Other Solutions

Risk Cover

Leaving your footprint across generations

Short-term insurance

The right medical aid cover

Medical Aid

The right medical aid cover

Risk Cover

Estate planning is about allowing your decedents to find their wings, but it is also about you, leaving your footprint across generations. Risk cover is an integral part of this process.

Estate planning is not about leaving your descendants with a world of wealth. The latter is often to the detriment of your loved ones. It is much better to leave someone opportunities than just money. In the end, you just want to ensure that you do not leave them with the burden of your debt. Therefore, in estate planning consider the following:

Are your legal structures such as to minimize estate duty implications?

Will your debt be paid on your passing?

When you plan your inheritance for your dependents, also take into consideration the degree of dependence of your loved ones. Are they working, and what is their income?

Short-term Insurance

Protection against the unforeseen can be costly.

New ventures come with risk. Our services include:

Financial Advisor Bloemfontein

Charlene Larkan – Short-term Specialist

Medical Aid

Medical costs can be crippling, let us find you the right medical aid cover

Frohan Landman – Medical Health Advisor

Empowering you to make sound investments

The Financial Planning Company with the inside-out approach. We offer innovative and holistic solutions to our clients, which include wealth planning, business succession planning, and risk solutions.

At Dragon Wealth we believe that wealth is not only about money…it’s about life.