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.
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.
All you need to bring is an open mind and a willingness to discuss what you would like to achieve!
Your initial appointment is at no cost and is followed up by a second meeting (within 2 weeks) whereby we will present to you the value we believe we can add in the form of a “Certainty Pathway” document as well as an estimated fee for our services. Please note, the minimum fee will be $9,000 (+ GST), with 30% up-front in Year 1 and the remainder invoiced monthly via direct debit, credit card, or bank transfer from your nominated account.
It is at the second meeting that we both make the decision as to whether to proceed or not.
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.