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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It gave a very good and accurate account of our current status together with predictions which will enable us to plan our future with some certainty. In the current financial situation it is comforting to know that this level of accurate planning is available to us.

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