Investment Solutions

Retirement Solutions

Opportunity To Explore

Employee Benefits

Tailor-made Service

Offshore and Local Investments

A well-devised investment plan will accelerate you toward financial freedom.

To be a successful investor you need to:

What are you saving for? A goal is set in a time frame. The shorter the time at your disposal the more you have put a way to reach your goal, and this will determine how much risk you can afford to take on.

Everyone is an investor until they start to lose money. When it comes to risk you need to ask yourself: a) What is my capacity for risk? If you have more time and a larger investment amount you have a larger capacity for risk. b) What is my appetite for risk? This has to do with your psychology. Some people have a higher tolerance for risk than others.

Here you need to understand investment vehicles, the cost of the investment, the tax consequences of the investment and the possible investment growth you possibly can attain for the risk you are taking on.

Retirement Solutions

Retirement is your opportunity to explore new worlds, feel the depth of your soul and grow beyond your boundaries.

Research has shown that the biggest fears of retirees are:

Make sure that your post-retirement plan considers daily living expenses, unforeseen expenses, health expenses, and larger possible expenses (e.g., a new car).

To ensure that your retirement fund last, two general factors need to be taken into consideration:

A well-devised retirement plan must take costs, fund selection, tax implications and inheritance needs into account. Here the track record of the fund managers is critical.

Usually, retirees withdraw too much at the beginning of their retirement with the noble intention to take less water. This usually does not happen. If you take less early in retirement you allow your retirement investment pot to grow. Early in retirement, your health should also be such that you still will be able to use your skills to earn an additional income.

Investment Smart Retirement Solutions

How top build the best investment strategy for your retirement, the following videos explain in more detail…

Financial Advisor Bloemfontein

Employee Benefits

We make it our business to take the hassle out of your pension and provident fund, so that you can continue working on your business.

We started off our business in the employee benefits space. We understand the processes and we know how to provide a value service. We understand that companies are unique; therefore, we provide a tailor-made service to our employee benefits clients, which includes:

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.

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.