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.

Latest Blog

15/09/2020
Retirement is not an age

When will you retire? 65? 67? What about now - or aged 70? Discover why when you retirement is your choice, not you age, and how wealth planning helps

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Client Guides and Digital Magazines

11/09/2020
Take it the Max

The pandemic has unleashed changes that seemed unthinkable only six months ago. Along with the health, safety and well-being of family, friends and loved ones, the new normal has also highlighted the need for financial guidance and support during this turbulent period. Read our in-depth Smartmoney guide.

Download Take it the Max Guide

Although finances and circumstances may change in the future, I feel the Financial Planning process has given me a more positive outlook, and an ability to have greater control of my own financial security both now and in the future.