The Purposeful Investor

Aden Wilkins & David Andrew
  • 5.0 (13)
  • INVESTING
The Purposeful Investor

The Purposeful Investor is a fortnightly podcast, featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way.  Your hosts, Aden and David are from Capital Partners Private Wealth Advisers. They support successful Australian families to create a prosperous future for themselves and those they care for.  Disclaimer: The information on this podcast is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if the strategies and products are right for you. In any instance where information is based on historical performance, we would advise that this is not a reliable indicator of future performance. You should not rely solely on this material to make investment decisions and should seek professional advice.© 2024 Capital Partners Consulting Pty Ltd (AFSL 227148) trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

  1. 1 DAY AGO

    Episode 24 | How to avoid the entitlement trap

    In this episode, Aden and David explore the critical issue of entitlement within affluent families.They are joined by wealth advisers John Ryan and Milena Konig to unpack the definition of entitlement, how it has evolved across generations, and the key role of family values and storytelling in developing a stewardship rather than an entitlement mindset. Drawing on their extensive experience advising clients, Milena and John provide insights into the varying perspectives on wealth that ca...

    36 min

  2. 31 OCT

    Episode 23 | Should I just be investing in the S&P 500?

    In this episode of The Purposeful Investor, Aden and his guests dive into a common investment question: "Why not just stick to an S&P 500 ETF and a bond ETF?" Featuring insights from Nick Menegola and Dr. Steve Garth, they explore the importance of diversification, balancing growth and defensive assets, and why investing in global markets—including Australian shares—can offer more stability and long-term success than focusing solely on the U.S. market. Whether you're new to inve...

    38 min

  3. 17 OCT

    Episode 22 | 25 years of Capital Partners

    In this special episode of The Purposeful Investor, Aden sits down with David, the founder of Capital Partners, to celebrate the firm’s 25th anniversary. David reflects on the entrepreneurial journey that led him to establish the firm, the values that have guided its success, and the lessons learned along the way. From humble beginnings in 1999 to becoming a trusted financial adviser to affluent families, David shares personal stories, key milestones, and the investment philosophy that h...

    36 min

  4. 3 OCT

    Episode 21 | How to start planning for retirement

    In this episode Aden sits down with Rakesh Shah and Damon Sugden, Principals and Wealth Advisers at Capital Partners, to discuss the importance of looking beyond just simply the financial aspects of retirement planning. They share their personal journeys and insights on how to create a truly fulfilling and purposeful retirement, going beyond the common focus on the "magic number". The conversation explores the deeper questions. It asks listeners to envision their best possible retir...

    21 min

  5. 19 SEPT

    Episode 20 | What remains the same in an ever-changing world?

    In this episode, Aden and David discuss key concepts from Morgan Housel's book "Same as Ever" that remain constant even in an ever-changing world. They explore the idea that risk is often unforeseen, and the power of small, consistent habits compounding over time. The hosts also examine how expectations impact happiness more than reality itself. David shares the "same as ever" principles he has seen over 25 years at Capital Partners, including having a strong foundation throug...

    40 min

  6. 5 SEPT

    Episode 19 | How to create a legacy plan (Wealth With Purpose part 5)

    This episode of The Purposeful Investor podcast discusses the importance of creating a legacy plan and working with professionals to ensure a healthy legacy. Hosts' Aden and David, talk about leaving more than just money behind and helping the next generation be successful. They discuss carving out time for strategic thinking, focusing on family, ensuring one's children have a great education and understanding of financial success. Creating a structured yet flexible plan that considers s...

    32 min

  7. 23 AUG

    Episode 18 | What makes a successful business owner Part 2

    In this episode, we explore insights from a study of 50 successful business owners in Western Australia. Discover the key mindsets and strategies that enabled these entrepreneurs to achieve remarkable success, both professionally and personally. Learn about the importance of continuous growth, transitioning from "lone wolf" to "pack leader", building a reliable support network, and creating a lasting family legacy through philanthropy. 0:00 - 2:00 - Wins of the week2:00 - 8:00 - Exp...

    35 min

  8. 8 AUG

    Episode 17 | Building an evidence-based investment philosophy (Wealth With Purpose part 4)

    In this episode of The Purposeful Investor, David and Aden continue their discussion on wealth management and investment planning. They talk about understanding the power of share markets and why we invest in them. David explains that investing should seek reliability in order to fund your financial plan, rather than trying to "shoot the lights out". They discuss the importance of diversification and how most of the effort that goes into curating the perfect portfolio is unnecessary. 0:0...

    38 min
See All (27)

Ratings & Reviews

5
out of 5
13 Ratings

About

The Purposeful Investor is a fortnightly podcast, featuring digestible but thought-provoking and intelligent conversations about markets, leadership, psychology, and the lessons learnt along the way.  Your hosts, Aden and David are from Capital Partners Private Wealth Advisers. They support successful Australian families to create a prosperous future for themselves and those they care for.  Disclaimer: The information on this podcast is of a general nature only and may not be relevant to your particular circumstances. The circumstances of each investor are different, and you should seek advice from a professional financial adviser who can consider if the strategies and products are right for you. In any instance where information is based on historical performance, we would advise that this is not a reliable indicator of future performance. You should not rely solely on this material to make investment decisions and should seek professional advice.© 2024 Capital Partners Consulting Pty Ltd (AFSL 227148) trading as Capital Partners Private Wealth Advisers ABN 27 086 670 788.

Information

  • Creator
    Aden Wilkins & David Andrew
  • Years Active
    2K
  • Episodes
    27
  • Rating
    Clean
  • Copyright
    © 2024 The Purposeful Investor
  • Show Website
    The Purposeful Investor

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