I am passionate about helping my clients activate their wealth. Success can’t be left to chance. At Paxton Bridge, we’ve developed a philosophy that establishes a firm foundation upon which we build personalised wealth activation plans for our clients. This foundation is under-pinned by three core pillars - money mindset, asset management and intergenerational wealth - which are critical in helping us bring people together as they transition to ‘more life, less work’.
Your money mindset is the first pillar of wealth activation. Understanding it is an opportunity for creating unforgettable life experiences with greater financial certainty and control. We aim to fully understand how you think and feel about money. Essentially, your ‘money mindset’. Our conversations with you focus on uncovering your values and your experiences with money, as well as your goals, your priorities, and the timing of outcomes that matter most to you.
Asset management is the second pillar. It’s your opportunity to take a step back and consider where you are now, but also where you could be. Our conversations about assets go deeper than a simple review of what you have now or what you want to own in the future. For us, understanding the potential income an asset can generate, as well as the risks involved, is critical in providing you with the best options.
The final pillar centres on intergenerational wealth. It’s focused on finding the ideal balance between enjoying what you have while you’re around to enjoy it, and transferring your assets to future generations. In our experience, people want to ensure the wealth they’ve created can be not only passed on with financial efficiency and an assurance that beneficiaries are able to develop a proper appreciation of their responsibilities, they want to also be able to share in the opportunities with their families right now.
Wealth Activism. Because there’s more to wealth than money alone.
If you'd like to know more about how we can help you activate your wealth, please reach out.
Mobile: 0416 856 701
Information in this account is of a general advice nature only and does not consider your particular circumstances. You should seek advice from Paxton Bridge for strategies and products are right for you.
Paxton Bridge Pty Ltd ABN 45 615 334 293 AFS Licence No. 493251
At Paxton Bridge Financial we believe in charging our fees direct to our clients, based on the complexities they face and the value we can add, year in, year out. We believe in adding significant value for the fees we charge and we believe our fees should be reviewed each year, because we know that the complexities faced by our clients change over time, in the same way the outcomes they want to achieve evolve with their lifestyle.
David has given me advice in areas including loan products, self managed super funds and managing debt. David was always able to explain things to me in a clear way. Through David's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received David's full care and attention when I needed it. David has also been instrumental in clearing up all my investment entities and life insurances and correlating them so that they are no longer scattered everywhere. He has also pushed my wife and myself to complete our wills which was long overdue.
David and his team have done an amazing job of consolidating our distributed positions and helping us determine the best investment strategy that aligns with our goals. David provides clear, considered advice and is exceptionally responsive. A great combination!
David has helped me structure my financial affairs, ensure my estate plan, insurances and superannuation is well organised and up to date, and 'put my house in order'. David has always been proactive as well as responsive when required, provides clear and considered advice and someone I can trust to support me.
I highly recommend Dave. Good advice, no nonsense, easy to understand and implement.
Great advice from Dave on Insurances including Life, TPD and Income Protection. All very clear, timely and extremely helpful.
- Adviser status Gold
- Number of reviews 7
- First year providing advice 2009
- Years of experience 14
- Bachelor of Business (Banking and Finance)
Paxton Bridge89-91 Hornby Street
Windsor, VIC 3181
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Paxton Bridge Pty Ltd