Marathon Wealth is a business unit within the highly respected Marathon Group. Marathon Wealth was founded in 2018 and has rapidly established itself as a trusted financial partner to businesses, individuals and their families. This is the first in a series of newsletters which will enable us to stay in touch with our valued clients.
Trusted financial advice is the cornerstone of the Marathon Wealth promise. The team strives to add value to people’s lives by supporting them in financial and lifestyle planning. “We want to help clients think further than the immediate financial affairs facing them today. We focus on becoming a trusted partner to our clients, helping them preserve and accumulate wealth, planning a sustainable retirement income, preserving their legacy for future generations, and, very importantly, helping them to live a balanced life,” says managing director Marius Botha.
Marathon Wealth focuses on two main objectives, namely offering sound financial advice to individuals and businesses and, secondly, acting as a Family Office. The Family Office is focused on adding value to high-end entrepreneurs and private clients by growing and sustaining their family wealth. This is achieved by offering holistic advice and solutions relating to wealth management, financial and tax planning and services, estate planning, legal aspects, fiduciary services, risk management and business consulting.
Being part of the larger Marathon Group means Marathon Wealth has access to considerable and diverse expertise within the Group. This is invaluable to our clients, as we can manage their financial affairs holistically and with the help of specialised skills.
In just two years, Marathon Wealth has established itself as a trusted financial partner and soundboard. Marathon Wealth clients benefit from the advice and expertise of a team of three experienced financial advisors, namely Jacques Wege, Hector Viljoen and Rudi Geldenhuys.
“Our team members look forward to helping you think further about your finances this year. Please get in touch with us if you would like to take the first step towards achieving your financial goals for 2020,” concludes Marius.