Building long-term wealth
Protecting your assets
Financial services
Creating and preserving wealth is a unique and personal journey for each client.
It is our mission to help clients think further about their long-term personal, wealth creation and financial independence goals.
We do this by specialising in the following four areas:
- Capital – investment in private companies
- Wealth – wealth management & financial planning
- Insure – short-term insurance
- Finance – strategic financial management.
Marathon Perspectives
Finding the road to recovery
Who would have thought that 2020 would be a strong year for investors?
Are retirement annuities still worth it?
You can reduce the amount of tax you need to pay by making optimal use of retirement annuities and tax-free investments
Look after your financial health during COVID-19
While life as we know it has been turned on its head, remaining rational when it comes to your investments is a key currency.