What do you want to achieve with the remainder of your life?

Achieve your life ambitions and make a positive impact on your financial future with professional wealth management advice from Panthera. Whether you’re a business owner and need an exit strategy to fund your lifestyle, or just looking for advice on financial planning for the future, we can help. We’re a local, friendly firm with a single goal, to help you fulfil the lifestyle you want and deserve, and to live it without the fear of running out of money. As financial advisors and wealth planners, we have devised a robust 4 stage financial planning process focusing on you and your goals.

Your life, your goals, your plan

The Panthera approach to managing wealth is different to other financial planning firms or independent financial advisors. We take time to look at your whole life in one picture, and offer a blend of sound financial advice and practical financial planning solutions to help you achieve your goals.

Private Financial Planning Business Financial Planning

Latest Blog

09/03/2020
We Plan for a Reason

We’re still in the early stages of understanding how the coronavirus outbreak will affect global health care and economics for the rest of the year. However, when we look at clients Life Timeline, we can see events that we’ve been anticipating for quite some time such as: children heading off to college, home upgrades, family holidays, elder care for your parents, and, of course, your own retirement. Here’s why guiding you and your family through these life transitions is still the central focus of our planning, even during a significant bout of market volatility

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Client Guides and Digital Magazines

16/03/2020
Guide to investing in volatile markets

Welcome to our short guide to investing during volatile markets.

Download Guide to investing in volatile markets Guide


We would like to thank you for giving us the opportunity to take part the initial implementation of your Financial Lifestyle Planning project. The benefits of this project are clear and we would highly recommend this process to others.

A Different Way to Manage Wealth

 
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