Financial planning is all about you; your lifestyle, your future plans, your family, your retirement, your life. It's simply planning ahead so that you can do the things you want to do - without running out of money.
On your own, it can be tricky to see beyond the best way of investing money, or the latest investment trusts, or how to make sense of your pension.
This is where Panthera can really help. Our four stage process allows you to really think about what's important to you, set goals, and to set in motion a plan that helps you reach those goals without stress or worry about running out of cash.
For more details, click on the stages below, or call us to discuss your particular requirements. You can also book a no-obligation consultation at your home with an expert lifestyle financial advisor. Call 023 9226 8969 or email us now.
Why a 4–stage financial planning process?
We think it makes planning for your future easier and clearer. Not all financial advisors offer this depth of analysis and planning. Many focus on promoting particular products and policies rather than finding solutions.
We do things differently - we start with understanding you and your world, what motivates you, your goals, your financial situation and aspirations. Only then do we start to plan how to shape all that into an effective and efficient financial plan that works for you, not just for us.
Here's how it works: