Empowering you to make sound investment and financial decisions

Inside-Out Approach

Dragon Wealth believe that wealth is not only about money…it’s about a sustainable healthy growing life.

We are the Financial Planning Company with the inside-out approach, because sustainability starts with small sound decisions that evolve. We offer innovative and holistic solutions to our clients, which include wealth planning, business succession planning, and risk solutions.

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Dragon Team

Business Overview

We pride ouselves in assisting clients to invest their wealth wisely. We do this by managing the risk on the downside. The growth will then look after itself.

  • Offshore and Local Investments
  • Retirement Investing
  • Employee Benefits
  • Risk Cover
  • Short Term Insurance
  • Medical Aid
  • Investing
  • Financial Wellness
  • Estate Planning
  • Succession Planning
  • Life Planning
  • Our Philosophy
  • Our People

Who We Are

All of us. About all of you.

A famous legend states that a Dragon has the choice to either live in the darkness of his cave, fighting off brave knights, to protect his wealth … or he can spread his wings and fly!

Financial Advisor Bloemfontein

Eben Smith
Founder and Director

Financial Advisor Bloemfontein

Antonia Nel
General Administration

Financial Advisor Bloemfontein

Charlene Larkan
Short-term Specialist

Meet the team

Our promise is to do business honestly, fairly, and with due skill, care and diligence. We will always act in your best interest.

Investment Solutions
Empower Yourself
Other Solutions

Dragon Wealth Quarterly Newsletter

Our February 2025 newsletter is available below
Read the latest newsletter

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Contact

Phone: +27 87 092 8378
Email: info@dragonwealth.biz
Business Hours
Monday – Thursday: 08h30 – 16h00
Friday: 08h30 – 13h00
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