So, what does the Paxton Bridge approach look like?
At our first meeting, we work with you to understand and document what you hope to achieve, as well as what you feel is working for you financially and what may not be working. We ask a lot of questions that help us determine your fundamental financial needs and address your goals for the future.
We then take this information, assess where we feel we can add value for you and then prepare a Terms of Engagement document.
This initial process, or “discovery” phase has no fee attached and is obligation free. If you feel that we are not the right fit for you or your business then we part ways, at no cost to you.
If you decide that Paxton Bridge can add value, and help you achieve the outcomes that have been discussed, then the formal advice process starts.
We pride ourselves in providing a tailored approach that helps you achieve certainty and control over your financial future, giving you peace of mind in uncertain times.