Building long-term wealth • Protecting your assets
The Marathon Wealth team is your first port of call for wealth management and financial planning specialists. It is our mission to help clients achieve their long-term wealth and financial security objectives and thereby support their personal aspirations and dreams.
At Marathon Wealth we focus on establishing long-term, mutually beneficial relationships. For us, it’s about more than merely being your financial advisor – we want to partner with you to protect your lifestyle and help you create wealth.
Life and disability cover
Health and medical cover
Pre- and post-retirement planning
To find out more about these services, please contact us.
We are passionately committed to ensuring the wealth and sustainability of all the individuals that contribute to the success of your business. We offer employee solutions, such as group risk cover and retirement planning and owner-focused solutions, such as buy-and-sell agreements, key person insurance and contingent liability insurance. To find out more about these services, please contact us.
The Marathon Family Office focuses on growing and sustaining the family wealth of private clients and high-end entrepreneurs. It is served by a team of dedicated professionals, who are focused on your family and business goals. This leads to a relationship which is underpinned by trust, confidentiality and respect. We offer advice on wealth management, financial planning, tax planning and services, estate planning, legal aspects, fiduciary services, risk management and business consulting. The primary benefit of the Family Office is that it serves as a central source of information for as many integrated services as your personal and business circumstances require. In addition, your existing advisors can become valued contributors to the Marathon Family Office. To find out more about the Marathon Family Office, please contact us.
Marathon Financial Services staff share their perspective on topical financial matters in our regular blogs.