The Purposeful Investor

Aden Wilkins & David Andrew
  • 4.8 (15)
  • 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. 6 DAYS AGO

    Episode 27 | How AI can enhance our lives with Hannah Hardy-Jones

    In this episode, Aden, David and special guest Hannah Hardy-Jones from Contented AI explore the transformative potential of artificial intelligence (AI) and how it is reshaping businesses and the workforce. Discover practical applications of AI, the economic and workforce implications, and the importance of balancing innovation with privacy and security. Hear real-world examples of AI streamlining administrative tasks, enhancing productivity, and elevating the human experience. (0:0...

    46 min

  2. 12 DEC

    Episode 26 | The role of personal insurance in a financial plan

    In this episode of The Purposeful Investor, Aden is joined by wealth advisers David Andrew and Michael Hayward to explore the often-overlooked but critical role of personal insurances in a well-rounded financial plan. From life insurance to trauma and income protection, they discuss how these "necessary evils" provide a safety net for families facing unexpected health events or financial crises. Whether you're planning for your family or your business, learn how to assess the right insur...

    33 min

  3. 28 NOV

    Episode 25 | Longevity risk: How to ensure you have enough

    In this episode, Aden and David discuss the importance of longevity risk - the possibility of outliving your investment assets in retirement. They explore how life expectancies have changed over time, the concept of a "longevity mindset", and the challenges of balancing spending versus saving. They also cover the tools and frameworks that Capital Partners uses to help clients make informed decisions about funding their retirement lifestyle. This episode provides valuable insights fo...

    44 min

  4. 14 NOV

    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

  5. 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

  6. 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

  7. 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

  8. 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
See All (30)

Ratings & Reviews

4.8
out of 5
15 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
    30
  • Rating
    Clean
  • Copyright
    © 2024 The Purposeful Investor
  • Show Website
    The Purposeful Investor

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