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Our simple approach
At Paxton Bridge® our insights and ideas change the lives of people. We get to the key issues and activate emotional responses. It’s all about people, not financial products or rates of return.
Our knowledge and know-how drives good ideas, decisions and unforgettable experiences.
1. PHONE / ZOOM MEETING
A Financial Clarity Call allowing us to have a chat to determine if we are the right fit for you and vice versa.
2. FRAMEWORK DISCUSSION
Structured 90 minute conversation focusing on what you value most in life, what has shaped your beliefs and attitude towards money and your vision for the future.
3. HOW WE CAN HELP YOU
Presentation of our findings in the form of a Life Snapshot (Where you are now), Certainty Pathway (Where you want to be), and Terms of Engagement (How you can get there), detailing a strategy creating a pathway to the future you want.
4. SLEEP ON IT
Take your time to determine if the strategy we have suggested makes sense for you and supports your requirements.
5. GETTING STARTED
Once engaged this is when the rubber hits the road and we begin helping you gain certainty and control over your financial future.
What exactly do we do?
Clients are at the heart of everything we do.
Our approach is uniquely, uncompromisingly client-centred and values-driven. A key difference is that we thoroughly understand the critical nature of emotion in influencing decisions made by our clients.
Considering the functional aspects of your assets, debt, insurances and the like, is largely meaningless without a genuine appreciation of your needs and wants as an individual, as part of a couple or family.
The conversations we have with you focus on assessing and understanding your journey and your ambitions – and will help you to accurately articulate your vision so that we’re best able to help you establish a pathway.
It’s exciting to discuss the possibilities. We believe our insights and ideas have the capacity to significantly change people’s lives. With the addition of our knowledge and experience, we can bring to life good ideas, smart decisions and unforgettable experiences.
Virtual Family Office
A Virtual Family Office (VFO) gives you complete oversight and control over your affairs, whether you’re at work or at home, at your holiday residence or anywhere in the world. It allows you to access custom-created, client-centred services which adhere strictly to the plans and protocols we’ve put in place together.
Business Advisory
When you’re consumed by the challenges of running a business – especially for an extended time – it can be difficult to step back and look beyond the current business strategy and operations. That’s where our business advisory service comes in.
Asset Management
Our approach to Asset Management is to provide you with opportunities for growth and a strategy that establishes a clear vision with you.
Debt Management
Successful people understand the difference between good debt and bad debt. It’s the first element in effective debt management.
Risk Management
Our approach to risk management starts with you: where you are today, where you want to go, and where you might find yourself if the unexpected happens.
Estate Planning
We have countless conversations about ‘life’ throughout our lives, yet the ultimate conversation – discussing death and dying on your terms – is the one many of us avoid. This does not need to be a difficult conversation; it can be liberating and even transformative.
Clients are at the heart of everything we do.
Our approach is uniquely, uncompromisingly client-centred and values-driven. A key difference is that we thoroughly understand the critical nature of emotion in influencing decisions made by our clients.
Considering the functional aspects of your assets, debt, insurances and the like, is largely meaningless without a genuine appreciation of your needs and wants as an individual, as part of a couple or family.
The conversations we have with you focus on assessing and understanding your journey and your ambitions – and will help you to accurately articulate your vision so that we’re best able to help you establish a pathway.
It’s exciting to discuss the possibilities. We believe our insights and ideas have the capacity to significantly change people’s lives. With the addition of our knowledge and experience, we can bring to life good ideas, smart decisions and unforgettable experiences.
Click to find out more
Virtual Family Office
A Virtual Family Office (VFO) gives you complete oversight and control over your affairs, whether you’re at work or at home, at your holiday residence or anywhere in the world. It allows you to access custom-created, client-centred services which adhere strictly to the plans and protocols we’ve put in place together.
Business Advisory
When you’re consumed by the challenges of running a business – especially for an extended time – it can be difficult to step back and look beyond the current business strategy and operations. That’s where our business advisory service comes in.
Asset Management
Our approach to Asset Management is to provide you with opportunities for growth and a strategy that establishes a clear vision with you.
Debt Management
Successful people understand the difference between good debt and bad debt. It’s the first element in effective debt management.
Risk Management
Our approach to risk management starts with you: where you are today, where you want to go, and where you might find yourself if the unexpected happens.
Estate Planning
We have countless conversations about ‘life’ throughout our lives, yet the ultimate conversation – discussing death and dying on your terms – is the one many of us avoid. This does not need to be a difficult conversation; it can be liberating and even transformative.
