Helping families and business owners create clarity, connection, and purpose through our unique Wealth Activism approach to financial advice.
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Overview: Helping families and business owners create clarity, connection, and purpose through our unique Wealth Activism approach to financial advice.
Most people think wealth management is about numbers, investment returns, or structures, but at Paxton Bridge, we know it’s about far more than that.
Our **Wealth Activism framework** helps you understand the *why* behind your financial decisions, not just the *what*. In this session, David Murdoch will help you:
- Gain clarity on where you stand financially (personally, as a couple, or as a family) - Identify the emotional and relational drivers behind your money choices - Uncover opportunities to align your financial strategy with your personal values and goals - Begin designing a roadmap toward confidence, control, and freedom, not just more money
You’ll walk away with practical insights into how to bring structure and purpose to your wealth, while deepening the conversations that matter most at home and within your business.
Special Offer -
**Offer:** Complimentary 30-minute *Financial Clarity Call* with David Murdoch, Wealth Activist at Paxton Bridge
**What’s included:**
- A private, one-on-one conversation (via video, phone or in person) with David Murdoch - A guided introduction to the *Wealth Activism Framework,* understanding how money, values, and purpose intersect - Insight into *The Certainty Pathway*, the foundation of our approach to creating clarity, control, and direction in your financial world - A chance to explore whether our process and philosophy resonate with you before committing further
This 30-minute clarity call is designed to introduce you to our approach and help you determine if you’d like to take the next step, the **Framework Discussion**.
The *Framework Discussion* is a structured two-hour session that deep-dives into your values, goals, and emotional drivers, forming the basis of your personalised *Life Snapshot* and *Certainty Pathway*. This session helps you gain a clear understanding of what you’re working towards and how your resources can support it.
**Availability:** Limited spaces each month.
**Price:** Complimentary Framework Discussion (valued at **$1800+GST**).
*(Note: The Framework Discussion is optional and offered only after the Clarity Call. Pricing and details are discussed during your call.)*
Offer valid until.: June 30, 2026
Terms & Conditions
Offer limited to one complimentary session per household or business entity.
Session must be booked before the offer expiry date.
No financial products or specific investment recommendations will be provided during this session.
This session is designed for educational and discovery purposes only.
