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

03/07/2020
Is your home providing a good ROL?

As the country continues to reopen following the Covid-19 quarantine, many people are starting to ask themselves a simple question – why am I living here, in this home?

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Client Guides and Digital Magazines

01/05/2020
Guide to Investment insights

As concerns over the pandemic continue to dominate headlines, cause volatility in the market and subsequently shake confidence, it is perfectly normal for investors to become nervous. Read our guide that will help you answer some of the concerns you may have.

Download Guide to Investment insights Guide

The plan has enabled us to identify key times where our finances will impact on our lifestyle and as it is a live plan we can see where we can make changes in time to ensure we meet our long term objectives.