Dragon Wealth Quarterly Newsletter
Our November 2022 quarterly newsletter with an economic update is available
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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.
Partnered With
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!
Eben Smith
Founder and Director
Antonia Nel
General Administration
Amos van der Westhuizen
Wealth Planner and Estate Planning Specialist
Charlene Larkan
Short-term Specialist
Our promise is to do business honestly, fairly, and with due skill, care and diligence. We will always act in your best interest.