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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.

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. ...
Estate planning during uncertain times

Estate planning during uncertain times

At the beginning of 2020 none of us could ever have imagined the uncharted waters we were about to explore. ...
Investment decisions in times of stress – a perspective

Investment decisions in times of stress – a perspective

Following the recent developments in the markets, we thought it prudent to share this document with some answers. ...