Case Studies

Read our real-life stories of how we have helped clients with financial security in retirement, and achieve their lifestyle goals too.

If you are looking for a clear understanding of where you are now and where you want to be, give Panthera a call. We're happy to help.

We also have a selection of useful videos to help you with your Financial Planning.

Financial Planning Videos

Browsing 1 - 2 of 2 case studies.
I really want to stop work!

I really want to stop work!

How Panthera helped a long-standing client realise that he can stop working right now and still have the retirement financial security he needs.

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Will I be alright in retirement?

Will I be alright in retirement?

Panthera helped a business owner better understand his retirement provision and helped him plan to retire earlier than anticipated so he can enjoy the lifestyle he wants.

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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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