by Navtaij Hundal | Feb 7, 2024 | Financial Planning
When creating a financial plan, we typically break it down into two key stages: Accumulation – building up the wealth base Decumulation – drawing down income By leveraging tax efficient allowances, bands and structures, we can achieve the following outcomes across the...
by Navtaij Hundal | Jan 5, 2023 | Financial Planning
Entering a new year is often a time to reflect. For me this includes considering my most valued relationships, which got me thinking about the importance of the relationships I hold with my clients. Your relationship with your financial planner is one where you may...
by Navtaij Hundal | Sep 19, 2022 | Retirement
The Natixis Global Retirement Index was formulated in 2012, as the world was emerging from the global financial crisis. The index ranks countries in respect to retirement security, examining the ability for individuals to live with dignity in retirement. Whilst...
by Navtaij Hundal | Jul 11, 2022 | Pathfinder
Greetings to all! From us all here at the Pathfinder Financial Planning Ltd, we would like to welcome you all to our topical and up to date blog...