Are we a suitable match?
Let's get one thing straight first; you don't have to be wealthy to have a financial advisor, or to afford independent advice. For the vast majority of people, the value of good quality financial advice will always far outweigh the perceived costs.
Adding value to your critical finances
At Panthera, we'll be up front with you right from the start. It's important to us that if we work together, we can add value to your lives now and in the future.
In lifestyle financial planning, there is no quick fix just by talking to you about your money and arranging a product like investments or pensions. If Panthera can't add value to your financial position, we'll say so, otherwise it's just a waste of your time and ours.
We work best with people like you who are:
- Prepared to see the bigger picture
- Looking for clear and concise professional financial advice
- Happy to receive advice from professionals
- Willing to take action to achieve their financial goals
- Open and honest
- Ready to invest in a long-term relationship
Financial planning with Panthera for Business Owners
If you're a business owner aged 50+, with a burning desire to spend less time at your desk and more time enjoying the lifestyle you want, hello, we're a good match! And if you're in a different position, call us anyway, our next ideal client could be you.
Our 4 Stage financial planning process for business owners
Financial planning with Panthera for Individuals
If you're looking ahead to life beyond work, want to retire early, or just wondering how you can help the next generation, we can help. We also specialise in helping people who find themselves single again after divorce or bereavement, and need to reassess their life goals and financial planning for life beyond family or work commitments.
Our 4 Stage financial planning process for individuals
Financial Planning Videos