Menu Close

Financial Services

Creating and preserving wealth is a unique and different journey for each person. Our team is committed to guiding you on this journey.

It is our mission to help clients think further about their long-term wealth and the creation of financial security.

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

Marathon Financial Services staff share their perspective on topical financial matters in our regular blogs.

Finding the road to recovery

Finding the road to recovery

Who would have thought that 2020 would be a strong year for investors? ...
Are retirement annuities still worth it

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

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. ...
Crisis? What Crisis?

Crisis? What Crisis?

Many investment markets, including our own, have mostly recaptured losses and in some cases are making new highs. ...