Wealth planning is far from simple at present. In this issue of the Marathon Wealth newsletter we consider the effects of COVID-19 on financial markets in terms of value lost and recovered. In many cases equity values have been entirely recaptured and there are even cases of record highs, prompting many to ask whether a crisis ever actually existed. However, uncertainty remains and it is therefore prudent to look after your financial health and wellbeing at this time. This newsletter offers a few pointers to keep your financial emotions in check and also advise on optimal estate planning for forward-thinking investors.
Investment decisions in times of stress - a perspective Following the recent developments in the markets and the resultant questions and concerns that our clients might have, we thought it prudent to share this document, compiled by Fundhouse, with a view to provide you with a perspective of the situation and to address your questions and concerns. We want to ensure all of our valued clients that we are available to be of assistance in whichever way we can. Please feel free to contact us via mobile phone, e-mail of Google Hangouts. Stay safe. The Marathon Wealth Team
Reach your financial goals with Marathon Wealth 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. […]