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:
- Assisting you to find the best value for money quotes
- Assisting you with claims
Charlene Larkan – Short-term Specialist
Medical Aid
Medical costs can be crippling, let us find you the right medical aid cover
- Cover from single people to large families
- From hospital plans to extensive, comprehensive cover
- Expert advice on medical aid benefits and options
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.