EDGE Financial Advisor Services

EDGE Financial Advisor Services We're transforming the way people experience financial services.

What a morning...30 women gathered at The Loft, Bellevue Cafe for our Women's Month breakfast with Momentum  — to eat, c...
31/08/2026

What a morning...
30 women gathered at The Loft, Bellevue Cafe for our Women's Month breakfast with Momentum — to eat, connect, drink good coffee, ask real questions, and have a few tough conversations along the way.

The facts were sobering. Women live on average 4.9 years longer than men — yet earn less over their lifetimes, which means fewer rands have to last longer. 84% of custodial parents are women. And breast cancer remains the most commonly diagnosed cancer among South African women, with around 13,300 new diagnoses every year.

But facts are our friends. Because once you know them, you can plan for them.
Misha Badassy (Legal Advisor) unpacked the financial planning realities unique to women, and Anne Davey (Risk Technical Specialist) walked us through critical illness — what medical aid and gap cover don't reach, and how to make sure you and your family are properly provided for, before you need it.

One of the most special parts of the morning was hearing from women who have experienced first-hand what it means to have a financial advisor in their corner. It's why we mean it when we say: we're here to walk the journey with you.

And the morning gave back, too: our guests took home handcrafted Forever Flowers from the Inhliziyo Enhle Project — a community upliftment initiative under Open Hands NPO that teaches crochet skills to women from under-resourced communities in KZN, helping them earn an income and build a future. Every flower tells a story.

To the woman taking charge of tomorrow: a well-lived life is rarely an accident.

Great feedback makes our day.​Knowing we’ve made a difference? Even better.​​Here's what Jamie Walker had to say about w...
18/08/2026

Great feedback makes our day.​
Knowing we’ve made a difference? Even better.​

Here's what Jamie Walker had to say about working with Stacey Jordaan and the team:​
"As a family who always over-analyses everything that we are about to embark in, it was wonderfully refreshing to have Stacey and the team help us answer any and all questions we had, even if it felt small. They took the time to ensure we understood all aspects, with kindness and patience." ​

This is the part of the job that doesn't make it into a graph. It's why we do it this way.​

Behind every great client experience is a team of people working together.​We're excited to welcome five new members to ...
13/08/2026

Behind every great client experience is a team of people working together.​
We're excited to welcome five new members to the EDGE family:​

Justin Dunford: Advisor​
Matthew Dunford: Paraplanner​
Chanelle Barthlall: Paraplanner​
Grant Rowley: Advisor​
Shanique Fynn: Administrator​

While each brings a different skill set, they all share the same commitment: putting our clients first and helping them build the financial future they want.​

Welcome to the team. We're excited to have you with us!​

Today is an opportunity to honour the women of South Africa and every woman who came before us to get us where we are to...
09/08/2026

Today is an opportunity to honour the women of South Africa and every woman who came before us to get us where we are today. ​

To all the women in the EDGE community, from our clients, to the powerful women in our workspace who carry passion into their work every day: thank you for the strength you bring, today and always!​

With the right strategy, your investments can support both your future and the world around you.Because how you invest m...
21/07/2026

With the right strategy, your investments can support both your future and the world around you.

Because how you invest matters.

It's easy to think of a will as just another document, but it's far more than paperwork. It's protection for the people ...
16/07/2026

It's easy to think of a will as just another document, but it's far more than paperwork. It's protection for the people you care about most.

Without a valid will, your estate is distributed according to South African law, not necessarily according to your wishes. Decisions about assets, guardianship, and financial provisions may be made without the guidance you intended to leave behind.

That's why we partner with specialists like Capital Legacy, to help ensure your wishes are clearly documented and your loved ones are protected.​

The best time to put a will in place isn't someday. It's today.

In South Africa, estate duty can reach up to 25%, and liquidity challenges often force families to sell assets to settle...
07/07/2026

In South Africa, estate duty can reach up to 25%, and liquidity challenges often force families to sell assets to settle estate costs. That's why planning ahead is one of the most valuable gifts you can leave behind.

As one of our clients recently shared: “They were amazing when my wife passed away 2 years ago. The amount of support and efficient handling of the affairs relating to our Insurances and Medical was phenomenal”

By taking a proactive approach today, you can help ensure your wealth is protected, your wishes are honoured, and your family is supported for years to come.

Scroll through TikTok or Instagram long enough and you'll find them: the finfluencer. A charismatic and confident person...
03/07/2026

Scroll through TikTok or Instagram long enough and you'll find them: the finfluencer. A charismatic and confident personality, breaking down complex financial topics in minutes.

Here’s the catch: many are not licensed financial advisers and may not have the qualifications to back up their advice.

A few things to keep in mind before you take that advice and run with it:

The good: Finfluencers can simplify financial concepts and spark important conversations about money management.

The pitfalls: General advice doesn't account for your unique financial situation. What works for one person may not work for another.

While content created by finfluencers can be used a starting point, it doesn’t necessarily amount to a financial plan. Always consult a qualified, regulated financial adviser for guidance tailored to you.

What a day at Kloof Country Club. The EDGE Padel Tournament brought together 12 teams for an afternoon of competitive pa...
24/06/2026

What a day at Kloof Country Club. The EDGE Padel Tournament brought together 12 teams for an afternoon of competitive padel, great company, and an R8 000 prize on the line.​

A hard-fought semi-final saw Martin Groppo & Jason Gilbey take on Suhayl Payel & Muhammad Khan, with Suhayl and Muhammad claiming the title and the cash prize.​

Congratulations to our winners, and thank you to everyone who competed and made the day what it was.​

A big thank you also to our sponsors: Edgestone Asset Management, Land Rover Hillcrest, Holland Insurance Brokers, Hayways and Snac Solutions.​

We'll see you at the next one!

Still thinking about your finances? Good. We haven't stopped talking about them either. Catch up on our latest podcast e...
17/06/2026

Still thinking about your finances? Good.

We haven't stopped talking about them either. Catch up on our latest podcast episodes, real conversations, real financial insights.



🎙️ Listen now. Check out the link in our bio.

Address

1st Floor, Block A, 5 Bellevue Road
Durban
3610

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