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Expert on Investments
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Financial Wellness
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Succession Planning
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Life Planning
Become an expert on your investments
Building your investment plan.
Abstract
Investments seem difficult. However, the basics stay the same. Understand the basics and you will understand investments. It all starts with a clear understanding of risk and your personal risk profile. Then you can have to know the principles of putting a winning portfolio together. This ebook will guide you to do that and help you to at least ask the right questions when it comes to investments.
Compiled by: Eben Smith
CEO of Dragon Wealth
Benefit from the the Two pot system
Afrikaans video – Insig oor die twee pot sisteem
English video – Insight about the two pot system
Investment Smart Retirement Solutions
How top build the best investment strategy for your retirement, the following videos explain in more detail…
Frequently Asked Questions
7 Videos
Financial Wellness
Abstract
This workbook is the first step toward financial freedom and wealth creation. It is not only a practical guide but also helps the participant to think about his financial fitness from his mindset.
Compiled by: Eben Smith
CEO of Dragon Wealth
Opsomming
Hierdie werksboek, is die eerste tree tot finansiële vryheid en welvaartsskepping. Dit is nie net ‘n praktiese handleiding nie maar help ook die deelnemer om vanuit sy eie lewenssin te dink oor sy eie finansiële fiksheid.
Eben Smith
CEO van Dragon Wealth
Succession Planning
Bou ‘n 7-generasie besigheid.
Wêreldwyd is dit die uitdaging om die familie-besigheid verby die derde generasie te kry. Die uitdaging is om die besigheid so ver te kry as die sewende generasie.
Waarom sewe? Wel dan het die besigheid werklik die toets van die tyd deurstaan.
Huidiglik is daar min besighede wat nie die oorgang tussen die eerste en die tweede generasie oorleef nie.
Waarom is opvolgbeplanning belangrik?
Dink daaraan: die voortbestaan van die besigheid is nie net vir die familie se voortbestaan belangrik nie, maar ook vir al aandeelhouers; die werkers; die werkers se gesinne en dan natuurlik ook die kliënte wat versorg word deur die produk wat die besigheid vervaardig.
Life Planning
Retirement Planning
Abstract
A work document to assist the retiree to chart his/her own life goals and then put actual financial to the life goals. This will assist towards a meaningful life after retirement.
Part of the Dragon Wealth Financial Planning Process.
Increase your health after 50
In this report:
How to reduce your health risks, from heart disease to dementia Advice about eating better
Ways to build exercise into your life
How to (finally) kick the smoking habit
Simple tips for easing joint pain
The latest treatments for prostate diseases
The movers and shakers presenters course
Abstract
A working document to assist the retiree to chart his/her own life goals and then put actual finances to the life goals. This will assist towards a meaningful life after retirement
Part of the Dragon Wealth Financial Planning Process.
Employee Benefits FAQ
We understand employee benefits can seem quite complex. To assist you in understanding your benefits, we created these short videos to answer the most common questions about your employee benefits.
Frequently Asked Questions
10 Videos