The Purposeful Investor

Ask a question or send feedback On the 1st of July 1999, David Andrew backed out of his driveway in a White Camry with a lunchbox, a laptop, and a mission to build something the financial advice industry had never really seen - a firm that only got paid when it did right by its clients. In this special episode of The Purposeful Investor, David sits down with Aden Wilkins to tell the full Capital P...

Ask a question or send feedback Australia is in the middle of a $5.4 trillion wealth transfer. Baby boomers and the silent generation hold 70% of the nation's wealth and according to Perth's leading succession lawyer, most of it won't transition successfully. In this episode, Capital Partners founder David Andrew and wealth adviser Aden Wilkins sit down with Morgan Solomon, founding...

Ask a question or send feedback Do you need to beat the market to be a successful investor? Is cash really safe? Should you be chasing the next big trend whether that's crypto, gold or AI? In this episode, Capital Partners founder David Andrew and wealth adviser Aden Wilkins sit down with Apollo Lupescu from Dimensional Fund Advisors in California to bust 10 of the most common investing myths...

Ask a question or send feedback Treasurer Jim Chalmers handed down the federal budget and the proposed changes to capital gains tax, negative gearing and family trust distributions could significantly affect how Australians build wealth. In this special episode, Capital Partners founder David Andrew and wealth advisor Aden Wilkins speak with Nick Menegola to break down what has actually been propo...

Ask a question or send feedback Despite Western Australia's booming mining driven economy, new data reveals that most WA families are still anxious about money. In this episode, David Andrew and Aden Wilkins sit down with Kristen Turnbull, Director of CoreData Reasarch WA, to unpack the findings of the Voice of WA research report. This was a statewide survey of more than 1,000 Western Austral...

Ask a question or send feedback The market was down 4.3% in Q1 2026 and the headlines were bleak. But look under the hood and the story is completely different. In this episode of The Purposeful Investor, David Andrew and Aden Wilkins speak with Apollo Lupescu from Dimensional Fund Advisors to break down exactly what happened in financial markets in the first quarter of 2026, why the headlines don...

Ask a question or send feedback 60% of Australians are what one of the country's leading estate planning lawyers calls 'set up for a bit of a disaster.' No will. A will that's 10 years out of date. Or no idea if they even have one. In this episode of The Purposeful Investor, David Andrew and Aden Wilkins sit down with Morgan Solomon a founding director of Solomon Hollett Lawyer...

Ask a question or send feedback War in the Middle East. Rising oil prices. Expensive markets. AI changing everything. With so much noise, what should investors actually do? In this episode of The Purposeful Investor, David Andrew and Aden Wilkins sit down with Apollo Lupescu from Dimensional Fund Advisors to answer the questions coming out of client meetings right now. Apollo has a gift for making...

Ask a question or send feedback Is the government about to change capital gains tax, superannuation rules, and how trusts are taxed? In this episode of The Purposeful Investor, Capital Partners founder David Andrew and co-host Aden Wilkins unpack everything you need to know about Australia's proposed tax reforms and what they could mean for your wealth. Whether you invest in property, hold as...

Ask a question or send feedback Have you ever wondered why some people make financial decisions with ease while others constantly struggle to strike a balance between living for today and saving for tomorrow? In this episode of The Purposeful Investor, hosts Aden Wilkins and David Andrews are joined by a world-leading expert in behavioural decision-making: Professor Hal Hershfield from UCLA’s Ande...

Ask a question or send feedback What if wealth wasn’t a race for more, but a plan for enough? We sit down with Brian Portnoy , author of The Geometry of Wealth and founder of Shaping Wealth, to explore funded contentment—the idea that real wealth is the ability to underwrite a life that feels meaningful on your terms. Brian shares how years with elite investors led him to a simple truth: markets r...

Ask a question or send feedback Headlines tell you to act. A plan tells you when to be still.  We sat down with Capital Partners founder David Andrew and Dimensional Fund Advisors Australia CEO Bhanu Singh to unpack how a clear investment philosophy helps you ignore market noise, sidestep FOMO, and make choices that actually serve your life. We trace the shift from active stock picking and star ma...

