Ready to Retire?
Seize the day! Start your retirement planning right now with Panthera LIFE.
Free 30 mins Discovery Session
Let’s have a brief chat to find out how we can work together.
Tell me where you are now, what you have in place already, and where you want to be. Then, we can work out an action plan to make that happen.
Retirement Planning Kick-starter
A sit-down 1 to 1 reality check on your:
- Finances: what you have got in your retirement pot
- Goals: what you want to achieve in the next 30 years+
- How you will retire, a gradual phase out or cliff-edge jump?
- Life: your interests, travel plans and hobbies
- Family: what your partner thinks about you retiring!
- What if you could stop work NOW? Would you?
Retirement Game Plan
Exclusive, personal 1 to 1 planning and coaching to fast track your retirement planning. Six weeks’ worth of personalised, exclusive planning meetings with me, plus tailored self-learning resources, fun homework and full support throughout by email.
You’ll take away:
- Your personalised Retirement Plan, to help you manage your day-to-day life in retirement.
- Your bespoke Financial Resource Plan, a practical financial plan laying out how you will fund your perfect retirement.
Remember, your Retirement Planning starts with a free 30 mins chat – book now and start planning for your retirement.
What stage are you at on your retirement journey?
How far away are you from retirement?
| 5-10 years | Thinking about retiring early? Great! A full review of your total wealth and financial plans is essential to get the bigger picture. |
| 2-5 years | Your retirement plans are starting to get clearer, so this is the time to start really planning how your retirement transition will work. Will you be reducing your working hours, or working full-on right up to ‘Retirement Day’? |
| 1-2 years | Eyes on the prize? You need a clear idea of what your retirement will look like, and what you will do with your time. |
| Less than 6 months | Excitement, relief, joy, sadness, doubt, guilt. All your emotions may be running, which is precisely when the reassurance of your retirement planning will come into its own. |
Listen to the stories of clients that have been through their journey
Start your retirement planning journey with me
Contact me to discuss your requirements or schedule an appointment.
- By phone on 023 9226 8969
- Via email
- Book your initial 30 mins Discovery session
