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Rob Koch

EDGE Financial Group
Financial Planning

Contact Information:

6001
ZA

Years in Business:

 

29

Clients I'm Seeking:

 

Salaried professionals, UK expats, South Africans who have worked in the UK for several years, High Net Worth investors, Everyone who invests offshore, onshore investors

About My Business:

 

I specialise in offshore investments and UK pensions and have very unique product sets available for tax efficient solutions. I enjoy being able to offer specialist solutions that other financial advisors do not even know they exist! If you really want to know how to protect your investments and make sure your family inherits all of it, speak to me. I spent some time researching the companies in the East Cape and this year, myself and another colleague, joined Edge Financial Group. We decided on Edge because of their impeccable integrity which in turn has given rise to their marked long term success over the last 12 years in this area, and their desire to add specialised offshore investing to their existing holistic approach to wealth management. Personally, what I really like is the ability now to deal with all my clients’ requirements. From risk, to retirement, onshore investments, and offshore investments, medical aid, employee benefits and corporate cash and investment management, we have specialists in each field that allow us to give our clients a complete and integrated solution. Please let me know if I can assist in any of the following areas: - Your UK pensions - Life, disability, severe Illness and income protection insurance - Retirement Planning and inheritance planning - Onshore and offshore investments - Medical aid - Wills and any other queries you may have. Another area we are well known for is consolidating multiple RA’s, risk policies and investments in order to save you a fortune in costs. Sometimes, this can amount to a couple of thousand rand per month, or more!

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