The Purposeful Investor

Jul 12 2024
The Purposeful Investor Podcast artwork

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.

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Bonus | Steven Boyce on what makes a successful business owner

Jul 12 2024 42 mins  
In this episode, Aden interviews, Steven Boyce, Wealth Adviser and Principal at Capital Partners. They discuss findings from Steven's research of over 50 successful business owners into what makes them successful. Importantly, finding what all successful business owners have in common.(0:00-0:12) Introduction and welcome (0:12-0:39) Steven shares his "win of the week" (0:39-1:02) T

Episode 15 | The importance of strategic planning (Wealth with Purpose part 3)

Jun 28 2024 32 mins  
In this episode, Aden and David chat about strategic planning for wealth. David explains why having a plan is crucial to tilting the odds of fairness in your favour. He discusses the key outcomes a strategic plan should deliver, such as being on track to achieve your goals and maximising available cash flow. David also stresses the importance of minimising taxes. This insightful di

Bonus | Property Market Update

Jun 14 2024 24 mins  
This episode of The Purposeful Investor provides an update on the hot Perth property market. Lachlan Delahunty from Performance Property shares his insights on the current conditions, discussing high demand, low stock levels, and multiple offers being common. He explains how property market cycles typically work, with periods of growth and stagnation. Lachlan compares the current P

Episode 14 | Wealth With Purpose Part 2 - Start with your why

May 31 2024 27 mins  
In this episode of The Purposeful Investor, David discusses the importance of understanding a client's "why" before developing a financial plan. He explains how exploring your values, goals and priorities helps ensure the plan supports how you want to live your life with meaning and purpose.Resources:Wheel of Life exercise Financial House guideYour Dream ListCreate Inspiring Goals

Episode 13 | Three key complexities of wealth management

May 17 2024 30 mins  
In this episode of The Purposeful Investor, host Aden Wilkins and Capital Partners Founder David Andrew delve into the intricate world of affluent investors and the evolving landscape of generational wealth. Beginning with a client's inquiry into Australia's net worth demographics, they unpack the concept of affluent investors, emphasising the transition from financial status to co

Episode 12 | Wealth With Purpose Part 1

May 03 2024 31 mins  
In this episode of The Purposeful Investor, Aden and David discuss David's motivations for writing his book 'Wealth with Purpose', specifically, how he wanted to shift the focus of financial advice away from products and performance to values, goals and priorities.0:00:01 - 0:07:42 - David's frustration with the traditional product-focused approach to financial advice. 0:07:42 - 0:

Episode 11 | Quarterly market update 2024

Apr 19 2024 36 mins  
Ever wondered how financial experts navigate the unpredictable tides of the market? This episode promises to shine a light on the complexities of the first quarter's financial landscape with insights from David and our investment coordinator, Nick Menengola. Together, we unravel current market trends, dissect the strategies that hold the fort during tumultuous times, and discuss ou

Episode 10 | What does sustainable investing involve?

Apr 04 2024 31 mins  
This episode has Aden and David discussing what sustainable investing is and how Capital Partners navigates this area after a client expressed concern about holdings in fossil fuel companies.0:02:48-0:03:01 - SRI considerations 0:17:35-0:18:09 - Capital Partners' sustainable portfolios 0:19:02-0:20:32 - Performance expectations 0:18:09-0:18:33 - Diversification in Australia and glo

Bonus | Is it possible to time the market?

Mar 22 2024 21 mins  
Every day the financial media has stories about either impending doom or unbridled optimism for the stock market. Not surprisingly, many investors get the urge to move their asset allocations around based on these stories in the hopes of boosting their returns. In this bonus episode, Capital Partners ' investment experts, Steven Boyce and Nick Menegola discuss all things market tim

Episode Nine | Why women make better investment decisions

Mar 10 2024 27 mins  
In this episode, Aden is joined by Capital Partners' senior wealth adviser and principal Kathryn Creasy to discuss the recent gender pay gap report and how women are lagging behind men in areas like superannuation and financial literacy. Touching on sobering statistics, Kathryn also shares hopeful data that shows younger generations of women are more engaged in investing than ever