Resources
Clarity starts with understanding.
At Paxton Bridge, we believe good financial advice begins with education.
When people understand their assets, their options, and how financial decisions connect to life and family, they make clearer, more confident choices. This resource library brings together our thinking on financial planning, asset management, family wealth and intergenerational decision-making, so you can explore at your own pace.
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Certainty: Creating a Clear Reference Point
Documents live in different places. One person “handles the money.” Decisions get made, but not always explained. If something needed to be found quickly, or someone else needed to step in, it would be harder than it should be.
Reflecting on Your Financial Journey
As another year begins, many people rush toward new goals, new plans, and new versions of themselves. At Paxton Bridge, we prefer to pause first. Not out of sentimentality, but because reflection is one of the most powerful financial tools you have. Without it, the decisions you make this year risk being reactive rather than intentional.
Philanthropy and Wealth with Purpose
Philanthropy isn’t just about giving money, it’s about giving meaningfully.
The Emotional Side of Wealth: Finding Clarity Beyond the Numbers
Fear, pride, guilt, or even love often play a bigger role than spreadsheets and balance sheets. Inheritance, investments, even day-to-day spending, all come with emotions attached.
Episode 12: Estate Planning Essentials: Creating a Lasting Legacy Beyond the Will
How do you prepare the next generation to inherit wealth responsibly? In this insightful episode, David Murdoch shares practical strategies for educating children about financial responsibility and creating appropriate structures for wealth transfer.
Work-Life Integration and Financial Freedom
True freedom comes when your money supports how you want to live, whether that means stepping back from full-time work, having more time for family, or focusing on the things that matter most.
Episode 11: Family Wealth Activism: Creating Meaningful Impact Across Generations
Join us as we explain the concept of wealth activism, which extends beyond traditional wealth management by emphasising the importance of sharing wealth, educating the next generation, and nurturing relationships for meaningful impact.
Episode 10: Creating Your Financial Roadmap: How Values-Based Planning Transforms Wealth Decisions
What if your financial plan started with your values instead of your money? In this insightful episode, David Murdoch reveals Paxton Bridge's unique framework for creating personalized financial roadmaps.
Legacy Living: Why Estate Planning Starts Now
Estate planning isn’t just about wills and paperwork, it’s about passing on clarity, not confusion. Values, not just valuables.