Who We Are

Our Philosophy

The Philosophy of the Flying Dragon – money follows life!

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!

At Dragon Wealth we want our clients to spread their wings and fly; to be free. We go by the philosophy of “money follows life.” Life planning forms therefore an integral part of the financial planning process

We furthermore understand that it is your money and your life. Our promise, in line with the FAIS Act, is to do our business honestly, fairly, and with due skill, care and diligence. We will always act in your best interest

The financial planning process

We tailor our processes to fit the needs of our clients. We do not sell policies. We provide solutions.

Retirement planning will typically include life planning, wealth protection or estate planning and wealth creation or investment planning.

Employee benefits will include finding a product fit for the company which is the best value for money. We also tailor-make the administration processes for our clients.

Legacy or succession planning will include evaluation of the family and business dynamics, presenting solutions for succession and assisting with the implementation of the solutions.

Our people

All of us. About all of you.

Eben Smith

Founder and Director

Antonia Nel

General Administration

Amos van der Westhuizen

Wealth Planner and Estate Planning Specialist

Charlene Larkan

Short-term Specialist

Frohan Landman

Medical Health Advisor

Hannes du Preez

Head of Asset Manager

Wilmie Geldenhuys

Portfolio Manager

Carin Combrink

Assistant Portfolio
Manager