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Financial Advice you can count on

Prosperity demands long-term commitment.
Helping you achieve this is our commitment.

Our Expertise

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| Protection Insurance
| Protection Insurance
| Employee Benefits
| Employee Benefits
| Health Insurance
| Health Insurance
| Estate Planning
| Estate Planning
| Education Hub
| Education Hub

Who We Are

Financial Advice you can count on

Founded over 25 years ago, Edgemont has long been respected as a fiercely independent financial services provider, who pride themselves on solid advice and long term commitment to their clientele.

“Our values stem from a core belief that prevention is always better than cure. Using our expertise and experience, Edgemont are trusted industry leaders, helping individuals and businesses alike to navigate the world of financial planning and risk aversion.”

As a family based business, Edgemont provide a personal touch to the often sterile world of personal finance design. Many of their clients have been part of the Edgemont family for over 20 years, standing testament to their commitment to long term value.

Our Principles

PARTNERSHIP

Communication is critical.  Our clients need to be involved in the process and management of their own portfolio

PERSONAL
INTERACTION

We need to understand your core requirements, values and expectations, as well as your concerns and fears.

A successful strategy requires that we truly understand these aspects, which requires both time and meaningful personal interaction.

Simplicity &
Clarity

Protection/Risk Management involves co-ordinating and structuring varied and diverse components within a long term strategy.

We emphasise simplicity, but have the experience to ensure that all the complexities are fully considered and taken care of.

Cost
Management

Our sizeable asset base and our focus on simplicity provide us with the ability to negotiate the best possible fee rates on behalf of our clients.

Relationship
Management

We value and insist upon long term relationships with both our clients and our service providers.

It is all about relationships, and the service that we provide to ensure that you as our clients have total peace of mind.

Absolute
Independence

Enables us to ensure your portfolio is placed with appropriate companies without compromising best advice.

Both our clients and our service providers recognise this independence as being an essential component of our holistic value proposition.

PARTNERSHIP

Communication is critical.  Our clients need to be involved in the process and management of their own portfolio

PERSONAL
INTERACTION

We need to understand your core requirements, values and expectations, as well as your concerns and fears.

A successful strategy requires that we truly understand these aspects, which requires both time and meaningful personal interaction.

Simplicity &
Clarity

Protection/Risk Management involves co-ordinating and structuring varied and diverse components within a long term strategy.

We emphasise simplicity, but have the experience to ensure that all the complexities are fully considered and taken care of.

Cost
Management

Our sizeable asset base and our focus on simplicity provide us with the ability to negotiate the best possible fee rates on behalf of our clients.

Relationship
Management

We value and insist upon long term relationships with both our clients and our service providers.

It is all about relationships, and the service that we provide to ensure that you as our clients have total peace of mind.

Absolute
Independence

Enables us to ensure your portfolio is placed with appropriate companies without compromising best advice.

Both our clients and our service providers recognise this independence as being an essential component of our holistic value proposition.

Testimonials

Why I decided to switch to Edgemont? To be honest, I’ve had a few bumps in the road with my previous insurance brokers, however, that seems to be in the past ever since Andrew & Chantal took over my account. I have received nothing but the highest level of service from the entire team. They pride themselves on being clear, concise, knowledgeable, empathetic and transparent; from a customer’s perspective, that is all I could ask for, and that is exactly what I got.

BYRON WOOD, Director Jestalt

I am happy with the service and insights that Andrew and his team from Edgemont Financial Services have provided me. Our regular ‘check-ins’ provide me with confidence that our finances are in good hands and that our best interests are always top of mind.

Jeff M

The Just Group has worked with Andrew for the past few years and couldn’t have asked for a more professional, knowledgeable advisor. He understands our business, understands us personally and offers solutions that genuinely work for us. It’s not often that you come across someone as trustworthy and diligent as Andrew and we very much look forward to continuing our working relationship with him. Thanks for all your efforts, Andrew.

JAMIE TREVETT, MD The Just Group

Andrew Pinto, friend and financial advisor for over 25 years – the order of which cannot be distinguished nor is relevant. That, and the longevity of our relationship, speaks more than words such as integrity, trust, and professional acumen, which are all a given.

Gerald H

Education Hub

If you’re an insurance professional, newcomer, or client, our Education Hub will help you understand complex insurance concepts. Our learning tools include the latest news, informative videos, comprehensive guides, case studies, and thought-provoking blog posts. 

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