

• Personal assets: homes, cars, property and contents;
• Commercial assets: offices, shops, warehouses and manufacturing equipment;
• Agricultural assets: farms, thatch, equipment, trucks and trailers; and
• Governance: professional indemnity, directors' indemnity and even hostage cover.

Over the past 20 years the Edge team has built a commendable business and established loyalty from clients as they develop and grow — from young, single business owners to parents and grandparents on the verge of retirement, or those near the end of their lives.

Through each phase of their personal and professional lives, Edge Financial Group is there for them and their families.

Let the experts take care of your needs; visit their website for more. 

This article was paid for by Edge Financial Group.