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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Paul is extremely personable and puts you at ease. He was able to listen well to our concerns & advise & guide us accordingly. His help has been invaluable and has refocused our minds on achieving our goals & dreams.

A Different Way to Manage Wealth

 
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