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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Episode 3: Life Goals Vs Financial Goals - While Your Dreams Should Drive Your Wealth Decisions
Join us as we explore the importance of aligning life goals with financial decisions. David explains the framework used to help individuals and couples discern their true life goals beyond superficial desires like becoming a multimillionaire.
Episode 2: Values-First Wealth Planning: How Understanding Your Core Values Creates Meaningful Multi-Generational Impact
Join David Murdoch, principal advisor at Paxton Bridge and pioneer of wealth activism, as he delves into the transformative power of understanding core values in wealth planning.
Episode 1: Unlocking Financial Freedom and Life-Shaping Experiences
In this episode of the Activate Your Wealth Podcast, David shares the origins and principles of Paxton Bridge, detailing how the firm has approached financial services over the past 15 years.