Ask a question or send feedback We unpack how families can help first-home buyers enter the market without risking retirement, and why honest conversations plus clear numbers beat media noise. Practical steps include guarantors, 5% deposit schemes, rentvesting, and legal safeguards for gifts. • social pressure and silence blocking helpful family talks • role of the mortgage broker as long-term adv...

Ask a question or send feedback This is one of our most important episodes - ever! Predictions feel powerful until they're not. We pull back the curtain on what actually drives long-term investment returns and explore how a systematic, evidence-led approach can help you capture the returns you are owed while avoiding costly traps. Aden and David sit down with Bhanu Singh, CEO of Dimensional F...

Ask a question or send feedback Markets never move in straight lines and 2025 proved it once again. The first year of President Trump Mk II was always going to be interesting! As we look to 2026, we dust off the crystal ball for a conversation about markets and investing. David Andrew and Nick Mengola join Aden to look back at markets in 2025 and look to the major trends to understand what might b...

Ask a question or send feedback In this powerful episode of The Purposeful Investor, host Aden Wilkins welcomes Tracy Hall - author, keynote speaker, and survivor of one of Australia’s most prolific con men. Tracy shares her deeply personal story of losing her life savings, and the psychological toll it took. Together, Aden and Tracy explore the emotional aftermath, the process of rebuilding trust...

Ask a question or send feedback In this bonus series, Aden is joined by Damon Sugden, Principal Wealth Adviser at Capital Partners, who reflects on his unique journey from international ballroom stages to financial advisory. Discover how a life in the performing arts shaped his mindset, why financial independence is central to his values, and how he helps clients reimagine retirement.  Damon share...

Ask a question or send feedback Aden sits down with mergers and acquisitions expert Brendan Cockram from Octavian Group and senior wealth adviser James McLeod to unpack the strategy behind a successful business exit.  They explore how to prepare your business for sale, determine its true value, and structure deals that balance risk and reward.  From understanding key valuation drivers to timing th...

Ask a question or send feedback In this episode of The Purposeful Investor, Aden is joined by Dr. Steve Garth and Investment Coordinator Nick Menegola to demystify cryptocurrency and its place in modern investment portfolios. The trio explores what cryptocurrency is, its origins, and why it captures so much attention—and caution—in the financial world. They discuss the risks, volatility, and lack...

Ask a question or send feedback In this episode of The Purposeful Investor, Aden and David are joined by Investment Coordinator Nick Menegola to demystify the world of private credit (private debt).  Together, they break down what private credit is, how it differs from traditional banking, and why it’s gaining so much attention in financial headlines.  The team shares real-life case studies, inclu...

Ask a question or send feedback Join Aden for our bonus series, where he sits down with Rob McCaw. Rob shares his inspiring career path, from uncertain beginnings to becoming a dedicated wealth adviser at Capital Partners.  Discover how his 20 years of experience as an umpire have shaped his approach to financial guidance, client relationships, and professional growth.  Rob reveals the importance...

Ask a question or send feedback In this episode of The Purposeful Investor, hosts Aden and David dive deep into the timeless lessons from the classic book "The Millionaire Next Door."  Discover the surprising habits and mindsets that set true millionaires apart from the crowd, why high income doesn’t always equal wealth, and how to avoid common financial pitfalls. From the illusion of af...

Ask a question or send feedback Join us for our bonus series as Rakesh Shah, a seasoned wealth adviser at Capital Partners, shares his 18-year journey in financial planning. Discover how his family background, entrepreneurial spirit, and passion for helping clients achieve their goals have shaped his career.  Rakesh opens up about his side business in Kenyan tea, his approach to retirement plannin...

Ask a question or send feedback Award-winning wealth adviser, Kathryn Creasy shares her expertise and the motivation behind the recently released "Crisis to Confidence" white paper, offering practical financial and emotional guidance for women facing the prospect of life after divorce, separation or bereavement.  Discover real-life success stories, the importance of building a supportive...

Ask a question or send feedback In this episode of The Purposeful Investor, Aden sits down with Andrew Nuttall from New Zealand to explore what it truly means to face your own mortality and live to tell the tale. Andrew shares his remarkable near-death experience, the life lessons it inspired, and how it shaped his views on family, financial security, and the real meaning of wealth. Together with...