Frequently asked questions

Frequently asked questions2018-10-17T04:25:25+11:00
How is the Paxton Bridge approach different?2018-09-14T23:57:39+10:00

Paxton Bridge provides a unique approach to developing a financial strategy, helping you gain certainty and control over your financial decisions.

We help you:

  • Describe what’s important to you
  • Make informed decisions
  • Obtain an outcome that helps you achieve your goals

For us, it’s about looking at you and assessing your situation in its entirety. We take the time to ask the questions to determine what means the most to you. What YOU want to achieve in life. Do you want to put money aside to help your children buy their first home? Do you need help with your parents and planning for their care? Are you struggling with succession planning for your business? Whatever the situation looks like for you, we can help you plan for the future.

What happens in our first meeting?2018-09-14T23:58:24+10:00

The conversation in the first meeting will focus on understanding what’s important to you, what has shaped your attitudes to money and your vision for the future.

It is also the opportunity for you to understand us and how we work – our passion for what we do and our commitment to providing certainty and control over your financial decisions.

What should I bring to our first meeting?2018-09-14T23:59:05+10:00

All you need to bring is an open mind and a willingness to discuss what you would like to achieve!

How much will it cost?2020-08-10T15:18:59+10:00

Following an initial 15 minute “Financial clarity” phone call, which enables you to determine if we are the right fit for you, we then set a time for a structured 90 minute “Framework Discussion” meeting.  This can be either face-to-face or via Zoom and the conversation will focus on what you value most in life, what has shaped your beliefs and attitude towards money and your vision for the future.

Within 2 weeks, we will then meet for a second time whereby we will present our findings in the form of a “Life Snapshot”, “Certainty Pathway” and “Terms of Engagement”.  These documents demonstrate the value we believe we can add in helping you gain certainty and control over your financial future.

As everyone’s circumstances are different, the fee that we charge is based on the work required for your individual situation.

What else do I need to know?2018-10-21T00:41:04+11:00

In order to capture the subtlety of the important information discussed in our first meeting we make an audio recording of our conversation. This enables reflection and the ability to clarify when we are preparing for our second meeting.

In strategy design, we bring together your values and goals with your financial capability to form a unique solution.

Once we have helped you create your strategy, you will be clear on precisely how your financial affairs can be structured efficiently, the most appropriate mix of your investment assets and where you should ideally allocate your resources.

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