EDGE

JOIN THE TEAM

Our mission at EDGE is simple yet powerful: to redefine financial planning. We’re committed to mastering cutting-edge strategies while fostering an environment of laughter, growth, and unwavering support.

We’re transforming the way people experience financial services, not just for our clients but for our advisors and staff. At the heart of it all lies our commitment to integrity, providing unbiased advice, and nurturing lasting relationships through trust and education.

Why Partner with US

  • 01/ Raising your game

    • Building your practise
    • Elevate your advice
    • Client retention
    • Training and support
    • Don’t do it alone
    • Own your book (No Restraint)

  • 02/ Elevate your presence

    • Marketing campaigns
    • Social media content
    • Networking events

PARTNER OPTIONS

  • EDGE ADVISOR 01/

    Join a market-changing, fully independent brokerage.

  • NETWORK ADVISOR 02/

    As a tied agent, you will have access to our network to offer products to your clients that you don’t have under licenses.

EDGE advisor

A homebase under the brand for ambitious advisors who want to avoid the hassles of running their own businesses.

  • Truly independent offering with 25+ insurers & asset managers
  • Use of Legal & Accounting support for your clients at no initial cost
  • Preparation of investment reviews and proposals
  • Free CRM system enhancing your practice efficiency and earning ability
  • Ownership of client & flows
  • Full servicing of referral business without advice risk
  • Fully serviced office space with no desk fees
  • Access to regional branches at no cost
  • Training academy and continuous professional development
  • Houseview on Risk & Investments
  • Support staff interviews and training
  • Client functions & general marketing
  • A succession plan giving you and your clients comfort
  • Become part of a team, that makes coming to work fun

NETWORK advisor

Enabling tied agents and bank advisors to offer their clients products that they cannot currently sell; thereby ring-fencing their clients.

  • Vehicle for tied agents who need to advise a broader product suite
  • Option for tied agents/bank advisors to migrate
  • Sign on and ring-fence clients
  • Full servicing and fee share on referral business
  • Book gets transferred back to the broker upon joining EDGE
  • Future ambitions to become independent/join EDGE

Not reaching your full potential or feeling stagnant? We want to empower you to thrive and transform your journey.

Company Values

At EDGE, we believe in doing business the right way, with a focus on unbiased advice, a commitment to fun and building lasting relationships through trust and education.

We value a healthy, hard-working, focused and fun environment. We look at character, competency, and chemistry in anyone joining our team. We are a strong team who look forward to coming into the office and we are building a cutting-edge, customer-centric practice.

If you want to join a team who really cares, then reach out to us on 031 717 2539 or email Kirstie on kirstie@edgefas.co.za. Or fill the form in and we’ll be in contact with you.

Why Partner with US

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