The Purposeful Investor

Ask a question or send feedback Ever wondered how financial experts navigate the unpredictable tides of the market?  This episode shines a light on the complexities of the first quarter's financial landscape with insights from David and our investment coordinator, Nick Menengola. Together, they unravel current market trends, dissect the strategies that hold the fort during tumultuous times, a...

Ask a question or send feedback In this episode, Aden and David dive into the important topic of sustainable investing. They explore how Capital Partners approaches this area, especially after a client raised concerns about their investments in fossil fuel companies. This discussion highlights the firm's commitment to aligning investment strategies with clients' values and environmental...

Ask a question or send feedback In this bonus episode, Capital Partners ' investment experts, Steven Boyce and Nick Menegola discuss all things market timing. 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 o...

Ask a question or send feedback 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 i...

Ask a question or send feedback In this episode, hosts Aden Wilkins and David Andrew discuss navigating uncertainty in share markets from a long-term perspective. They provide statistics showing the dangers of market timing, with David sharing his experience of the Global Financial Crisis and how they coached clients through volatility. They discuss building portfolios with enough buffers to withs...

Ask a question or send feedback Aden Wilkins speaks with David Andrew, Founder of Capital Partners, to discuss redefining ambition during retirement. They discuss how retirement planning conversations often focus only on financial security, yet true prosperity is about living one's best life. Aden and David explore how ambition naturally shifts away from career goals as we age and the importa...

Ask a question or send feedback Join your hosts, David and Aden, as they discuss the fascinating world of money personalities and how understanding each other's differences is crucial for achieving financial success.  David and Aden explore the eight different mindsets people have about money, with a special focus on the Family Guardian personality. (00:04:48) Understand money personalities....

Ask a question or send feedback Aden Wilkins and David Andrew define succession planning as the process of transitioning ownership of a business over time. This can take different forms such as an internal succession, a sale of the business, or transferring it to family.  David emphasises the importance of considering whether the strategy is to "harvest" the business through sale or purs...

Ask a question or send feedback This week, Aden speaks with Capital Partners Founder and CEO, David about the evolution of investing from the early 20th century to the present day.  They discuss the three major phases - Investing 1.0 which saw stock picking dominate the market in the 1950s and 60s limited by a lack of historical data and computing power. The rise of index funds in the 1970s marked...

Ask a question or send feedback Aden and David discuss the importance of progress meetings between financial advisers and their clients. Progress meetings allow advisers to check in on clients' financial plans, goals, investments, and estate plans to ensure they are on track.  They explore what is discussed in a typical progress meeting, including reviewing clients' net worth statements,...

Ask a question or send feedback In this episode, host Aden Wilkins speaks with Capital Partners founder David Andrew about what investors can expect from financial markets in 2024. They discuss the major events of 2023, including China relaxing COVID restrictions, bank problems in the US, and strong returns in global equity markets by the end of the year.  David and Aden analyse the performance of...

Ask a question or send feedback This episode of The Purposeful Investor podcast provides an introduction to Capital Partners Private Wealth Advisers, a wealth management firm based in Perth, Australia. Co-hosts David Andrew and Aden Wilkins discuss their motivations for starting the podcast and share "life's little wins" from their careers.  David recounts founding Capital Partners...